Wingate Wealth Advisors Inc. Makes New Investment in Vanguard ESG US Stock ETF (BATS:ESGV)

Wingate Wealth Advisors Inc. bought a new stake in Vanguard ESG US Stock ETF (BATS:ESGV) during the 4th quarter, Holdings Channel reports. The fund bought 14,373 shares of the company’s stock, valued at approximately $1,508,000. Vanguard ESG US Stock ETF accounts for about 1.5% of Wingate Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd largest holding.

Several other hedge funds also recently modified their holdings of the business. Brighton Jones LLC grew its holdings in shares of Vanguard ESG US Stock ETF by 2.0% in the 4th quarter. Brighton Jones LLC now owns 5,038 shares of the company’s stock valued at $528,000 after buying an additional 98 shares during the period. Sentinel Pension Advisors Inc. lifted its holdings in Vanguard ESG US Stock ETF by 2.6% during the fourth quarter. Sentinel Pension Advisors Inc. now owns 4,088 shares of the company’s stock worth $429,000 after acquiring an additional 104 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC grew its stake in Vanguard ESG US Stock ETF by 3.2% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 3,378 shares of the company’s stock valued at $343,000 after acquiring an additional 106 shares during the period. Empower Advisory Group LLC increased its holdings in shares of Vanguard ESG US Stock ETF by 1.2% in the third quarter. Empower Advisory Group LLC now owns 9,287 shares of the company’s stock worth $944,000 after acquiring an additional 108 shares in the last quarter. Finally, Clarius Group LLC raised its position in shares of Vanguard ESG US Stock ETF by 5.1% during the fourth quarter. Clarius Group LLC now owns 2,427 shares of the company’s stock worth $255,000 after purchasing an additional 118 shares during the period.

Vanguard ESG US Stock ETF Price Performance

BATS:ESGV opened at $107.64 on Monday. The company’s fifty day simple moving average is $107.16 and its 200-day simple moving average is $102.90. The company has a market cap of $9.74 billion, a PE ratio of 26.02 and a beta of 1.10.

Vanguard ESG US Stock ETF Company Profile

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.