Orgel Wealth Management LLC Decreases Stock Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Orgel Wealth Management LLC cut its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 0.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 204,775 shares of the company’s stock after selling 917 shares during the period. Vanguard ESG US Stock ETF accounts for approximately 0.6% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding. Orgel Wealth Management LLC owned about 0.23% of Vanguard ESG US Stock ETF worth $21,479,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Cherrydale Wealth Management LLC boosted its holdings in Vanguard ESG US Stock ETF by 11.0% in the fourth quarter. Cherrydale Wealth Management LLC now owns 7,528 shares of the company’s stock valued at $790,000 after purchasing an additional 747 shares during the last quarter. CGN Advisors LLC increased its stake in shares of Vanguard ESG US Stock ETF by 5.6% during the fourth quarter. CGN Advisors LLC now owns 25,797 shares of the company’s stock worth $2,706,000 after purchasing an additional 1,358 shares in the last quarter. InTrack Investment Management Inc raised its holdings in shares of Vanguard ESG US Stock ETF by 18.0% during 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 during the last quarter. Selective Wealth Management Inc. boosted its stake in Vanguard ESG US Stock ETF by 3.8% during the 4th quarter. Selective Wealth Management Inc. now owns 9,281 shares of the company’s stock worth $965,000 after purchasing an additional 338 shares during the last quarter. Finally, LongView Wealth Management purchased a new stake in Vanguard ESG US Stock ETF during the 4th quarter valued at about $203,000.

Vanguard ESG US Stock ETF Price Performance

Shares of ESGV opened at $106.76 on Friday. The stock has a market capitalization of $9.66 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The firm has a 50-day moving average price of $106.56 and a 200-day moving average price of $101.94.

Vanguard ESG US Stock ETF 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.