Bell Investment Advisors Inc Lowers Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Bell Investment Advisors Inc lowered its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,641 shares of the company’s stock after selling 645 shares during the quarter. Bell Investment Advisors Inc’s holdings in Vanguard ESG US Stock ETF were worth $2,165,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Stifel Financial Corp raised its position in shares of Vanguard ESG US Stock ETF by 7.1% during the 3rd quarter. Stifel Financial Corp now owns 15,476 shares of the company’s stock valued at $1,573,000 after buying an additional 1,030 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Vanguard ESG US Stock ETF by 8.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 217,442 shares of the company’s stock valued at $22,103,000 after buying an additional 16,176 shares in the last quarter. Allworth Financial LP raised its position in shares of Vanguard ESG US Stock ETF by 141.8% during the 4th quarter. Allworth Financial LP now owns 4,355 shares of the company’s stock valued at $473,000 after buying an additional 2,554 shares in the last quarter. Sanctuary Advisors LLC raised its position in shares of Vanguard ESG US Stock ETF by 5.7% during the 4th quarter. Sanctuary Advisors LLC now owns 7,767 shares of the company’s stock valued at $842,000 after buying an additional 418 shares in the last quarter. Finally, FMR LLC raised its position in shares of Vanguard ESG US Stock ETF by 5.0% during the 3rd quarter. FMR LLC now owns 10,335 shares of the company’s stock valued at $1,051,000 after buying an additional 496 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Performance

ESGV stock opened at $101.90 on Monday. Vanguard ESG US Stock ETF has a 52 week low of $87.00 and a 52 week high of $109.62. The firm’s fifty day moving average is $106.50 and its 200 day moving average is $104.41. The firm has a market cap of $9.96 billion, a P/E ratio of 27.98 and a beta of 1.05.

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.