Values Added Financial LLC Acquires 683 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Values Added Financial LLC increased its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 5.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,839 shares of the company’s stock after acquiring an additional 683 shares during the quarter. Vanguard ESG US Stock ETF makes up about 1.0% of Values Added Financial LLC’s holdings, making the stock its 26th largest position. Values Added Financial LLC’s holdings in Vanguard ESG US Stock ETF were worth $1,337,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of ESGV. Vanguard Group Inc. grew its position in shares of Vanguard ESG US Stock ETF by 10.7% during the 4th quarter. Vanguard Group Inc. now owns 9,111,043 shares of the company’s stock valued at $774,985,000 after purchasing an additional 881,613 shares in the last quarter. Creative Planning boosted its position in shares of Vanguard ESG US Stock ETF by 4.4% during the 4th quarter. Creative Planning now owns 1,162,945 shares of the company’s stock valued at $98,920,000 after acquiring an additional 48,822 shares during the last quarter. Leo Wealth LLC grew its holdings in shares of Vanguard ESG US Stock ETF by 6.3% during the first quarter. Leo Wealth LLC now owns 732,257 shares of the company’s stock worth $68,123,000 after purchasing an additional 43,678 shares in the last quarter. Verde Capital Management lifted its position in Vanguard ESG US Stock ETF by 6.7% during the second quarter. Verde Capital Management now owns 566,896 shares of the company’s stock valued at $54,773,000 after purchasing an additional 35,432 shares during the last quarter. Finally, IMPACTfolio LLC lifted its position in Vanguard ESG US Stock ETF by 4.6% during the second quarter. IMPACTfolio LLC now owns 451,064 shares of the company’s stock valued at $43,582,000 after purchasing an additional 19,994 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 1.0 %

Vanguard ESG US Stock ETF stock traded up $1.02 during mid-day trading on Friday, hitting $99.75. The company’s stock had a trading volume of 85,076 shares. The stock has a market cap of $9.03 billion, a PE ratio of 26.02 and a beta of 1.10. The business has a 50 day moving average of $97.35 and a 200 day moving average of $93.86.

About Vanguard ESG US Stock ETF

The Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that is based on the FTSE USA All Cap Choice index, a market-cap-weighted index of US all-cap companies screened for environmental, social, and corporate governance (ESG) criteria. ESGV was launched on Sep 18, 2018 and is managed by Vanguard.