International Assets Investment Management LLC Boosts Stock Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

International Assets Investment Management LLC boosted its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 8,406.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 39,298 shares of the company’s stock after purchasing an additional 38,836 shares during the period. International Assets Investment Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $3,343,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in ESGV. BSW Wealth Partners lifted its holdings in shares of Vanguard ESG US Stock ETF by 6.3% in the 4th quarter. BSW Wealth Partners now owns 78,823 shares of the company’s stock valued at $6,705,000 after buying an additional 4,646 shares during the period. Mascoma Wealth Management LLC grew its position in Vanguard ESG US Stock ETF by 14.7% during the fourth quarter. Mascoma Wealth Management LLC now owns 2,836 shares of the company’s stock worth $241,000 after buying an additional 364 shares during the period. Sageworth Trust Co increased its stake in Vanguard ESG US Stock ETF by 4.7% in the 4th quarter. Sageworth Trust Co now owns 30,412 shares of the company’s stock valued at $2,587,000 after purchasing an additional 1,370 shares in the last quarter. Sageworth Trust Co of South Dakota raised its stake in shares of Vanguard ESG US Stock ETF by 48.7% during the 4th quarter. Sageworth Trust Co of South Dakota now owns 7,209 shares of the company’s stock worth $613,000 after buying an additional 2,360 shares during the last quarter. Finally, Coston McIsaac & Partners lifted its holdings in shares of Vanguard ESG US Stock ETF by 17.8% in the fourth quarter. Coston McIsaac & Partners now owns 4,610 shares of the company’s stock valued at $391,000 after purchasing an additional 696 shares in the last quarter.

Vanguard ESG US Stock ETF Trading Up 0.5 %

ESGV opened at $92.03 on Friday. The firm’s 50 day moving average is $91.03 and its two-hundred day moving average is $86.05. The firm has a market capitalization of $8.33 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

Vanguard ESG US 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.