Crewe Advisors LLC Has $31.62 Million Stake in Vanguard ESG US Stock ETF (BATS:ESGV)

Crewe Advisors LLC lifted its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 0.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 311,066 shares of the company’s stock after purchasing an additional 216 shares during the period. Vanguard ESG US Stock ETF accounts for about 3.7% of Crewe Advisors LLC’s portfolio, making the stock its 7th biggest position. Crewe Advisors LLC’s holdings in Vanguard ESG US Stock ETF were worth $31,620,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Creative Planning increased its stake in Vanguard ESG US Stock ETF by 4.6% in the third quarter. Creative Planning now owns 1,230,874 shares of the company’s stock valued at $125,118,000 after purchasing an additional 54,143 shares in the last quarter. Brookstone Capital Management increased its position in Vanguard ESG US Stock ETF by 25.8% in the 2nd quarter. Brookstone Capital Management now owns 8,526 shares of the company’s stock valued at $845,000 after buying an additional 1,747 shares in the last quarter. Raymond James Financial Services Advisors Inc. raised its stake in Vanguard ESG US Stock ETF by 0.3% during the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 216,625 shares of the company’s stock worth $20,930,000 after buying an additional 589 shares during the period. Mercer Global Advisors Inc. ADV boosted its holdings in Vanguard ESG US Stock ETF by 38.9% in the second quarter. Mercer Global Advisors Inc. ADV now owns 54,282 shares of the company’s stock worth $5,245,000 after acquiring an additional 15,207 shares in the last quarter. Finally, Blair William & Co. IL grew its stake in Vanguard ESG US Stock ETF by 1.2% in the second quarter. Blair William & Co. IL now owns 30,157 shares of the company’s stock valued at $2,914,000 after acquiring an additional 359 shares during the period.

Vanguard ESG US Stock ETF Stock Performance

BATS ESGV opened at $106.14 on Friday. The firm’s 50 day moving average price is $102.75 and its 200 day moving average price is $98.56. The company has a market capitalization of $9.60 billion, a P/E ratio of 26.02 and a beta of 1.10.

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.