Vanguard ESG International Stock ETF $VSGX is Joel Adams & Associates Inc.’s 4th Largest Position

Joel Adams & Associates Inc. grew its holdings in shares of Vanguard ESG International Stock ETF (BATS:VSGX) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 145,259 shares of the company’s stock after buying an additional 6,449 shares during the quarter. Vanguard ESG International Stock ETF accounts for about 7.8% of Joel Adams & Associates Inc.’s investment portfolio, making the stock its 4th largest holding. Joel Adams & Associates Inc.’s holdings in Vanguard ESG International Stock ETF were worth $10,403,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Vanguard ESG International Stock ETF by 5.4% during the 3rd quarter. Vanguard Group Inc. now owns 3,819,560 shares of the company’s stock valued at $264,963,000 after buying an additional 194,603 shares during the last quarter. Leo Wealth LLC boosted its stake in shares of Vanguard ESG International Stock ETF by 36.1% during the 4th quarter. Leo Wealth LLC now owns 840,991 shares of the company’s stock valued at $60,257,000 after buying an additional 223,277 shares during the last quarter. Harpswell Capital Advisors LLC purchased a new position in shares of Vanguard ESG International Stock ETF during the 3rd quarter valued at approximately $39,805,000. IMA Advisory Services Inc. acquired a new stake in shares of Vanguard ESG International Stock ETF during the 3rd quarter valued at approximately $34,302,000. Finally, Raymond James Financial Inc. raised its position in shares of Vanguard ESG International Stock ETF by 3.7% during the 3rd quarter. Raymond James Financial Inc. now owns 379,428 shares of the company’s stock valued at $26,321,000 after acquiring an additional 13,595 shares in the last quarter.

Vanguard ESG International Stock ETF Stock Performance

VSGX stock opened at $78.95 on Monday. The firm has a market cap of $5.53 billion, a P/E ratio of 15.83 and a beta of 0.79. Vanguard ESG International Stock ETF has a 12-month low of $57.41 and a 12-month high of $80.78. The stock’s 50 day simple moving average is $75.08 and its 200 day simple moving average is $72.98.

About Vanguard ESG International Stock ETF

The Vanguard ESG International Stock ETF (VSGX) is an exchange-traded fund that is based on the FTSE Global All Cap ex USA Choice index, a market-cap-weighted index of global ex-US companies screened for environmental, social, and corporate governance criteria. VSGX was launched on Sep 18, 2018 and is managed by Vanguard.