Confluence Wealth Services Inc. Raises Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Confluence Wealth Services Inc. boosted its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 51.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,403 shares of the company’s stock after purchasing an additional 1,489 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Vanguard ESG US Stock ETF were worth $410,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Silver Oak Advisory Group Inc. grew its holdings in shares of Vanguard ESG US Stock ETF by 33.1% during the fourth quarter. Silver Oak Advisory Group Inc. now owns 10,100 shares of the company’s stock worth $859,000 after purchasing an additional 2,514 shares in the last quarter. Mariner LLC grew its stake in Vanguard ESG US Stock ETF by 2.8% in the 3rd quarter. Mariner LLC now owns 21,412 shares of the company’s stock worth $1,611,000 after buying an additional 578 shares in the last quarter. Mather Group LLC. increased its holdings in shares of Vanguard ESG US Stock ETF by 44.0% in the 4th quarter. Mather Group LLC. now owns 234,025 shares of the company’s stock worth $19,906,000 after buying an additional 71,487 shares during the last quarter. Facet Wealth Inc. raised its position in shares of Vanguard ESG US Stock ETF by 15.2% during the 3rd quarter. Facet Wealth Inc. now owns 296,004 shares of the company’s stock valued at $21,685,000 after buying an additional 39,083 shares in the last quarter. Finally, Vanguard Group Inc. lifted 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 acquiring an additional 112,353 shares during the last quarter.

Vanguard ESG US Stock ETF Price Performance

BATS:ESGV traded down $1.40 during midday trading on Tuesday, hitting $88.71. The company had a trading volume of 164,032 shares. The stock has a 50-day simple moving average of $90.98 and a two-hundred day simple moving average of $85.45. The firm has a market cap of $8.03 billion, a P/E ratio of 26.27 and a beta of 1.09.

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.