Liberty Wealth Management LLC Grows Stock Position in Vanguard ESG U.S. Stock ETF $ESGV

Liberty Wealth Management LLC grew its position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 12.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,424 shares of the company’s stock after buying an additional 262 shares during the period. Liberty Wealth Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $266,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Leo Wealth LLC raised its stake in Vanguard ESG U.S. Stock ETF by 78.9% in the 2nd quarter. Leo Wealth LLC now owns 678,646 shares of the company’s stock valued at $74,472,000 after acquiring an additional 299,201 shares during the period. Vanguard Group Inc. raised its position in shares of Vanguard ESG U.S. Stock ETF by 4.8% in the first quarter. Vanguard Group Inc. now owns 3,215,327 shares of the company’s stock valued at $314,941,000 after purchasing an additional 148,348 shares during the period. Prime Buchholz LLC purchased a new stake in shares of Vanguard ESG U.S. Stock ETF during the 1st quarter valued at approximately $11,534,000. Betterment LLC lifted its stake in shares of Vanguard ESG U.S. Stock ETF by 22.9% during the 1st quarter. Betterment LLC now owns 508,902 shares of the company’s stock valued at $49,847,000 after buying an additional 94,879 shares in the last quarter. Finally, Partners Capital Investment Group LLP boosted its holdings in Vanguard ESG U.S. Stock ETF by 22.7% in the 1st quarter. Partners Capital Investment Group LLP now owns 440,383 shares of the company’s stock worth $43,136,000 after buying an additional 81,557 shares during the period.

Vanguard ESG U.S. Stock ETF Price Performance

Shares of ESGV stock opened at $122.02 on Tuesday. The company’s fifty day simple moving average is $117.15 and its two-hundred day simple moving average is $109.58. Vanguard ESG U.S. Stock ETF has a 1 year low of $84.41 and a 1 year high of $112.76. The stock has a market capitalization of $11.89 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07.

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.