IMA Advisory Services Inc. Invests $32.46 Million in Vanguard ESG U.S. Stock ETF $ESGV

IMA Advisory Services Inc. acquired a new position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 274,075 shares of the company’s stock, valued at approximately $32,461,000. Vanguard ESG U.S. Stock ETF comprises about 3.3% of IMA Advisory Services Inc.’s investment portfolio, making the stock its 7th largest holding.

A number of other large investors have also recently bought and sold shares of the stock. Wealthfront Advisers LLC increased its position in Vanguard ESG U.S. Stock ETF by 1.3% during the second quarter. Wealthfront Advisers LLC now owns 1,521,923 shares of the company’s stock worth $166,864,000 after buying an additional 19,083 shares in the last quarter. Creative Planning lifted its holdings in Vanguard ESG U.S. Stock ETF by 1.8% in the 2nd quarter. Creative Planning now owns 1,276,648 shares of the company’s stock valued at $139,972,000 after purchasing an additional 22,736 shares in the last quarter. Raymond James Financial Inc. boosted its stake in shares of Vanguard ESG U.S. Stock ETF by 22.0% during the 2nd quarter. Raymond James Financial Inc. now owns 616,894 shares of the company’s stock worth $67,636,000 after purchasing an additional 111,318 shares during the last quarter. Betterment LLC grew its holdings in shares of Vanguard ESG U.S. Stock ETF by 9.6% during the second quarter. Betterment LLC now owns 557,611 shares of the company’s stock worth $61,136,000 after buying an additional 48,709 shares in the last quarter. Finally, IMPACTfolio LLC grew its holdings in shares of Vanguard ESG U.S. Stock ETF by 1.1% during the third quarter. IMPACTfolio LLC now owns 501,046 shares of the company’s stock worth $59,344,000 after buying an additional 5,444 shares in the last quarter.

Vanguard ESG U.S. Stock ETF Stock Performance

Shares of ESGV opened at $118.54 on Friday. The company has a market capitalization of $11.55 billion, a price-to-earnings ratio of 25.59 and a beta of 1.07. The company’s 50 day simple moving average is $121.47 and its 200 day simple moving average is $118.69. Vanguard ESG U.S. Stock ETF has a 1 year low of $84.41 and a 1 year high of $123.31.

Vanguard ESG U.S. 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.