Quantum Financial Planning Services Inc. Takes $580,000 Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Quantum Financial Planning Services Inc. acquired a new position in shares of Vanguard ESG US Stock ETF (BATS:ESGVFree Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,528 shares of the company’s stock, valued at approximately $580,000. Vanguard ESG US Stock ETF comprises approximately 0.3% of Quantum Financial Planning Services Inc.’s holdings, making the stock its 16th largest holding.

Several other institutional investors have also modified their holdings of ESGV. Fairway Wealth LLC purchased a new position in Vanguard ESG US Stock ETF during the third quarter worth about $48,000. Aptus Capital Advisors LLC raised its position in shares of Vanguard ESG US Stock ETF by 294.4% during the 3rd quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock valued at $50,000 after buying an additional 365 shares during the period. Phillips Financial Management LLC acquired a new position in Vanguard ESG US Stock ETF in the third quarter valued at approximately $52,000. Brown Brothers Harriman & Co. purchased a new position in Vanguard ESG US Stock ETF in the third quarter worth approximately $104,000. Finally, Eastern Bank acquired a new stake in Vanguard ESG US Stock ETF during the third quarter worth $152,000.

Vanguard ESG US Stock ETF Trading Up 4.3 %

Shares of Vanguard ESG US Stock ETF stock opened at $108.39 on Friday. The firm has a market cap of $9.81 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The company has a 50 day simple moving average of $106.98 and a two-hundred day simple moving average of $102.45.

About Vanguard ESG US Stock ETF

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Vanguard ESG US Stock ETF (BATS:ESGV)

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