Xena Financial Planning LLC Makes New $1.21 Million Investment in Vanguard ESG U.S. Stock ETF $ESGV

Xena Financial Planning LLC purchased a new stake in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 9,994 shares of the company’s stock, valued at approximately $1,209,000. Vanguard ESG U.S. Stock ETF comprises approximately 1.4% of Xena Financial Planning LLC’s holdings, making the stock its 16th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Cassilly Financial Group LLC purchased a new stake in Vanguard ESG U.S. Stock ETF during the fourth quarter valued at $204,000. Towerpoint Wealth LLC boosted its position in Vanguard ESG U.S. Stock ETF by 97.5% in the fourth quarter. Towerpoint Wealth LLC now owns 12,602 shares of the company’s stock worth $1,524,000 after purchasing an additional 6,221 shares during the last quarter. Clarius Group LLC boosted its position in Vanguard ESG U.S. Stock ETF by 8.2% in the fourth quarter. Clarius Group LLC now owns 5,877 shares of the company’s stock worth $711,000 after purchasing an additional 446 shares during the last quarter. InTrack Investment Management Inc grew its stake in shares of Vanguard ESG U.S. Stock ETF by 91.3% during the 4th quarter. InTrack Investment Management Inc now owns 6,725 shares of the company’s stock valued at $813,000 after purchasing an additional 3,210 shares during the period. Finally, Acropolis Investment Management LLC bought a new stake in shares of Vanguard ESG U.S. Stock ETF during the 4th quarter valued at about $383,000.

Vanguard ESG U.S. Stock ETF Stock Up 3.4%

BATS ESGV opened at $112.27 on Wednesday. The company has a 50-day moving average price of $117.97 and a 200-day moving average price of $119.31. Vanguard ESG U.S. Stock ETF has a 52 week low of $84.41 and a 52 week high of $123.31. The firm has a market capitalization of $10.94 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.