Diversified Portfolios Inc. Has $14.46 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Diversified Portfolios Inc. cut its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 3.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 142,260 shares of the company’s stock after selling 4,367 shares during the quarter. Vanguard ESG US Stock ETF comprises 1.6% of Diversified Portfolios Inc.’s investment portfolio, making the stock its 17th largest holding. Diversified Portfolios Inc. owned approximately 0.16% of Vanguard ESG US Stock ETF worth $14,461,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Peirce Capital Management LLC increased its stake in Vanguard ESG US Stock ETF by 2.0% during the third quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock valued at $523,000 after acquiring an additional 102 shares during the period. Palisades Hudson Asset Management L.P. grew its holdings in shares of Vanguard ESG US Stock ETF by 0.3% during the 2nd quarter. Palisades Hudson Asset Management L.P. now owns 33,161 shares of the company’s stock worth $3,204,000 after purchasing an additional 103 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC increased its position in shares of Vanguard ESG US Stock ETF by 3.2% during the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 3,378 shares of the company’s stock valued at $343,000 after purchasing an additional 106 shares during the period. Empower Advisory Group LLC raised its stake in shares of Vanguard ESG US Stock ETF by 1.2% in the third quarter. Empower Advisory Group LLC now owns 9,287 shares of the company’s stock valued at $944,000 after purchasing an additional 108 shares in the last quarter. Finally, Prio Wealth Limited Partnership lifted its position in Vanguard ESG US Stock ETF by 0.6% in the third quarter. Prio Wealth Limited Partnership now owns 23,600 shares of the company’s stock worth $2,399,000 after purchasing an additional 140 shares during the period.

Vanguard ESG US Stock ETF Trading Down 0.0 %

Vanguard ESG US Stock ETF stock traded down $0.04 on Thursday, hitting $106.45. The company’s stock had a trading volume of 192,169 shares. The stock has a market capitalization of $9.63 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The firm has a 50 day simple moving average of $101.68 and a two-hundred day simple moving average of $97.82.

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.