Benchmark Wealth Management LLC Sells 339 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Benchmark Wealth Management LLC lowered its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,568 shares of the company’s stock after selling 339 shares during the quarter. Vanguard ESG US Stock ETF accounts for 0.3% of Benchmark Wealth Management LLC’s investment portfolio, making the stock its 29th largest holding. Benchmark Wealth Management LLC’s holdings in Vanguard ESG US Stock ETF were worth $689,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of ESGV. FC Advisory LLC grew its holdings in shares of Vanguard ESG US Stock ETF by 103.1% in the fourth quarter. FC Advisory LLC now owns 6,590 shares of the company’s stock valued at $691,000 after acquiring an additional 3,346 shares in the last quarter. JPMorgan Chase & Co. grew its stake in Vanguard ESG US Stock ETF by 8.0% in 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. Garde Capital Inc. increased its position in shares of Vanguard ESG US Stock ETF by 6.6% during the 3rd quarter. Garde Capital Inc. now owns 212,570 shares of the company’s stock valued at $21,608,000 after purchasing an additional 13,160 shares during the last quarter. Franklin Resources Inc. boosted its holdings in shares of Vanguard ESG US Stock ETF by 55.1% in the 3rd quarter. Franklin Resources Inc. now owns 171,970 shares of the company’s stock worth $17,787,000 after buying an additional 61,085 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB bought a new position in Vanguard ESG US Stock ETF during the third quarter valued at about $1,635,000.

Vanguard ESG US Stock ETF Stock Performance

ESGV stock traded up $0.77 during mid-day trading on Tuesday, hitting $106.81. The company had a trading volume of 204,093 shares. The firm’s 50 day moving average is $106.21 and its two-hundred day moving average is $101.44. The stock has a market cap of $9.66 billion, a price-to-earnings 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.