BSW Wealth Partners Has $6.83 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)

BSW Wealth Partners boosted its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,076 shares of the company’s stock after purchasing an additional 658 shares during the quarter. Vanguard ESG US Stock ETF accounts for approximately 1.0% of BSW Wealth Partners’ holdings, making the stock its 19th biggest position. BSW Wealth Partners owned 0.07% of Vanguard ESG US Stock ETF worth $6,826,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Creative Planning boosted its position in 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 valued at $125,118,000 after buying an additional 54,143 shares in the last quarter. Stifel Financial Corp grew its position in shares of Vanguard ESG US Stock ETF by 7.1% during the 3rd quarter. Stifel Financial Corp now owns 15,476 shares of the company’s stock worth $1,573,000 after buying an additional 1,030 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Vanguard ESG US Stock ETF by 8.0% during the third quarter. JPMorgan Chase & Co. now owns 217,442 shares of the company’s stock worth $22,103,000 after buying an additional 16,176 shares during the last quarter. FMR LLC lifted its holdings in Vanguard ESG US Stock ETF by 5.0% in the third quarter. FMR LLC now owns 10,335 shares of the company’s stock valued at $1,051,000 after buying an additional 496 shares during the period. Finally, Davis R M Inc. boosted its stake in Vanguard ESG US Stock ETF by 19.7% in the third quarter. Davis R M Inc. now owns 21,618 shares of the company’s stock valued at $2,197,000 after acquiring an additional 3,565 shares during the last quarter.

Vanguard ESG US Stock ETF Stock Up 4.3 %

Shares of Vanguard ESG US Stock ETF stock opened at $108.47 on Wednesday. The company’s 50 day simple moving average is $106.85 and its two-hundred day simple moving average is $102.35. The company has a market cap of $9.81 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.