Cwm LLC Increases Holdings in Vanguard ESG US Stock ETF

Cwm LLC has announced a 5.4% increase in its stake in the Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) during the third quarter, as revealed in its latest filing with the Securities & Exchange Commission. Following this acquisition, Cwm LLC now holds a total of 5,640 shares of the ETF after purchasing an additional 289 shares. The firm’s investment in Vanguard ESG US Stock ETF is valued at approximately $573,000 based on its most recent SEC disclosure.

Other institutional investors have also adjusted their positions in the ETF. For instance, Vanguard Group Inc. increased its holdings by 10.7% in the fourth quarter, bringing its total ownership to 9,111,043 shares valued at around $774,985,000 after adding 881,613 shares. Additionally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. established a new position in the Vanguard ESG US Stock ETF valued at around $714,000 in the first quarter.

Furthermore, Brookstone Capital Management raised its stake by 25.8% in the second quarter and now owns 8,526 shares valued at $845,000 after acquiring an additional 1,747 shares. Similarly, Financial Counselors Inc. increased its investment by 1.5% in the first quarter, bringing its holdings to 7,827 shares worth approximately $729,000. Lastly, Raymond James Financial Services Advisors Inc. reported a slight increase of 0.3% in shares owned during the second quarter, totaling 216,625 shares valued at $20,930,000 after buying 589 additional shares.

Vanguard ESG US Stock ETF Performance

As of last Friday, Vanguard ESG US Stock ETF opened at $103.57. The ETF has a market capitalization of $9.37 billion, with a price-to-earnings ratio of 26.02 and a beta of 1.10. Its 50-day simple moving average stands at $99.74, while the 200-day simple moving average is $96.11.

About Vanguard ESG US Stock ETF

The Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that is designed based on the FTSE USA All Cap Choice index. This index includes U.S. companies of all sizes that meet certain environmental, social, and corporate governance (ESG) criteria. Launched on September 18, 2018, the ETF is managed by Vanguard.

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