Canopy Partners LLC Makes New Investment in Vanguard ESG US Stock ETF (BATS:ESGV)

Canopy Partners LLC purchased a new stake in Vanguard ESG US Stock ETF (BATS:ESGV) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 7,947 shares of the company’s stock, valued at approximately $808,000.

Several other institutional investors have also recently made changes to their positions in ESGV. Creative Planning boosted its position in shares of Vanguard ESG US Stock ETF by 4.6% during the 3rd quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after acquiring an additional 54,143 shares during the last quarter. Brookstone Capital Management lifted its holdings in shares of Vanguard ESG US Stock ETF by 25.8% during the 2nd quarter. Brookstone Capital Management now owns 8,526 shares of the company’s stock worth $845,000 after acquiring an additional 1,747 shares during the last quarter. Raymond James Financial Services Advisors Inc. grew its position in Vanguard ESG US Stock ETF by 0.3% in the second quarter. Raymond James Financial Services Advisors Inc. now owns 216,625 shares of the company’s stock worth $20,930,000 after acquiring an additional 589 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its stake in Vanguard ESG US Stock ETF by 38.9% in the second quarter. Mercer Global Advisors Inc. ADV now owns 54,282 shares of the company’s stock valued at $5,245,000 after acquiring an additional 15,207 shares during the last quarter. Finally, Blair William & Co. IL lifted its stake in Vanguard ESG US Stock ETF by 1.2% during the second quarter. Blair William & Co. IL now owns 30,157 shares of the company’s stock worth $2,914,000 after purchasing an additional 359 shares during the last quarter.

Vanguard ESG US Stock ETF Price Performance

ESGV opened at $106.14 on Friday. The stock has a market cap of $9.60 billion, a PE ratio of 26.02 and a beta of 1.10. The business has a 50-day moving average price of $102.75 and a 200-day moving average price of $98.51.

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.