Charter Oak Capital Management LLC Cuts Stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV)

Charter Oak Capital Management LLC reduced its stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 2.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,481 shares of the company’s stock after selling 1,376 shares during the period. Vanguard ESG U.S. Stock ETF makes up 0.5% of Charter Oak Capital Management LLC’s portfolio, making the stock its 21st biggest position. Charter Oak Capital Management LLC owned approximately 0.05% of Vanguard ESG U.S. Stock ETF worth $5,238,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. Brooklyn FI LLC boosted its position in shares of Vanguard ESG U.S. Stock ETF by 6,293.5% during the fourth quarter. Brooklyn FI LLC now owns 1,725,810 shares of the company’s stock valued at $181,069,000 after buying an additional 1,698,817 shares during the last quarter. Stanich Group LLC purchased a new stake in shares of Vanguard ESG U.S. Stock ETF during the fourth quarter valued at $53,895,000. Raymond James Financial Inc. purchased a new stake in shares of Vanguard ESG U.S. Stock ETF during the fourth quarter valued at $52,919,000. Sellwood Investment Partners LLC purchased a new stake in shares of Vanguard ESG U.S. Stock ETF during the fourth quarter valued at $33,446,000. Finally, Vanguard Group Inc. boosted its position in shares of Vanguard ESG U.S. Stock ETF by 11.4% during the fourth quarter. Vanguard Group Inc. now owns 3,066,979 shares of the company’s stock valued at $321,695,000 after buying an additional 313,849 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Price Performance

Vanguard ESG U.S. Stock ETF stock opened at $106.17 on Friday. Vanguard ESG U.S. Stock ETF has a one year low of $84.41 and a one year high of $109.62. The stock has a market capitalization of $10.31 billion, a PE ratio of 25.93 and a beta of 1.07. The business’s fifty day moving average is $98.55 and its 200 day moving average is $103.09.

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.