Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Mokosak Advisory Group LLC

Mokosak Advisory Group LLC reduced its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 5.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,327 shares of the company’s stock after selling 296 shares during the period. Vanguard ESG US Stock ETF accounts for approximately 0.2% of Mokosak Advisory Group LLC’s holdings, making the stock its 17th biggest position. Mokosak Advisory Group LLC’s holdings in Vanguard ESG US Stock ETF were worth $541,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Regatta Capital Group LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 5.2% in the 3rd quarter. Regatta Capital Group LLC now owns 130,708 shares of the company’s stock worth $13,286,000 after acquiring an additional 6,489 shares during the period. Zhang Financial LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 155.7% in the 3rd quarter. Zhang Financial LLC now owns 8,406 shares of the company’s stock worth $854,000 after acquiring an additional 5,119 shares during the period. Creative Planning lifted its stake in shares of Vanguard ESG US Stock ETF by 4.6% in the 3rd quarter. Creative Planning now owns 1,230,874 shares of the company’s stock worth $125,118,000 after acquiring an additional 54,143 shares during the period. Sapient Capital LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 66.4% in the 3rd quarter. Sapient Capital LLC now owns 28,449 shares of the company’s stock worth $2,892,000 after acquiring an additional 11,355 shares during the period. Finally, Johnson Bixby & Associates LLC lifted its stake in Vanguard ESG US Stock ETF by 2.0% during the third quarter. Johnson Bixby & Associates LLC now owns 19,737 shares of the company’s stock valued at $2,006,000 after purchasing an additional 379 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 0.4 %

ESGV stock opened at $103.12 on Thursday. The firm has a market capitalization of $9.33 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The company’s 50 day simple moving average is $99.36 and its 200 day simple moving average is $95.95.

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.