LRI Investments LLC Makes New Investment in Vanguard ESG US Stock ETF (BATS:ESGV)

LRI Investments LLC bought a new position in Vanguard ESG US Stock ETF (BATS:ESGV) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 621 shares of the company’s stock, valued at approximately $65,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Allworth Financial LP boosted its holdings in Vanguard ESG US Stock ETF by 141.8% in the fourth quarter. Allworth Financial LP now owns 4,355 shares of the company’s stock valued at $473,000 after purchasing an additional 2,554 shares during the last quarter. Sanctuary Advisors LLC boosted its holdings in Vanguard ESG US Stock ETF by 5.7% in the fourth quarter. Sanctuary Advisors LLC now owns 7,767 shares of the company’s stock valued at $842,000 after purchasing an additional 418 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in Vanguard ESG US Stock ETF by 2.6% in the fourth quarter. JPMorgan Chase & Co. now owns 223,056 shares of the company’s stock valued at $23,396,000 after purchasing an additional 5,614 shares during the last quarter. Atria Wealth Solutions Inc. purchased a new position in Vanguard ESG US Stock ETF in the fourth quarter valued at about $232,000. Finally, LifeGuide Financial Advisors LLC lifted its holdings in Vanguard ESG US Stock ETF by 13.6% during the 4th quarter. LifeGuide Financial Advisors LLC now owns 145,434 shares of the company’s stock worth $15,255,000 after buying an additional 17,452 shares during the last quarter.

Vanguard ESG US Stock ETF Stock Down 0.2%

BATS:ESGV opened at $103.75 on Wednesday. The business’s 50 day moving average is $96.72 and its two-hundred day moving average is $103.06. Vanguard ESG US Stock ETF has a 52 week low of $84.41 and a 52 week high of $109.62. The company has a market cap of $10.10 billion, a PE ratio of 25.93 and a beta of 1.07.

Vanguard ESG US 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.