Capstone Financial Advisors Inc. Trims Stock Holdings in Vanguard ESG U.S. Stock ETF $ESGV

Capstone Financial Advisors Inc. lowered its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV) by 7.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,306 shares of the company’s stock after selling 449 shares during the period. Capstone Financial Advisors Inc.’s holdings in Vanguard ESG U.S. Stock ETF were worth $582,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Topel & Distasi Wealth Management LLC boosted its holdings in shares of Vanguard ESG U.S. Stock ETF by 3.4% in the second quarter. Topel & Distasi Wealth Management LLC now owns 28,096 shares of the company’s stock worth $3,080,000 after acquiring an additional 924 shares during the period. Focus Partners Wealth lifted its holdings in Vanguard ESG U.S. Stock ETF by 5.9% during the 1st quarter. Focus Partners Wealth now owns 112,607 shares of the company’s stock worth $11,030,000 after purchasing an additional 6,286 shares in the last quarter. US Bancorp DE lifted its holdings in Vanguard ESG U.S. Stock ETF by 364.6% during the 2nd quarter. US Bancorp DE now owns 28,240 shares of the company’s stock worth $3,096,000 after purchasing an additional 22,161 shares in the last quarter. Janney Montgomery Scott LLC boosted its stake in Vanguard ESG U.S. Stock ETF by 7.1% in the 2nd quarter. Janney Montgomery Scott LLC now owns 9,954 shares of the company’s stock worth $1,091,000 after purchasing an additional 662 shares during the period. Finally, Trust Co. of Vermont grew its holdings in Vanguard ESG U.S. Stock ETF by 74.3% during the 2nd quarter. Trust Co. of Vermont now owns 1,569 shares of the company’s stock valued at $172,000 after buying an additional 669 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Stock Up 14.4%

Shares of ESGV opened at $118.91 on Friday. Vanguard ESG U.S. Stock ETF has a twelve month low of $84.41 and a twelve month high of $112.76. The stock has a market cap of $11.59 billion, a PE ratio of 25.59 and a beta of 1.07. The business’s 50-day moving average price is $118.83 and its 200-day moving average price is $111.93.

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.