Elios Financial Group Inc. Acquires Shares of 46,731 Vanguard ESG US Stock ETF (BATS:ESGV)

Elios Financial Group Inc. bought a new position in Vanguard ESG US Stock ETF (BATS:ESGV) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 46,731 shares of the company’s stock, valued at approximately $4,750,000. Vanguard ESG US Stock ETF comprises about 2.2% of Elios Financial Group Inc.’s investment portfolio, making the stock its 12th biggest position.

Other hedge funds also recently bought and sold shares of the company. O Shaughnessy Asset Management LLC increased its stake in shares of Vanguard ESG US Stock ETF by 312.8% during the first quarter. O Shaughnessy Asset Management LLC now owns 805 shares of the company’s stock valued at $75,000 after buying an additional 610 shares during the period. New Covenant Trust Company N.A. bought a new stake in Vanguard ESG US Stock ETF in the first quarter valued at $6,468,000. Sanibel Captiva Trust Company Inc. increased its position in Vanguard ESG US Stock ETF by 8.5% during the 1st quarter. Sanibel Captiva Trust Company Inc. now owns 4,972 shares of the company’s stock valued at $463,000 after purchasing an additional 390 shares during the period. Cetera Investment Advisers raised its holdings in Vanguard ESG US Stock ETF by 2,548.0% in the 1st quarter. Cetera Investment Advisers now owns 68,027 shares of the company’s stock worth $6,339,000 after purchasing an additional 65,458 shares in the last quarter. Finally, Garde Capital Inc. lifted its position in shares of Vanguard ESG US Stock ETF by 49.4% in the 1st quarter. Garde Capital Inc. now owns 201,923 shares of the company’s stock worth $18,817,000 after purchasing an additional 66,727 shares during the period.

Vanguard ESG US Stock ETF Price Performance

Shares of BATS ESGV opened at $106.73 on Tuesday. The stock has a market capitalization of $9.66 billion, a PE ratio of 26.02 and a beta of 1.10. The company’s 50-day moving average is $102.89 and its 200-day moving average is $98.72.

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.