Wealth Enhancement Advisory Services LLC Has $2.10 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Wealth Enhancement Advisory Services LLC lessened its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 11.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,648 shares of the company’s stock after selling 2,555 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,099,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of ESGV. Peirce Capital Management LLC increased its holdings in shares of Vanguard ESG US Stock ETF by 2.0% during the 3rd quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock worth $523,000 after acquiring an additional 102 shares during the last quarter. Palisades Hudson Asset Management L.P. raised its position in shares of Vanguard ESG US Stock ETF by 0.3% in the second quarter. Palisades Hudson Asset Management L.P. now owns 33,161 shares of the company’s stock valued at $3,204,000 after purchasing an additional 103 shares during the period. Financial Counselors Inc. lifted its stake in shares of Vanguard ESG US Stock ETF by 1.5% during the 1st quarter. Financial Counselors Inc. now owns 7,827 shares of the company’s stock worth $729,000 after buying an additional 117 shares during the last quarter. Prio Wealth Limited Partnership lifted its stake in shares of Vanguard ESG US Stock ETF by 0.6% during the 3rd quarter. Prio Wealth Limited Partnership now owns 23,600 shares of the company’s stock worth $2,399,000 after buying an additional 140 shares during the last quarter. Finally, RFG Advisory LLC boosted its holdings in shares of Vanguard ESG US Stock ETF by 0.9% during the 2nd quarter. RFG Advisory LLC now owns 16,339 shares of the company’s stock worth $1,579,000 after buying an additional 150 shares during the period.

Vanguard ESG US Stock ETF Stock Performance

Vanguard ESG US Stock ETF stock opened at $101.28 on Friday. The firm has a fifty day moving average of $100.67 and a 200-day moving average of $96.90. The company has a market cap of $9.16 billion, a PE ratio of 26.02 and a beta of 1.10.

About Vanguard ESG US 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.