Cherrydale Wealth Management LLC Has $790,000 Stock Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Cherrydale Wealth Management LLC lifted its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 11.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,528 shares of the company’s stock after acquiring an additional 747 shares during the period. Vanguard ESG US Stock ETF makes up approximately 0.3% of Cherrydale Wealth Management LLC’s holdings, making the stock its 29th biggest holding. Cherrydale Wealth Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $790,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. CGN Advisors LLC grew its position in Vanguard ESG US Stock ETF by 5.6% in the fourth quarter. CGN Advisors LLC now owns 25,797 shares of the company’s stock valued at $2,706,000 after purchasing an additional 1,358 shares in the last quarter. InTrack Investment Management Inc grew its stake in shares of Vanguard ESG US Stock ETF by 18.0% in the fourth quarter. InTrack Investment Management Inc now owns 5,686 shares of the company’s stock valued at $591,000 after acquiring an additional 869 shares in the last quarter. Selective Wealth Management Inc. raised its position in shares of Vanguard ESG US Stock ETF by 3.8% in the 4th quarter. Selective Wealth Management Inc. now owns 9,281 shares of the company’s stock valued at $965,000 after buying an additional 338 shares in the last quarter. LongView Wealth Management acquired a new position in Vanguard ESG US Stock ETF during the fourth quarter worth about $203,000. Finally, Merit Financial Group LLC grew its position in Vanguard ESG US Stock ETF by 9.2% during the 4th quarter. Merit Financial Group LLC now owns 35,986 shares of the company’s stock worth $3,775,000 after acquiring an additional 3,025 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 2.7 %

Shares of BATS:ESGV traded up $2.80 during trading on Friday, reaching $106.76. The stock had a trading volume of 153,832 shares. The business’s 50 day moving average is $106.56 and its two-hundred day moving average is $101.91. The stock has a market capitalization of $9.66 billion, a PE ratio of 26.02 and a beta of 1.10.

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.