Leonard Rickey Investment Advisors P.L.L.C. Cuts Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Leonard Rickey Investment Advisors P.L.L.C. reduced its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 6.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,238 shares of the company’s stock after selling 970 shares during the quarter. Vanguard ESG US Stock ETF comprises about 0.4% of Leonard Rickey Investment Advisors P.L.L.C.’s portfolio, making the stock its 29th largest holding. Leonard Rickey Investment Advisors P.L.L.C.’s holdings in Vanguard ESG US Stock ETF were worth $1,598,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in ESGV. Fairway Wealth LLC acquired a new position in shares of Vanguard ESG US Stock ETF during the 3rd quarter worth about $48,000. Aptus Capital Advisors LLC increased its position in shares of Vanguard ESG US Stock ETF by 294.4% during the third quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock valued at $50,000 after acquiring an additional 365 shares during the last quarter. Phillips Financial Management LLC purchased a new stake in Vanguard ESG US Stock ETF in the third quarter valued at approximately $52,000. Brown Brothers Harriman & Co. purchased a new position in Vanguard ESG US Stock ETF during the 3rd quarter valued at about $104,000. Finally, Eastern Bank acquired a new position in shares of Vanguard ESG US Stock ETF in the third quarter valued at approximately $152,000.

Vanguard ESG US Stock ETF Price Performance

ESGV opened at $106.76 on Tuesday. The business’s 50 day moving average is $106.56 and its two-hundred day moving average is $101.97. The firm has a market cap of $9.66 billion, a PE 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.