Trademark Financial Management LLC Increases Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Trademark Financial Management LLC grew its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 45.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 37,369 shares of the company’s stock after purchasing an additional 11,637 shares during the period. Vanguard ESG US Stock ETF makes up 3.1% of Trademark Financial Management LLC’s investment portfolio, making the stock its 8th largest holding. Trademark Financial Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $3,920,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of ESGV. CWM LLC boosted its stake in Vanguard ESG US Stock ETF by 5.4% during the third quarter. CWM LLC now owns 5,640 shares of the company’s stock worth $573,000 after acquiring an additional 289 shares in the last quarter. Wealth Group Ltd. boosted its stake in Vanguard ESG US Stock ETF by 8.6% during the third quarter. Wealth Group Ltd. now owns 27,195 shares of the company’s stock worth $2,764,000 after acquiring an additional 2,155 shares in the last quarter. Creative Planning boosted its stake in Vanguard ESG US Stock ETF by 4.6% during the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock worth $125,118,000 after acquiring an additional 54,143 shares in the last quarter. LexAurum Advisors LLC boosted its stake in Vanguard ESG US Stock ETF by 17.6% during the third quarter. LexAurum Advisors LLC now owns 6,222 shares of the company’s stock worth $632,000 after acquiring an additional 931 shares in the last quarter. Finally, OmniStar Financial Group Inc. boosted its stake in Vanguard ESG US Stock ETF by 6.0% during the third quarter. OmniStar Financial Group Inc. now owns 3,358 shares of the company’s stock worth $344,000 after acquiring an additional 191 shares in the last quarter.

Vanguard ESG US Stock ETF Price Performance

BATS:ESGV opened at $109.25 on Friday. The business’s 50 day simple moving average is $107.16 and its 200-day simple moving average is $103.19. The company has a market capitalization of $9.88 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

About Vanguard ESG US 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.