Marshall Financial Group Inc. ADV Buys 1,083 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Marshall Financial Group Inc. ADV grew its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 5.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,774 shares of the company’s stock after purchasing an additional 1,083 shares during the quarter. Vanguard ESG US Stock ETF makes up approximately 0.6% of Marshall Financial Group Inc. ADV’s investment portfolio, making the stock its 23rd largest position. Marshall Financial Group Inc. ADV’s holdings in Vanguard ESG US Stock ETF were worth $2,074,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently added to or reduced their stakes in ESGV. Brighton Jones LLC lifted its holdings in shares of Vanguard ESG US Stock ETF by 2.0% during the fourth quarter. Brighton Jones LLC now owns 5,038 shares of the company’s stock worth $528,000 after purchasing an additional 98 shares during the period. Peirce Capital Management LLC lifted its holdings in Vanguard ESG US Stock ETF by 2.0% in the 3rd quarter. Peirce Capital Management LLC now owns 5,149 shares of the company’s stock valued at $523,000 after purchasing an additional 102 shares in the last quarter. Sentinel Pension Advisors Inc. boosted its holdings in shares of Vanguard ESG US Stock ETF by 2.6% during the 4th quarter. Sentinel Pension Advisors Inc. now owns 4,088 shares of the company’s stock worth $429,000 after purchasing an additional 104 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC grew its holdings in shares of Vanguard ESG US Stock ETF by 3.2% in the third quarter. Baron Silver Stevens Financial Advisors LLC now owns 3,378 shares of the company’s stock valued at $343,000 after purchasing an additional 106 shares during the period. Finally, Empower Advisory Group LLC increased its stake in Vanguard ESG US Stock ETF by 1.2% during the third quarter. Empower Advisory Group LLC now owns 9,287 shares of the company’s stock worth $944,000 after acquiring an additional 108 shares during the last quarter.

Vanguard ESG US Stock ETF Trading Up 2.2 %

Shares of BATS ESGV opened at $106.21 on Monday. The stock has a market capitalization of $9.61 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10. The firm has a 50-day moving average price of $107.07 and a 200 day moving average price of $102.59.

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.