Level Financial Advisors Sells 363 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Level Financial Advisors reduced its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 7.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,223 shares of the company’s stock after selling 363 shares during the period. Level Financial Advisors’ holdings in Vanguard ESG US Stock ETF were worth $443,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of ESGV. Brighton Jones LLC raised its stake in Vanguard ESG US Stock ETF by 2.0% during the 4th quarter. Brighton Jones LLC now owns 5,038 shares of the company’s stock valued at $528,000 after purchasing an additional 98 shares during the last quarter. Peirce Capital Management LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 2.0% in the third quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock valued at $523,000 after buying an additional 102 shares during the period. Sentinel Pension Advisors Inc. grew its position in Vanguard ESG US Stock ETF by 2.6% during the fourth quarter. Sentinel Pension Advisors Inc. now owns 4,088 shares of the company’s stock worth $429,000 after buying an additional 104 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC increased its stake in Vanguard ESG US Stock ETF by 3.2% during the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 3,378 shares of the company’s stock valued at $343,000 after acquiring an additional 106 shares during the period. Finally, Empower Advisory Group LLC raised its holdings in Vanguard ESG US Stock ETF by 1.2% in the 3rd quarter. Empower Advisory Group LLC now owns 9,287 shares of the company’s stock valued at $944,000 after acquiring an additional 108 shares in the last quarter.

Vanguard ESG US Stock ETF Price Performance

Shares of BATS:ESGV opened at $107.22 on Tuesday. The firm has a market cap of $9.70 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The stock’s fifty day moving average price is $106.79 and its 200 day moving average price is $102.30.

Vanguard ESG US 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.