Legacy Financial Advisors Inc. Sells 397 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Legacy Financial Advisors Inc. trimmed its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 8.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,203 shares of the company’s stock after selling 397 shares during the period. Legacy Financial Advisors Inc.’s holdings in Vanguard ESG US Stock ETF were worth $406,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Palisades Hudson Asset Management L.P. grew its holdings in Vanguard ESG US Stock ETF by 0.3% in the 2nd quarter. Palisades Hudson Asset Management L.P. now owns 33,161 shares of the company’s stock valued at $3,204,000 after buying an additional 103 shares during the last quarter. Financial Counselors Inc. grew its stake in shares of Vanguard ESG US Stock ETF by 1.5% in the first quarter. Financial Counselors Inc. now owns 7,827 shares of the company’s stock worth $729,000 after acquiring an additional 117 shares during the last quarter. Compass Ion Advisors LLC increased its position in Vanguard ESG US Stock ETF by 2.2% during the first quarter. Compass Ion Advisors LLC now owns 6,293 shares of the company’s stock worth $586,000 after acquiring an additional 138 shares during the period. RFG Advisory LLC raised its stake in Vanguard ESG US Stock ETF by 0.9% during the 2nd quarter. RFG Advisory LLC now owns 16,339 shares of the company’s stock valued at $1,579,000 after purchasing an additional 150 shares during the last quarter. Finally, Pinnacle Associates Ltd. boosted its holdings in Vanguard ESG US Stock ETF by 3.3% in the 1st quarter. Pinnacle Associates Ltd. now owns 4,825 shares of the company’s stock valued at $450,000 after purchasing an additional 152 shares during the period.

Vanguard ESG US Stock ETF Stock Down 0.4 %

BATS ESGV opened at $100.71 on Friday. The stock has a 50-day moving average of $97.55 and a two-hundred day moving average of $94.77. The firm has a market cap of $9.11 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.