9,994 Shares in Vanguard ESG U.S. Stock ETF $ESGV Acquired by Xena Financial Planning LLC

Xena Financial Planning LLC purchased a new position in Vanguard ESG U.S. Stock ETF (BATS:ESGV) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,994 shares of the company’s stock, valued at approximately $1,209,000. Vanguard ESG U.S. Stock ETF accounts for approximately 1.4% of Xena Financial Planning LLC’s investment portfolio, making the stock its 16th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. Amplius Wealth Advisors LLC boosted its position in shares of Vanguard ESG U.S. Stock ETF by 4.7% during the fourth quarter. Amplius Wealth Advisors LLC now owns 1,898 shares of the company’s stock worth $230,000 after acquiring an additional 86 shares during the last quarter. Archer Investment Corp lifted its stake in Vanguard ESG U.S. Stock ETF by 10.6% in the 3rd quarter. Archer Investment Corp now owns 942 shares of the company’s stock worth $112,000 after purchasing an additional 90 shares in the last quarter. Investors Research Corp boosted its holdings in shares of Vanguard ESG U.S. Stock ETF by 10.4% during the 4th quarter. Investors Research Corp now owns 955 shares of the company’s stock valued at $116,000 after purchasing an additional 90 shares during the last quarter. Whitegate Investment Counselors Inc. boosted its holdings in shares of Vanguard ESG U.S. Stock ETF by 4.1% during the 3rd quarter. Whitegate Investment Counselors Inc. now owns 2,366 shares of the company’s stock valued at $280,000 after purchasing an additional 94 shares during the last quarter. Finally, Well Done LLC grew its position in shares of Vanguard ESG U.S. Stock ETF by 0.3% during the third quarter. Well Done LLC now owns 33,353 shares of the company’s stock valued at $3,950,000 after purchasing an additional 98 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Trading Up 3.4%

Shares of ESGV stock opened at $112.27 on Wednesday. The stock has a market capitalization of $10.94 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a 12-month low of $84.41 and a 12-month high of $123.31. The stock’s 50-day moving average price is $117.97 and its 200-day moving average price is $119.31.

Vanguard ESG U.S. Stock ETF 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.