Diversified Portfolios Inc. Sells 12,509 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Diversified Portfolios Inc. lowered its stake in Vanguard ESG US Stock ETF (BATS:ESGV) by 8.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 129,751 shares of the company’s stock after selling 12,509 shares during the period. Vanguard ESG US Stock ETF makes up approximately 1.5% of Diversified Portfolios Inc.’s holdings, making the stock its 18th biggest position. Diversified Portfolios Inc.’s holdings in Vanguard ESG US Stock ETF were worth $13,610,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Fairway Wealth LLC bought a new position in Vanguard ESG US Stock ETF in the 3rd quarter worth $48,000. Aptus Capital Advisors LLC grew its position in shares of Vanguard ESG US Stock ETF by 294.4% in the third quarter. Aptus Capital Advisors LLC now owns 489 shares of the company’s stock valued at $50,000 after purchasing an additional 365 shares during the last quarter. YANKCOM Partnership bought a new position in shares of Vanguard ESG US Stock ETF in the fourth quarter worth about $53,000. Phillips Financial Management LLC acquired a new position in shares of Vanguard ESG US Stock ETF during the 3rd quarter worth about $52,000. Finally, Newton One Investments LLC bought a new stake in Vanguard ESG US Stock ETF during the 4th quarter valued at approximately $96,000.

Vanguard ESG US Stock ETF Price Performance

ESGV opened at $108.15 on Wednesday. The firm has a 50-day simple moving average of $107.17 and a 200 day simple moving average of $103.04. The firm has a market cap of $9.79 billion, a price-to-earnings ratio of 26.02 and a beta of 1.10.

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.