Summit Wealth Group LLC Sells 3,811 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Summit Wealth Group LLC cut its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV) by 15.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,257 shares of the company’s stock after selling 3,811 shares during the period. Summit Wealth Group LLC’s holdings in Vanguard ESG US Stock ETF were worth $2,125,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the business. Leo Wealth LLC grew its position in Vanguard ESG US Stock ETF by 1.6% during the 4th quarter. Leo Wealth LLC now owns 693,539 shares of the company’s stock worth $72,737,000 after acquiring an additional 10,620 shares during the last quarter. Verde Capital Management grew its position in Vanguard ESG US Stock ETF by 2.3% during the 4th quarter. Verde Capital Management now owns 562,572 shares of the company’s stock worth $59,008,000 after acquiring an additional 12,748 shares during the last quarter. Stanich Group LLC bought a new stake in Vanguard ESG US Stock ETF during the 4th quarter worth approximately $53,895,000. Angeles Investment Advisors LLC grew its position in Vanguard ESG US Stock ETF by 2.0% during the 3rd quarter. Angeles Investment Advisors LLC now owns 441,396 shares of the company’s stock worth $44,868,000 after acquiring an additional 8,731 shares during the last quarter. Finally, Mather Group LLC. grew its position in Vanguard ESG US Stock ETF by 1.4% during the 4th quarter. Mather Group LLC. now owns 269,713 shares of the company’s stock worth $28,290,000 after acquiring an additional 3,825 shares during the last quarter.

Vanguard ESG US Stock ETF Stock Performance

BATS:ESGV opened at $105.53 on Wednesday. The firm has a market cap of $10.32 billion, a P/E ratio of 27.98 and a beta of 1.05. The stock’s 50-day moving average price is $107.07 and its two-hundred day moving average price is $104.09.

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.