Silver Oak Advisory Group Inc. Lowers Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Silver Oak Advisory Group Inc. lessened its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 2.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 9,594 shares of the company’s stock after selling 276 shares during the quarter. Vanguard ESG US Stock ETF makes up about 0.5% of Silver Oak Advisory Group Inc.’s investment portfolio, making the stock its 26th largest holding. Silver Oak Advisory Group Inc.’s holdings in Vanguard ESG US Stock ETF were worth $1,006,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in ESGV. Janney Montgomery Scott LLC purchased a new position in Vanguard ESG US Stock ETF during the third quarter valued at $933,000. Mesirow Financial Investment Management Inc. raised its stake in Vanguard ESG US Stock ETF by 100.4% during the third quarter. Mesirow Financial Investment Management Inc. now owns 18,026 shares of the company’s stock valued at $1,833,000 after buying an additional 9,031 shares during the last quarter. Legacy Capital Wealth Partners LLC raised its stake in Vanguard ESG US Stock ETF by 27.0% during the third quarter. Legacy Capital Wealth Partners LLC now owns 2,843 shares of the company’s stock valued at $289,000 after buying an additional 605 shares during the last quarter. Marshall Financial Group Inc. ADV raised its stake in Vanguard ESG US Stock ETF by 6.4% during the third quarter. Marshall Financial Group Inc. ADV now owns 18,691 shares of the company’s stock valued at $1,900,000 after buying an additional 1,132 shares during the last quarter. Finally, Addison Advisors LLC raised its stake in Vanguard ESG US Stock ETF by 2.9% during the third quarter. Addison Advisors LLC now owns 17,869 shares of the company’s stock valued at $1,816,000 after buying an additional 502 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Down 5.2 %

Shares of BATS:ESGV opened at $98.55 on Tuesday. The stock has a fifty day simple moving average of $106.34 and a two-hundred day simple moving average of $104.41. The stock has a market capitalization of $9.63 billion, a price-to-earnings ratio of 27.98 and a beta of 1.05. Vanguard ESG US Stock ETF has a 12-month low of $87.00 and a 12-month high of $109.62.

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.