Purchases and Sales Made in Q1 2023 in Vanguard World Fd Esg U.S. Sto (ESGV)

ESGV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG U.S. STO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
4.12M
+ 902.56%
$269M - $303M
4.58M $480M
May 15, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
4.01M
+ 93.77%
$262M - $295M
8.28M $869M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
375K
New
$24.5M - $27.6M
375K $39.4M
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
103K
New
$6.75M - $7.61M
103K $10.8M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
85.2K
New
$5.56M - $6.27M
85.2K $8.94M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
56.6K
+ 8.86%
$3.7M - $4.17M
696K $73M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
51.4K
+ 23.69%
$3.35M - $3.78M
268K $28.1M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
41.3K
+ 44.28%
$2.7M - $3.04M
135K $14.1M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
31.3K
New
$2.04M - $2.3M
31.3K $3.28M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
30.6K
+ 45.49%
$2M - $2.25M
97.8K $10.3M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
27.8K
+ 168.62%
$1.81M - $2.04M
44.2K $4.64M
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
27K
+ 18.81%
$1.76M - $1.99M
171K $17.9M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
26.8K
+ 94.04%
$1.75M - $1.97M
55.4K $5.81M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
24.8K
New
$1.62M - $1.82M
24.8K $2.6M
Apr 20, 2023 Q1 2023
Life Guide Financial Advisors, LLC

BUY
 -
24.7K
New
$1.61M - $1.82M
24.7K $2.59M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
23.2K
+ 128.69%
$1.51M - $1.7M
41.1K $4.32M
May 03, 2023 Q1 2023
Facet Wealth, Inc.

BUY
 -
22K
+ 10.82%
$1.44M - $1.62M
226K $23.7M
Apr 18, 2023 Q1 2023
Financial Services Advisory Inc

BUY
 -
20.9K
New
$1.37M - $1.54M
20.9K $2.2M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
20.4K
New
$1.33M - $1.5M
20.4K $2.14M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
18K
+ 2.3%
$1.18M - $1.32M
800K $84M
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
17.5K
+ 8.68%
$1.14M - $1.29M
219K $23M
May 15, 2023 Q1 2023
Arjuna Capital

BUY
 -
17K
New
$1.11M - $1.25M
17K $1.78M
May 10, 2023 Q1 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
15.6K
New
$1.02M - $1.15M
15.6K $1.64M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
14.6K
+ 64.85%
$955K - $1.08M
37.2K $3.9M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
14.5K
+ 8.66%
$947K - $1.07M
182K $19.1M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
14.5K
+ 137.31%
$944K - $1.06M
25K $2.62M
May 09, 2023 Q1 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
14.3K
+ 17.83%
$931K - $1.05M
94.3K $9.89M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
11K
+ 34.09%
$715K - $805K
43.1K $4.52M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.1K
+ 95.44%
$662K - $746K
20.8K $2.18M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
9.72K
+ 4.57%
$634K - $715K
222K $23.3M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
9.53K
+ 16.33%
$622K - $701K
67.9K $7.12M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
9.38K
New
$612K - $690K
9.38K $983K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
9.08K
+ 16.99%
$593K - $668K
62.5K $6.56M
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
8.82K
+ 4.9%
$576K - $649K
189K $19.8M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
8K
New
$522K - $588K
8K $839K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7.95K
+ 9.19%
$519K - $585K
94.5K $9.91M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
7.38K
+ 338.08%
$481K - $543K
9.56K $1M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
7.28K
New
$475K - $535K
7.28K $763K
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
7.11K
+ 15.64%
$464K - $523K
52.6K $5.52M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
7.04K
+ 89.0%
$460K - $518K
15K $1.57M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
6.7K
+ 4.2%
$437K - $492K
166K $17.4M
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
6.54K
+ 17.64%
$427K - $481K
43.6K $4.58M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
6.44K
New
$420K - $473K
6.44K $675K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.33K
+ 3.61%
$413K - $466K
182K $19.1M
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
6.3K
+ 33.23%
$411K - $463K
25.2K $2.65M
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
6.29K
New
$410K - $462K
6.29K $659K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
6.13K
+ 5.83%
$400K - $451K
111K $11.7M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.03K
+ 134.76%
$394K - $444K
10.5K $1.1M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.88K
+ 116.5%
$383K - $432K
10.9K $1.15M

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