Trademark Financial Management LLC Sells 484 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Trademark Financial Management LLC lessened its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 1.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 25,732 shares of the company’s stock after selling 484 shares during the quarter. Vanguard ESG US Stock ETF accounts for 2.1% of Trademark Financial Management LLC’s portfolio, making the stock its 13th biggest holding. Trademark Financial Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,616,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. GPS Wealth Strategies Group LLC boosted its stake in shares of Vanguard ESG US Stock ETF by 112.7% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 319 shares of the company’s stock worth $31,000 after acquiring an additional 169 shares during the last quarter. Chilton Capital Management LLC bought a new stake in Vanguard ESG US Stock ETF during the second quarter valued at about $39,000. Atlantic Edge Private Wealth Management LLC increased its position in Vanguard ESG US Stock ETF by 43.0% in the second quarter. Atlantic Edge Private Wealth Management LLC now owns 665 shares of the company’s stock worth $64,000 after buying an additional 200 shares in the last quarter. O Shaughnessy Asset Management LLC raised its stake in shares of Vanguard ESG US Stock ETF by 312.8% in the first quarter. O Shaughnessy Asset Management LLC now owns 805 shares of the company’s stock worth $75,000 after buying an additional 610 shares during the period. Finally, Archer Investment Corp purchased a new position in shares of Vanguard ESG US Stock ETF during the 2nd quarter valued at about $79,000.

Vanguard ESG US Stock ETF Trading Up 2.7 %

Shares of BATS:ESGV opened at $105.15 on Thursday. The company has a market cap of $9.51 billion, a P/E ratio of 26.02 and a beta of 1.10. The company’s 50-day moving average is $100.89 and its 200 day moving average is $97.22.

About Vanguard ESG US Stock ETF

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.