Red Lighthouse Investment Management LLC Takes $134,000 Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Red Lighthouse Investment Management LLC acquired a new stake in Vanguard ESG US Stock ETF (BATS:ESGV) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,576 shares of the company’s stock, valued at approximately $134,000.

Several other large investors have also recently made changes to their positions in the company. Capital Analysts LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 2.1% in the 4th quarter. Capital Analysts LLC now owns 5,751 shares of the company’s stock valued at $489,000 after purchasing an additional 120 shares during the period. NewEdge Wealth LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 0.7% in the 4th quarter. NewEdge Wealth LLC now owns 17,857 shares of the company’s stock valued at $1,519,000 after purchasing an additional 122 shares during the period. Cherrydale Wealth Management LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 1.0% in the 4th quarter. Cherrydale Wealth Management LLC now owns 13,166 shares of the company’s stock valued at $1,120,000 after purchasing an additional 127 shares during the period. Parsons Capital Management Inc. RI lifted its stake in shares of Vanguard ESG US Stock ETF by 4.6% in the 4th quarter. Parsons Capital Management Inc. RI now owns 3,080 shares of the company’s stock valued at $262,000 after purchasing an additional 135 shares during the period. Finally, Marshall Financial Group Inc. ADV lifted its stake in shares of Vanguard ESG US Stock ETF by 1.5% in the 3rd quarter. Marshall Financial Group Inc. ADV now owns 11,265 shares of the company’s stock valued at $847,000 after purchasing an additional 169 shares during the period.

Vanguard ESG US Stock ETF Price Performance

Shares of ESGV traded up $1.05 during trading hours on Friday, hitting $89.88. The stock had a trading volume of 148,509 shares. The business’s fifty day moving average is $90.97 and its 200-day moving average is $85.21. The firm has a market cap of $8.13 billion, a price-to-earnings ratio of 26.27 and a beta of 1.09.

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.