Robertson Stephens Wealth Management LLC Sells 254 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Robertson Stephens Wealth Management LLC lessened its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,467 shares of the company’s stock after selling 254 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $1,517,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Creative Planning boosted its position in shares of Vanguard ESG US Stock ETF by 4.6% in the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after acquiring an additional 54,143 shares during the period. Stifel Financial Corp boosted its position in shares of Vanguard ESG US Stock ETF by 7.1% in the third quarter. Stifel Financial Corp now owns 15,476 shares of the company’s stock valued at $1,573,000 after acquiring an additional 1,030 shares during the period. JPMorgan Chase & Co. boosted its position in shares of Vanguard ESG US Stock ETF by 8.0% in the third quarter. JPMorgan Chase & Co. now owns 217,442 shares of the company’s stock valued at $22,103,000 after acquiring an additional 16,176 shares during the period. FMR LLC boosted its position in shares of Vanguard ESG US Stock ETF by 5.0% in the third quarter. FMR LLC now owns 10,335 shares of the company’s stock valued at $1,051,000 after acquiring an additional 496 shares during the period. Finally, Davis R M Inc. boosted its position in shares of Vanguard ESG US Stock ETF by 19.7% in the third quarter. Davis R M Inc. now owns 21,618 shares of the company’s stock valued at $2,197,000 after acquiring an additional 3,565 shares during the period.

Vanguard ESG US Stock ETF Price Performance

ESGV stock opened at $108.69 on Friday. The company has a 50 day moving average price of $107.12 and a 200 day moving average price of $102.76. The company has a market capitalization of $9.83 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

Vanguard ESG US Stock ETF Company 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.