Valmark Advisers Inc. Raises Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Valmark Advisers Inc. raised its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 4.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,203 shares of the company’s stock after buying an additional 687 shares during the quarter. Valmark Advisers Inc.’s holdings in Vanguard ESG US Stock ETF were worth $1,700,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. Stanich Group LLC purchased a new stake in Vanguard ESG US Stock ETF in the 4th quarter valued at $53,895,000. JNBA Financial Advisors grew its holdings in Vanguard ESG US Stock ETF by 6.6% in the 4th quarter. JNBA Financial Advisors now owns 6,857 shares of the company’s stock valued at $719,000 after buying an additional 424 shares in the last quarter. Allworth Financial LP grew its holdings in Vanguard ESG US Stock ETF by 141.8% in the 4th quarter. Allworth Financial LP now owns 4,355 shares of the company’s stock valued at $473,000 after buying an additional 2,554 shares in the last quarter. Legacy Capital Wealth Partners LLC grew its holdings in Vanguard ESG US Stock ETF by 10.1% in the 4th quarter. Legacy Capital Wealth Partners LLC now owns 3,131 shares of the company’s stock valued at $328,000 after buying an additional 288 shares in the last quarter. Finally, Family CFO Inc grew its holdings in shares of Vanguard ESG US Stock ETF by 9.3% during the 4th quarter. Family CFO Inc now owns 9,566 shares of the company’s stock worth $1,003,000 after purchasing an additional 813 shares during the period.

Vanguard ESG US Stock ETF Trading Up 5.1 %

BATS ESGV opened at $109.25 on Monday. The stock has a market cap of $9.88 billion, a PE ratio of 26.02 and a beta of 1.10. The business’s fifty day simple moving average is $107.16 and its two-hundred day simple moving average is $103.37.

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.