Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Orgel Wealth Management LLC

Orgel Wealth Management LLC lessened its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 0.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 204,775 shares of the company’s stock after selling 917 shares during the quarter. Vanguard ESG US Stock ETF makes up 0.6% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 25th largest position. Orgel Wealth Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $21,479,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Massachusetts Financial Services Co. MA increased its position in Vanguard ESG US Stock ETF by 37.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 5,145 shares of the company’s stock worth $497,000 after purchasing an additional 1,410 shares during the last quarter. Renaissance Technologies LLC increased its holdings in Vanguard ESG US Stock ETF by 13.1% during the 2nd quarter. Renaissance Technologies LLC now owns 12,100 shares of the company’s stock worth $1,169,000 after purchasing an additional 1,400 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in Vanguard ESG US Stock ETF by 38.9% in the second quarter. Mercer Global Advisors Inc. ADV now owns 54,282 shares of the company’s stock valued at $5,245,000 after acquiring an additional 15,207 shares in the last quarter. Blair William & Co. IL lifted its position in shares of Vanguard ESG US Stock ETF by 1.2% during the second quarter. Blair William & Co. IL now owns 30,157 shares of the company’s stock worth $2,914,000 after purchasing an additional 359 shares during the last quarter. Finally, Brighton Jones LLC lifted its holdings in Vanguard ESG US Stock ETF by 5.9% during the 2nd quarter. Brighton Jones LLC now owns 4,986 shares of the company’s stock worth $482,000 after buying an additional 276 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 2.7 %

Shares of BATS ESGV opened at $106.76 on Friday. The company has a market cap of $9.66 billion, a P/E ratio of 26.02 and a beta of 1.10. The business has a 50-day moving average of $106.56 and a 200 day moving average of $101.94.

Vanguard ESG US Stock ETF Company 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.