Trademark Financial Management LLC Raises Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Trademark Financial Management LLC lifted its position in Vanguard ESG US Stock ETF (BATS:ESGV) by 45.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 37,369 shares of the company’s stock after buying an additional 11,637 shares during the period. Vanguard ESG US Stock ETF comprises 3.1% of Trademark Financial Management LLC’s portfolio, making the stock its 8th largest holding. Trademark Financial Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $3,920,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ESGV. International Assets Investment Management LLC lifted its stake in shares of Vanguard ESG US Stock ETF by 67,170.1% in the third quarter. International Assets Investment Management LLC now owns 155,394 shares of the company’s stock worth $15,796,000 after buying an additional 155,163 shares in the last quarter. BNP Paribas Financial Markets lifted its stake in shares of Vanguard ESG US Stock ETF by 173,823.2% in the third quarter. BNP Paribas Financial Markets now owns 120,007 shares of the company’s stock worth $12,199,000 after buying an additional 119,938 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of Vanguard ESG US Stock ETF by 55.1% in the third quarter. Franklin Resources Inc. now owns 171,970 shares of the company’s stock worth $17,787,000 after buying an additional 61,085 shares in the last quarter. Creative Planning raised its holdings in shares of Vanguard ESG US Stock ETF by 4.6% during the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after purchasing an additional 54,143 shares during the last quarter. Finally, Elios Financial Group Inc. purchased a new position in shares of Vanguard ESG US Stock ETF during the third quarter valued at approximately $4,750,000.

Vanguard ESG US Stock ETF Price Performance

ESGV opened at $109.25 on Friday. The firm’s fifty day moving average is $107.16 and its 200 day moving average is $103.19. The stock has a market capitalization of $9.88 billion, a PE ratio of 26.02 and a beta of 1.10.

Vanguard ESG US Stock ETF 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.