Diversified Portfolios Inc. Has $13.61 Million Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Diversified Portfolios Inc. decreased its holdings in Vanguard ESG US Stock ETF (BATS:ESGV) by 8.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 129,751 shares of the company’s stock after selling 12,509 shares during the period. Vanguard ESG US Stock ETF comprises 1.5% of Diversified Portfolios Inc.’s portfolio, making the stock its 18th largest holding. Diversified Portfolios Inc. owned about 0.14% of Vanguard ESG US Stock ETF worth $13,610,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in ESGV. Creative Planning boosted its position in Vanguard ESG US Stock ETF by 4.6% during 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 during the last quarter. Stifel Financial Corp raised its stake in shares of Vanguard ESG US Stock ETF by 7.1% during the 3rd quarter. Stifel Financial Corp now owns 15,476 shares of the company’s stock worth $1,573,000 after purchasing an additional 1,030 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of 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 buying an additional 16,176 shares during the last quarter. FMR LLC lifted its holdings in shares of Vanguard ESG US Stock ETF by 5.0% during the 3rd quarter. FMR LLC now owns 10,335 shares of the company’s stock valued at $1,051,000 after buying an additional 496 shares during the last quarter. Finally, Davis R M Inc. grew its stake 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 valued at $2,197,000 after buying an additional 3,565 shares in the last quarter.

Vanguard ESG US Stock ETF Stock Up 4.0 %

BATS:ESGV opened at $108.15 on Wednesday. The firm has a market capitalization of $9.79 billion, a P/E ratio of 26.02 and a beta of 1.10. The stock has a 50 day moving average price of $107.17 and a 200 day moving average price of $103.04.

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.