Ervin Investment Management LLC Has $2.95 Million Stake in Vanguard ESG U.S. Stock ETF $ESGV

Ervin Investment Management LLC lifted its position in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 104.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,379 shares of the company’s stock after purchasing an additional 12,448 shares during the quarter. Vanguard ESG U.S. Stock ETF accounts for 1.3% of Ervin Investment Management LLC’s portfolio, making the stock its 15th largest position. Ervin Investment Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $2,949,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Brooklyn FI LLC raised its stake in shares of Vanguard ESG U.S. Stock ETF by 1.5% in the fourth quarter. Brooklyn FI LLC now owns 35,562 shares of the company’s stock valued at $4,302,000 after purchasing an additional 532 shares in the last quarter. Albion Financial Group UT acquired a new position in shares of Vanguard ESG U.S. Stock ETF in the fourth quarter valued at $214,000. Apella Capital LLC raised its stake in shares of Vanguard ESG U.S. Stock ETF by 133.4% in the fourth quarter. Apella Capital LLC now owns 244,585 shares of the company’s stock valued at $29,585,000 after purchasing an additional 139,778 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new position in shares of Vanguard ESG U.S. Stock ETF in the fourth quarter valued at $192,000. Finally, Sound Income Strategies LLC raised its stake in shares of Vanguard ESG U.S. Stock ETF by 9.8% in the fourth quarter. Sound Income Strategies LLC now owns 1,124 shares of the company’s stock valued at $137,000 after purchasing an additional 100 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Trading Up 0.0%

Shares of BATS ESGV opened at $114.04 on Wednesday. The business has a fifty day simple moving average of $117.14 and a 200 day simple moving average of $119.16. The firm has a market capitalization of $11.11 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a one year low of $85.68 and a one year high of $123.31.

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.