Purchases and Sales Made in Q1 2023 in Vanguard World Fd Esg U.S. Sto (ESGV)
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.5K+ 20.03% |
$163K - $184K
|
14.9K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.42K+ 26.15% |
$158K - $178K
|
11.7K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.31K+ 7.36% |
$151K - $170K
|
33.7K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.21KNew |
$144K - $162K
|
2.21K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.11K+ 32.35% |
$137K - $155K
|
8.62K
$919K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2K+ 48.16% |
$130K - $147K
|
6.14K
$656K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.99K+ 94.35% |
$130K - $146K
|
4.09K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.81K+ 38.68% |
$118K - $133K
|
6.49K
$692K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.65K+ 50.21% |
$108K - $121K
|
4.94K
$527K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.6K+ 42.05% |
$104K - $117K
|
5.39K
$575K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.46K+ 12.35% |
$95K - $107K
|
13.2K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 12.73% |
$84.7K - $95.5K
|
11.5K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.24K+ 12.93% |
$80.9K - $91.2K
|
10.8K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.13K+ 36.61% |
$73.6K - $82.9K
|
4.21K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07K+ 1.79% |
$70K - $78.8K
|
61K
$6.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1K+ 22.01% |
$65.3K - $73.6K
|
5.55K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
971+ 3.73% |
$63.4K - $71.4K
|
27K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
958+ 0.42% |
$62.5K - $70.5K
|
228K
$24.4M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
956+ 7.99% |
$62.4K - $70.3K
|
12.9K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
942+ 0.2% |
$61.5K - $69.3K
|
477K
$50.9M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
881+ 22.84% |
$57.5K - $64.8K
|
4.74K
$506K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
859New |
$56.1K - $63.2K
|
859
$91.7K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
852+ 1.89% |
$55.6K - $62.7K
|
45.8K
$4.89M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
846+ 4.66% |
$55.2K - $62.2K
|
19K
$2.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
786+ 25.24% |
$51.3K - $57.8K
|
3.9K
$416K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
769+ 14.73% |
$50.2K - $56.6K
|
5.99K
$639K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
762+ 1.88% |
$49.7K - $56K
|
41.3K
$4.41M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
746+ 6.51% |
$48.7K - $54.9K
|
12.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
741New |
$48.4K - $54.5K
|
741
$79.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
731+ 19.3% |
$47.7K - $53.8K
|
4.52K
$482K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
730+ 4.41% |
$47.6K - $53.7K
|
17.3K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
727+ 20.93% |
$47.5K - $53.5K
|
4.2K
$448K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
718+ 6.52% |
$46.9K - $52.8K
|
11.7K
$1.25M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
709+ 3.59% |
$46.3K - $52.1K
|
20.4K
$2.18M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
702+ 3.58% |
$45.8K - $51.6K
|
20.3K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
698+ 6.44% |
$45.6K - $51.3K
|
11.5K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
643+ 6.77% |
$42K - $47.3K
|
10.1K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
622+ 3.63% |
$40.6K - $45.7K
|
17.8K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
562+ 15.21% |
$36.7K - $41.3K
|
4.26K
$454K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
545+ 3.48% |
$35.6K - $40.1K
|
16.2K
$1.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
544+ 7.52% |
$35.5K - $40K
|
7.78K
$830K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
532+ 10.29% |
$34.7K - $39.1K
|
5.7K
$609K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
508+ 6.95% |
$33.2K - $37.4K
|
7.82K
$834K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
500+ 10.99% |
$32.6K - $36.8K
|
5.05K
$539K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
480+ 4.35% |
$31.3K - $35.3K
|
11.5K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
442+ 1.88% |
$28.8K - $32.5K
|
24K
$2.56M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
421+ 9.67% |
$27.5K - $31K
|
4.77K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
402+ 6.27% |
$26.2K - $29.6K
|
6.82K
$727K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
400+ 151.52% |
$26.1K - $29.4K
|
664
$70.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
394New |
$25.7K - $29K
|
394
$42K
|