Ashford Advisors LLC Boosts Stake in Vanguard ESG U.S. Stock ETF $ESGV

Ashford Advisors LLC raised its position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 354.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 172,248 shares of the company’s stock after purchasing an additional 134,347 shares during the period. Vanguard ESG U.S. Stock ETF accounts for approximately 4.5% of Ashford Advisors LLC’s portfolio, making the stock its 5th largest holding. Ashford Advisors LLC owned 0.18% of Vanguard ESG U.S. Stock ETF worth $20,401,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of ESGV. Novare Capital Management LLC lifted its position in shares of Vanguard ESG U.S. Stock ETF by 1.1% during the 3rd quarter. Novare Capital Management LLC now owns 11,475 shares of the company’s stock valued at $1,359,000 after buying an additional 120 shares during the last quarter. Investment Advisory Group LLC purchased a new stake in Vanguard ESG U.S. Stock ETF in the 3rd quarter worth about $239,000. NWF Advisory Services Inc. raised its stake in Vanguard ESG U.S. Stock ETF by 2.8% in the 3rd quarter. NWF Advisory Services Inc. now owns 3,645 shares of the company’s stock valued at $432,000 after acquiring an additional 100 shares during the period. Estate Counselors LLC raised its stake in Vanguard ESG U.S. Stock ETF by 64.3% in the 3rd quarter. Estate Counselors LLC now owns 3,975 shares of the company’s stock valued at $471,000 after acquiring an additional 1,555 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. lifted its holdings in Vanguard ESG U.S. Stock ETF by 24.6% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 17,563 shares of the company’s stock valued at $2,092,000 after purchasing an additional 3,470 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Stock Up 18.1%

ESGV opened at $122.77 on Wednesday. Vanguard ESG U.S. Stock ETF has a twelve month low of $84.41 and a twelve month high of $112.76. The company has a market capitalization of $11.96 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The firm has a 50-day moving average price of $121.13 and a 200-day moving average price of $118.00.

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.