Okabena Investment Services Inc. Invests $920,000 in Vanguard ESG U.S. Stock ETF $ESGV

Okabena Investment Services Inc. purchased a new position in Vanguard ESG U.S. Stock ETF (BATS:ESGV) during the fourth quarter, Holdings Channel reports. The fund purchased 7,605 shares of the company’s stock, valued at approximately $920,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 3.6% in the 4th quarter. Vanguard Group Inc. now owns 3,606,850 shares of the company’s stock worth $436,285,000 after buying an additional 126,192 shares during the last quarter. Wealthfront Advisers LLC increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 5.2% in the 4th quarter. Wealthfront Advisers LLC now owns 1,575,578 shares of the company’s stock worth $190,582,000 after buying an additional 77,842 shares during the last quarter. Leo Wealth LLC increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 84.1% in the 4th quarter. Leo Wealth LLC now owns 694,165 shares of the company’s stock worth $84,002,000 after buying an additional 317,058 shares during the last quarter. Raymond James Financial Inc. increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 22.0% in the 2nd quarter. Raymond James Financial Inc. now owns 616,894 shares of the company’s stock worth $67,636,000 after buying an additional 111,318 shares during the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 8.4% in the 3rd quarter. Bank of America Corp DE now owns 615,911 shares of the company’s stock worth $72,949,000 after buying an additional 47,836 shares during the last quarter.

Vanguard ESG U.S. Stock ETF Price Performance

Shares of BATS:ESGV opened at $133.63 on Tuesday. The company’s fifty day moving average price is $127.25 and its 200-day moving average price is $122.17. The firm has a market capitalization of $13.02 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a one year low of $104.48 and a one year high of $134.99.

Vanguard ESG U.S. 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.