Monterey Private Wealth Inc. Grows Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Monterey Private Wealth Inc. grew its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,936 shares of the company’s stock after purchasing an additional 124 shares during the quarter. Vanguard ESG US Stock ETF makes up about 1.6% of Monterey Private Wealth Inc.’s portfolio, making the stock its 15th biggest holding. Monterey Private Wealth Inc.’s holdings in Vanguard ESG US Stock ETF were worth $4,713,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Koshinski Asset Management Inc. purchased a new position in shares of Vanguard ESG US Stock ETF in the 4th quarter valued at about $597,000. Gemmer Asset Management LLC grew its holdings in Vanguard ESG US Stock ETF by 10.3% in the fourth quarter. Gemmer Asset Management LLC now owns 141,062 shares of the company’s stock valued at $14,796,000 after purchasing an additional 13,174 shares during the period. Access Financial Services Inc. increased its position in shares of Vanguard ESG US Stock ETF by 7.5% in the fourth quarter. Access Financial Services Inc. now owns 3,874 shares of the company’s stock valued at $406,000 after buying an additional 270 shares in the last quarter. Clarius Group LLC raised its stake in shares of Vanguard ESG US Stock ETF by 5.1% during the 4th quarter. Clarius Group LLC now owns 2,427 shares of the company’s stock worth $255,000 after buying an additional 118 shares during the period. Finally, Cherrydale Wealth Management LLC lifted its position in shares of Vanguard ESG US Stock ETF by 11.0% during the 4th quarter. Cherrydale Wealth Management LLC now owns 7,528 shares of the company’s stock valued at $790,000 after buying an additional 747 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Up 2.7 %

Vanguard ESG US Stock ETF stock opened at $106.76 on Tuesday. The firm has a market cap of $9.66 billion, a PE ratio of 26.02 and a beta of 1.10. The company has a 50-day moving average of $106.56 and a two-hundred day moving average of $101.97.

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.