Octavia Wealth Advisors LLC Purchases Shares of 2,140 Vanguard ESG US Stock ETF (BATS:ESGV)

Octavia Wealth Advisors LLC purchased a new position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,140 shares of the company’s stock, valued at approximately $224,000.

Several other institutional investors also recently modified their holdings of the business. Creative Planning lifted its holdings in Vanguard ESG US Stock ETF by 4.6% during the 3rd quarter. Creative Planning now owns 1,230,874 shares of the company’s stock worth $125,118,000 after buying an additional 54,143 shares during the period. Stifel Financial Corp boosted its holdings in Vanguard ESG US Stock ETF by 7.1% in the third quarter. Stifel Financial Corp now owns 15,476 shares of the company’s stock valued at $1,573,000 after acquiring an additional 1,030 shares during the last quarter. JPMorgan Chase & Co. increased its position in Vanguard ESG US Stock ETF by 8.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 217,442 shares of the company’s stock valued at $22,103,000 after purchasing an additional 16,176 shares during the period. FMR LLC raised its holdings in Vanguard ESG US Stock ETF by 5.0% during the 3rd quarter. FMR LLC now owns 10,335 shares of the company’s stock worth $1,051,000 after purchasing an additional 496 shares during the last quarter. Finally, Davis R M Inc. lifted its position in shares of Vanguard ESG US Stock ETF by 19.7% in the 3rd quarter. Davis R M Inc. now owns 21,618 shares of the company’s stock worth $2,197,000 after purchasing an additional 3,565 shares during the period.

Vanguard ESG US Stock ETF Stock Performance

ESGV opened at $108.60 on Thursday. The business’s fifty day moving average price is $106.59 and its two-hundred day moving average price is $102.09. The firm has a market capitalization of $9.83 billion, a PE ratio of 26.02 and a beta of 1.10.

Vanguard ESG US Stock ETF 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.