Vanguard ESG U.S. Stock ETF $ESGV Stock Position Lifted by Orgel Wealth Management LLC

Orgel Wealth Management LLC grew its holdings in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 3.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 143,189 shares of the company’s stock after purchasing an additional 5,054 shares during the period. Vanguard ESG U.S. Stock ETF makes up approximately 0.4% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 25th largest holding. Orgel Wealth Management LLC’s holdings in Vanguard ESG U.S. Stock ETF were worth $18,935,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also modified their holdings of the company. Coastal Bridge Advisors LLC grew its position in Vanguard ESG U.S. Stock ETF by 4.9% in the 4th quarter. Coastal Bridge Advisors LLC now owns 1,873 shares of the company’s stock valued at $227,000 after buying an additional 87 shares in the last quarter. Richards Merrill & Peterson Inc. increased its stake in Vanguard ESG U.S. Stock ETF by 10.3% during the 1st quarter. Richards Merrill & Peterson Inc. now owns 960 shares of the company’s stock valued at $108,000 after buying an additional 90 shares during the period. Armbruster Capital Management Inc. raised its position in shares of Vanguard ESG U.S. Stock ETF by 0.4% during the 1st quarter. Armbruster Capital Management Inc. now owns 22,492 shares of the company’s stock worth $2,525,000 after buying an additional 99 shares in the last quarter. One Capital Management LLC raised its position in shares of Vanguard ESG U.S. Stock ETF by 1.6% during the 3rd quarter. One Capital Management LLC now owns 6,330 shares of the company’s stock worth $750,000 after buying an additional 100 shares in the last quarter. Finally, Haverford Trust Co lifted its stake in shares of Vanguard ESG U.S. Stock ETF by 0.3% in the 4th quarter. Haverford Trust Co now owns 28,963 shares of the company’s stock worth $3,503,000 after acquiring an additional 100 shares during the period.

Vanguard ESG U.S. Stock ETF Trading Down 0.3%

Shares of BATS:ESGV opened at $136.13 on Tuesday. The company has a 50 day moving average of $133.52 and a 200-day moving average of $126.78. The firm has a market cap of $13.27 billion, a P/E ratio of 25.59 and a beta of 1.07. Vanguard ESG U.S. Stock ETF has a twelve month low of $108.18 and a twelve month high of $138.12.

Vanguard ESG U.S. 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.