West Financial Advisors LLC Reduces Position in Vanguard ESG US Stock ETF (BATS:ESGV)

West Financial Advisors LLC trimmed its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 9.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,290 shares of the company’s stock after selling 2,118 shares during the period. Vanguard ESG US Stock ETF accounts for about 0.4% of West Financial Advisors LLC’s holdings, making the stock its 27th biggest holding. West Financial Advisors LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,023,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Presilium Private Wealth LLC raised its holdings in Vanguard ESG US Stock ETF by 6.1% in the 4th quarter. Presilium Private Wealth LLC now owns 8,077 shares of the company’s stock valued at $847,000 after acquiring an additional 463 shares during the last quarter. Meridian Financial Partners LLC purchased a new stake in shares of Vanguard ESG US Stock ETF in the fourth quarter valued at approximately $267,000. Quantum Financial Advisors LLC acquired a new stake in shares of Vanguard ESG US Stock ETF in the fourth quarter valued at approximately $351,000. TPG Financial Advisors LLC increased its holdings in shares of Vanguard ESG US Stock ETF by 7.9% in the fourth quarter. TPG Financial Advisors LLC now owns 4,787 shares of the company’s stock valued at $502,000 after purchasing an additional 350 shares during the last quarter. Finally, Sentinel Pension Advisors Inc. lifted its position in Vanguard ESG US Stock ETF by 2.6% during the fourth quarter. Sentinel Pension Advisors Inc. now owns 4,088 shares of the company’s stock worth $429,000 after buying an additional 104 shares in the last quarter.

Vanguard ESG US Stock ETF Trading Up 1.9 %

Shares of BATS:ESGV opened at $105.96 on Thursday. The stock has a market cap of $9.59 billion, a PE ratio of 26.02 and a beta of 1.10. The company has a 50-day moving average of $106.57 and a two-hundred day moving average of $101.81.

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.