Summit Wealth Group LLC Sells 3,811 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Summit Wealth Group LLC reduced its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 15.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,257 shares of the company’s stock after selling 3,811 shares during the period. Summit Wealth Group LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,125,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. Wealth Group Ltd. lifted its stake in Vanguard ESG US Stock ETF by 8.6% during the third quarter. Wealth Group Ltd. now owns 27,195 shares of the company’s stock worth $2,764,000 after purchasing an additional 2,155 shares during the last quarter. Private Advisor Group LLC lifted its stake in Vanguard ESG US Stock ETF by 40.6% during the third quarter. Private Advisor Group LLC now owns 21,349 shares of the company’s stock worth $2,170,000 after purchasing an additional 6,161 shares during the last quarter. International Assets Investment Management LLC lifted its stake in Vanguard ESG US Stock ETF by 67,170.1% during the third quarter. International Assets Investment Management LLC now owns 155,394 shares of the company’s stock worth $15,796,000 after purchasing an additional 155,163 shares during the last quarter. Allworth Financial LP lifted its stake in Vanguard ESG US Stock ETF by 54.6% during the third quarter. Allworth Financial LP now owns 1,801 shares of the company’s stock worth $183,000 after purchasing an additional 636 shares during the last quarter. Finally, Concord Wealth Partners lifted its stake in Vanguard ESG US Stock ETF by 13.1% during the third quarter. Concord Wealth Partners now owns 2,664 shares of the company’s stock worth $271,000 after purchasing an additional 308 shares during the last quarter.

Vanguard ESG US Stock ETF Stock Up 1.5 %

BATS ESGV opened at $105.53 on Wednesday. The business’s fifty day simple moving average is $107.07 and its two-hundred day simple moving average is $104.09. The company has a market capitalization of $10.32 billion, a PE ratio of 27.98 and a beta of 1.05.

Vanguard ESG US 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.