International Assets Investment Management LLC Increases Holdings in Vanguard ESG US Stock ETF

International Assets Investment Management LLC has significantly increased its stake in the Vanguard ESG US Stock ETF (BATS:ESGV – Free Report). According to its recent 13F filing with the Securities and Exchange Commission, the firm raised its holdings by an astounding 67,170.1% during the third quarter. Following this acquisition, the institutional investor now owns 155,394 shares of the ETF after adding an impressive 155,163 shares throughout the quarter. As per the latest filing, these holdings are valued at approximately $15,796,000.

Several other institutional investors have also adjusted their positions in the Vanguard ESG US Stock ETF. For instance, GPS Wealth Strategies Group LLC enhanced its stake by 112.7% in the second quarter, now owning 319 shares valued at $31,000 after purchasing an additional 169 shares. Chilton Capital Management LLC has tackled an entirely new stake in this ETF, which is valued at around $39,000. Moreover, Atlantic Edge Private Wealth Management LLC increased its holdings by 43.0%, acquiring 665 shares worth $64,000 after adding 200 shares. O Shaughnessy Asset Management LLC raised its position by 312.8% in the first quarter, now holding 805 shares valued at $75,000 after an additional purchase of 610 shares. Lastly, Archer Investment Corp has recently obtained a new stake in the ETF valued at approximately $79,000 during the same second quarter.

Performance of Vanguard ESG US Stock ETF

On Wednesday, shares of ESGV opened at $103.34. The stock's 50-day moving average is $100.53, and the 200-day moving average stands at $96.69. The ETF has a market capitalization of $9.35 billion and a price-to-earnings (P/E) ratio of 26.02, along with a beta of 1.10, indicating its volatility compared to the broader market.

About Vanguard ESG US Stock ETF

The Vanguard ESG U.S. Stock ETF (ESGV) is an exchange-traded fund that tracks the FTSE USA All Cap Choice Index, which is a market-cap-weighted index of U.S. companies screened for environmental, social, and corporate governance (ESG) criteria. Launched on September 18, 2018, this ETF is managed by Vanguard.

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