Vanguard ESG U.S. Stock ETF $ESGV Stake Boosted by Orgel Wealth Management LLC

Orgel Wealth Management LLC boosted its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 3.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 143,189 shares of the company’s stock after purchasing an additional 5,054 shares during the quarter. Vanguard ESG U.S. Stock ETF makes up about 0.4% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 25th largest holding. Orgel Wealth Management LLC owned about 0.15% of Vanguard ESG U.S. Stock ETF worth $18,935,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in ESGV. New England Private Wealth Advisors LLC boosted its holdings in shares of Vanguard ESG U.S. Stock ETF by 1,821.6% during the fourth quarter. New England Private Wealth Advisors LLC now owns 596,018 shares of the company’s stock valued at $72,292,000 after acquiring an additional 565,001 shares during the period. Wealthfront Advisers LLC grew its position in shares of Vanguard ESG U.S. Stock ETF by 13.6% during the first quarter. Wealthfront Advisers LLC now owns 1,790,108 shares of the company’s stock worth $200,975,000 after acquiring an additional 214,530 shares during the last quarter. Apella Capital LLC increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 69.1% in the 1st quarter. Apella Capital LLC now owns 413,715 shares of the company’s stock worth $51,557,000 after acquiring an additional 169,130 shares during the period. Cambridge Associates LLC MA ADV increased its holdings in shares of Vanguard ESG U.S. Stock ETF by 217.7% in the 4th quarter. Cambridge Associates LLC MA ADV now owns 200,115 shares of the company’s stock worth $24,206,000 after acquiring an additional 137,123 shares during the period. Finally, Vanguard Group Inc. lifted its position in Vanguard ESG U.S. Stock ETF by 3.6% in the 4th quarter. Vanguard Group Inc. now owns 3,606,850 shares of the company’s stock valued at $436,285,000 after purchasing an additional 126,192 shares during the last quarter.

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

Vanguard ESG U.S. Stock ETF stock opened at $136.13 on Tuesday. Vanguard ESG U.S. Stock ETF has a 52-week low of $108.18 and a 52-week high of $138.12. The firm has a market capitalization of $13.27 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The firm has a 50-day moving average price of $133.52 and a two-hundred day moving average price of $126.78.

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.