Summit Wealth Group LLC Grows Stock Position in Vanguard ESG U.S. Stock ETF $ESGV

Summit Wealth Group LLC increased its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 2.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 20,847 shares of the company’s stock after purchasing an additional 590 shares during the quarter. Summit Wealth Group LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $2,286,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of ESGV. Envestnet Asset Management Inc. lifted its holdings in shares of Vanguard ESG U.S. Stock ETF by 5.0% in the first quarter. Envestnet Asset Management Inc. now owns 253,797 shares of the company’s stock valued at $24,859,000 after purchasing an additional 12,166 shares in the last quarter. Brown Advisory Inc. purchased a new stake in Vanguard ESG U.S. Stock ETF in the 1st quarter valued at approximately $605,000. Valeo Financial Advisors LLC lifted its stake in Vanguard ESG U.S. Stock ETF by 25.6% in the 1st quarter. Valeo Financial Advisors LLC now owns 5,037 shares of the company’s stock valued at $493,000 after buying an additional 1,026 shares in the last quarter. POM Investment Strategies LLC purchased a new stake in Vanguard ESG U.S. Stock ETF in the 1st quarter valued at approximately $234,000. Finally, Rock Point Advisors LLC purchased a new stake in Vanguard ESG U.S. Stock ETF in the 1st quarter valued at approximately $1,293,000.

Vanguard ESG U.S. Stock ETF Stock Up 16.0%

Shares of BATS:ESGV opened at $120.55 on Thursday. Vanguard ESG U.S. Stock ETF has a 52-week low of $84.41 and a 52-week high of $112.76. The stock’s fifty day simple moving average is $118.19 and its 200-day simple moving average is $110.96. The company has a market capitalization of $11.75 billion, a P/E ratio of 25.59 and a beta of 1.07.

Vanguard ESG U.S. 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.