Cascade Investment Advisors Inc. Trims Stock Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Cascade Investment Advisors Inc. cut its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 11.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,142 shares of the company’s stock after selling 808 shares during the quarter. Cascade Investment Advisors Inc.’s holdings in Vanguard ESG US Stock ETF were worth $644,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC increased its stake in shares of Vanguard ESG US Stock ETF by 2.0% in the fourth quarter. Brighton Jones LLC now owns 5,038 shares of the company’s stock worth $528,000 after buying an additional 98 shares during the last quarter. Peirce Capital Management LLC grew its holdings in Vanguard ESG US Stock ETF by 2.0% during the 3rd quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock worth $523,000 after acquiring an additional 102 shares in the last quarter. Sentinel Pension Advisors Inc. increased its position in shares of Vanguard ESG US Stock ETF by 2.6% in the 4th quarter. Sentinel Pension Advisors Inc. now owns 4,088 shares of the company’s stock worth $429,000 after purchasing an additional 104 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC raised its stake in shares of Vanguard ESG US Stock ETF by 3.2% in the 3rd 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 in the last quarter. Finally, Empower Advisory Group LLC raised its stake in shares of Vanguard ESG US Stock ETF by 1.2% in the 3rd 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.

Vanguard ESG US Stock ETF Stock Up 3.1 %

BATS:ESGV opened at $107.22 on Tuesday. The stock has a 50 day moving average price of $106.79 and a 200-day moving average price of $102.30. The firm has a market capitalization of $9.70 billion, a P/E ratio of 26.02 and a beta of 1.10.

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.