Blue Zone Wealth Advisors LLC Takes $316,000 Position in Vanguard ESG U.S. Stock ETF $ESGV

Blue Zone Wealth Advisors LLC purchased a new stake in Vanguard ESG U.S. Stock ETF (BATS:ESGV) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,883 shares of the company’s stock, valued at approximately $316,000.

A number of other institutional investors also recently modified their holdings of the company. Antonelli Financial Advisors LLC lifted its holdings in shares of Vanguard ESG U.S. Stock ETF by 3.9% in the second quarter. Antonelli Financial Advisors LLC now owns 2,956 shares of the company’s stock valued at $324,000 after purchasing an additional 111 shares in the last quarter. Leo Wealth LLC raised its holdings in Vanguard ESG U.S. Stock ETF by 78.9% during the second quarter. Leo Wealth LLC now owns 678,646 shares of the company’s stock worth $74,472,000 after acquiring an additional 299,201 shares in the last quarter. MSH Capital Advisors LLC raised its holdings in Vanguard ESG U.S. Stock ETF by 7.5% during the second quarter. MSH Capital Advisors LLC now owns 3,530 shares of the company’s stock worth $387,000 after acquiring an additional 245 shares in the last quarter. US Bancorp DE raised its holdings in Vanguard ESG U.S. Stock ETF by 364.6% during the second quarter. US Bancorp DE now owns 28,240 shares of the company’s stock worth $3,096,000 after acquiring an additional 22,161 shares in the last quarter. Finally, Ignite Planners LLC bought a new stake in Vanguard ESG U.S. Stock ETF during the second quarter worth about $337,000.

Vanguard ESG U.S. Stock ETF Stock Performance

ESGV opened at $116.03 on Friday. Vanguard ESG U.S. Stock ETF has a 52-week low of $84.41 and a 52-week high of $112.76. The firm has a market capitalization of $11.31 billion, a PE ratio of 25.59 and a beta of 1.07. The business’s 50-day simple moving average is $115.89 and its 200 day simple moving average is $107.44.

About Vanguard ESG U.S. 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.