BSW Wealth Partners Boosts Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

BSW Wealth Partners lifted its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 0.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 64,418 shares of the company’s stock after buying an additional 451 shares during the period. Vanguard ESG US Stock ETF comprises 1.0% of BSW Wealth Partners’ investment portfolio, making the stock its 18th largest position. BSW Wealth Partners owned 0.07% of Vanguard ESG US Stock ETF worth $6,548,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. International Assets Investment Management LLC grew its position in Vanguard ESG US Stock ETF by 67,170.1% during the third quarter. International Assets Investment Management LLC now owns 155,394 shares of the company’s stock valued at $15,796,000 after acquiring an additional 155,163 shares during the last quarter. Financial Connections Group Inc. bought a new position in shares of Vanguard ESG US Stock ETF during the 2nd quarter valued at $14,572,000. New Covenant Trust Company N.A. purchased a new position in Vanguard ESG US Stock ETF in the 1st quarter worth $6,468,000. Garde Capital Inc. lifted its stake in Vanguard ESG US Stock ETF by 49.4% in the first quarter. Garde Capital Inc. now owns 201,923 shares of the company’s stock worth $18,817,000 after purchasing an additional 66,727 shares during the last quarter. Finally, Cetera Investment Advisers boosted its position in Vanguard ESG US Stock ETF by 2,548.0% during the first quarter. Cetera Investment Advisers now owns 68,027 shares of the company’s stock valued at $6,339,000 after buying an additional 65,458 shares during the period.

Vanguard ESG US Stock ETF Price Performance

Shares of BATS:ESGV traded up $0.50 on Friday, reaching $101.28. 173,414 shares of the company traded hands. The stock has a market capitalization of $9.16 billion, a PE ratio of 26.02 and a beta of 1.10. The business has a 50 day simple moving average of $100.67 and a 200-day simple moving average of $96.90.

About Vanguard ESG US Stock ETF

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.