Fortis Group Advisors LLC Purchases New Shares in Vanguard ESG US Stock ETF (BATS:ESGV)

Fortis Group Advisors LLC acquired a new position in Vanguard ESG US Stock ETF (BATS:ESGV) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,360 shares of the company’s stock, valued at approximately $116,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Vanguard ESG US Stock ETF by 1.4% during the third quarter. Vanguard Group Inc. now owns 8,229,430 shares of the company’s stock valued at $619,018,000 after purchasing an additional 112,353 shares in the last quarter. Creative Planning boosted its holdings in shares of Vanguard ESG US Stock ETF by 4.4% during the 4th quarter. Creative Planning now owns 1,162,945 shares of the company’s stock valued at $98,920,000 after buying an additional 48,822 shares in the last quarter. Verde Capital Management grew its position in shares of 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 buying an additional 13,371 shares during the period. Angeles Investment Advisors LLC increased its stake in shares of Vanguard ESG US Stock ETF by 4.6% in the 4th quarter. Angeles Investment Advisors LLC now owns 479,870 shares of the company’s stock worth $40,818,000 after acquiring an additional 21,312 shares in the last quarter. Finally, Platt Investment Counsel LLC increased its stake in shares of Vanguard ESG US Stock ETF by 9.2% in the 4th quarter. Platt Investment Counsel LLC now owns 402,904 shares of the company’s stock worth $34,271,000 after acquiring an additional 34,109 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Performance

BATS:ESGV traded up $0.08 during mid-day trading on Friday, hitting $96.36. 99,984 shares of the company’s stock were exchanged. The stock has a market cap of $8.72 billion, a P/E ratio of 26.02 and a beta of 1.10. The company has a 50 day moving average price of $92.05 and a two-hundred day moving average price of $89.19.

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.