Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Orgel Wealth Management LLC

Orgel Wealth Management LLC trimmed its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 2.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 205,692 shares of the company’s stock after selling 4,176 shares during the quarter. Vanguard ESG US Stock ETF makes up about 0.5% of Orgel Wealth Management LLC’s holdings, making the stock its 27th biggest position. Orgel Wealth Management LLC owned 0.23% of Vanguard ESG US Stock ETF worth $20,909,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. Peirce Capital Management LLC increased its stake in Vanguard ESG US Stock ETF by 2.0% in the third quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock valued at $523,000 after purchasing an additional 102 shares during the period. Palisades Hudson Asset Management L.P. grew its holdings in shares of Vanguard ESG US Stock ETF by 0.3% during the second quarter. Palisades Hudson Asset Management L.P. now owns 33,161 shares of the company’s stock worth $3,204,000 after buying an additional 103 shares during the last quarter. Financial Counselors Inc. increased its position in Vanguard ESG US Stock ETF by 1.5% in the 1st quarter. Financial Counselors Inc. now owns 7,827 shares of the company’s stock valued at $729,000 after acquiring an additional 117 shares during the period. Compass Ion Advisors LLC raised its stake in Vanguard ESG US Stock ETF by 2.2% during the 1st quarter. Compass Ion Advisors LLC now owns 6,293 shares of the company’s stock valued at $586,000 after acquiring an additional 138 shares during the last quarter. Finally, RFG Advisory LLC grew its stake in shares of Vanguard ESG US Stock ETF by 0.9% in the 2nd quarter. RFG Advisory LLC now owns 16,339 shares of the company’s stock valued at $1,579,000 after purchasing an additional 150 shares during the last quarter.

Vanguard ESG US Stock ETF Stock Performance

BATS:ESGV opened at $103.57 on Friday. The firm has a market capitalization of $9.37 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The company has a 50-day moving average of $99.74 and a 200 day moving average of $96.08.

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.