Mokosak Advisory Group LLC Decreases Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Mokosak Advisory Group LLC lowered its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 3.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 6,845 shares of the company’s stock after selling 233 shares during the quarter. Vanguard ESG US Stock ETF comprises approximately 0.2% of Mokosak Advisory Group LLC’s holdings, making the stock its 16th largest holding. Mokosak Advisory Group LLC’s holdings in Vanguard ESG US Stock ETF were worth $582,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Vanguard ESG US Stock ETF by 1.4% during the 3rd quarter. Vanguard Group Inc. now owns 8,229,430 shares of the company’s stock worth $619,018,000 after purchasing an additional 112,353 shares during the period. Creative Planning boosted its holdings in Vanguard ESG US Stock ETF by 0.9% in the 3rd quarter. Creative Planning now owns 1,114,123 shares of the company’s stock worth $83,804,000 after acquiring an additional 10,192 shares during the period. Wealthfront Advisers LLC boosted its holdings in Vanguard ESG US Stock ETF by 11.3% in the 3rd quarter. Wealthfront Advisers LLC now owns 885,335 shares of the company’s stock worth $66,595,000 after acquiring an additional 90,113 shares during the period. Morgan Stanley boosted its holdings in Vanguard ESG US Stock ETF by 7.1% in the 4th quarter. Morgan Stanley now owns 869,196 shares of the company’s stock worth $57,245,000 after acquiring an additional 57,569 shares during the period. Finally, Verde Capital Management boosted its holdings in Vanguard ESG US Stock ETF by 2.7% in the 3rd quarter. Verde Capital Management now owns 506,468 shares of the company’s stock worth $38,097,000 after acquiring an additional 13,371 shares during the period.

Vanguard ESG US Stock ETF Stock Down 0.3 %

BATS ESGV traded down $0.26 on Thursday, reaching $88.19. The company had a trading volume of 202,597 shares. The firm has a market capitalization of $7.98 billion, a price-to-earnings ratio of 26.27 and a beta of 1.09. The firm’s 50-day moving average is $91.08 and its 200-day moving average is $84.56.

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.