CJM Wealth Advisers Ltd. Acquires 672 Shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV)

CJM Wealth Advisers Ltd. boosted its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 8.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,680 shares of the company’s stock after buying an additional 672 shares during the quarter. CJM Wealth Advisers Ltd.’s holdings in Vanguard ESG U.S. Stock ETF were worth $850,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in ESGV. Allworth Financial LP boosted its holdings in Vanguard ESG U.S. Stock ETF by 141.8% in the fourth quarter. Allworth Financial LP now owns 4,355 shares of the company’s stock valued at $473,000 after acquiring an additional 2,554 shares during the last quarter. Sanctuary Advisors LLC boosted its holdings in Vanguard ESG U.S. Stock ETF by 5.7% in the fourth quarter. Sanctuary Advisors LLC now owns 7,767 shares of the company’s stock valued at $842,000 after acquiring an additional 418 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in Vanguard ESG U.S. Stock ETF by 2.6% in the fourth quarter. JPMorgan Chase & Co. now owns 223,056 shares of the company’s stock valued at $23,396,000 after acquiring an additional 5,614 shares during the last quarter. Atria Wealth Solutions Inc. bought a new stake in Vanguard ESG U.S. Stock ETF in the fourth quarter valued at approximately $232,000. Finally, Wealth Group Ltd. boosted its holdings in Vanguard ESG U.S. Stock ETF by 3.6% in the fourth quarter. Wealth Group Ltd. now owns 28,171 shares of the company’s stock valued at $2,955,000 after acquiring an additional 976 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Price Performance

Shares of ESGV stock opened at $106.17 on Monday. The business’s 50 day simple moving average is $98.55 and its 200 day simple moving average is $103.08. Vanguard ESG U.S. Stock ETF has a one year low of $84.41 and a one year high of $109.62. The stock has a market capitalization of $10.31 billion, a PE ratio of 25.93 and a beta of 1.07.

About Vanguard ESG U.S. 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.