Mokosak Advisory Group LLC Reduces Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Mokosak Advisory Group LLC trimmed its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,082 shares of the company’s stock after selling 245 shares during the period. Vanguard ESG US Stock ETF accounts for about 0.2% of Mokosak Advisory Group LLC’s investment portfolio, making the stock its 17th biggest holding. Mokosak Advisory Group LLC’s holdings in Vanguard ESG US Stock ETF were worth $533,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Creative Planning boosted its holdings in shares of Vanguard ESG US Stock ETF by 4.6% in the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock worth $125,118,000 after buying an additional 54,143 shares during the last quarter. Leo Wealth LLC increased its position in Vanguard ESG US Stock ETF by 1.0% in the third quarter. Leo Wealth LLC now owns 682,919 shares of the company’s stock worth $69,419,000 after purchasing an additional 7,041 shares during the last quarter. Verde Capital Management increased its position in Vanguard ESG US Stock ETF by 2.3% in the fourth quarter. Verde Capital Management now owns 562,572 shares of the company’s stock worth $59,008,000 after purchasing an additional 12,748 shares during the last quarter. Angeles Investment Advisors LLC increased its position in Vanguard ESG US Stock ETF by 2.0% during the third quarter. Angeles Investment Advisors LLC now owns 441,396 shares of the company’s stock valued at $44,868,000 after acquiring an additional 8,731 shares during the last quarter. Finally, Platt Investment Counsel LLC increased its position in Vanguard ESG US Stock ETF by 1.2% during the third quarter. Platt Investment Counsel LLC now owns 411,198 shares of the company’s stock valued at $41,798,000 after acquiring an additional 4,757 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 3.0 %

BATS ESGV opened at $107.03 on Tuesday. The business has a 50 day moving average of $107.07 and a 200-day moving average of $102.59. The company has a market capitalization of $9.68 billion, a PE ratio of 26.02 and a beta of 1.10.

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.