Pearl Planning LLC Purchases New Position in Vanguard ESG U.S. Stock ETF $ESGV

Pearl Planning LLC purchased a new stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 56,960 shares of the company’s stock, valued at approximately $6,890,000. Vanguard ESG U.S. Stock ETF makes up about 4.2% of Pearl Planning LLC’s portfolio, making the stock its 8th biggest holding. Pearl Planning LLC owned 0.06% of Vanguard ESG U.S. Stock ETF at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in ESGV. Leo Wealth LLC lifted its position in Vanguard ESG U.S. Stock ETF by 84.1% in the 4th quarter. Leo Wealth LLC now owns 694,165 shares of the company’s stock valued at $84,002,000 after acquiring an additional 317,058 shares in the last quarter. IMA Advisory Services Inc. bought a new position in Vanguard ESG U.S. Stock ETF in the 3rd quarter valued at about $32,461,000. Olde Wealth Management LLC bought a new position in Vanguard ESG U.S. Stock ETF in the 3rd quarter valued at about $22,525,000. Vanguard Group Inc. lifted its position in Vanguard ESG U.S. Stock ETF by 5.1% in the 3rd quarter. Vanguard Group Inc. now owns 3,480,658 shares of the company’s stock valued at $412,249,000 after acquiring an additional 168,238 shares in the last quarter. Finally, Caprock Group LLC bought a new position in Vanguard ESG U.S. Stock ETF in the 3rd quarter valued at about $18,215,000.

Vanguard ESG U.S. Stock ETF Stock Performance

Shares of BATS ESGV opened at $130.20 on Friday. Vanguard ESG U.S. Stock ETF has a fifty-two week low of $99.30 and a fifty-two week high of $130.23. The stock has a market cap of $12.69 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The firm’s 50-day simple moving average is $118.53 and its 200 day simple moving average is $119.91.

About Vanguard ESG U.S. 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.