Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
311K
New
$21.9M - $24.3M
311K $32.6M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
164K
+ 66.41%
$11.6M - $12.9M
412K $43.2M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
164K
+ 66.41%
$11.6M - $12.9M
412K $43.2M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
113K
+ 16.03%
$7.96M - $8.86M
819K $85.9M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
93K
+ 1.16%
$6.55M - $7.29M
8.12M $851M
Aug 10, 2023 Q2 2023
Angeles Investment Advisors, LLC

BUY
 -
67.9K
+ 22.6%
$4.78M - $5.32M
368K $38.6M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
56.3K
+ 41.82%
$3.96M - $4.41M
191K $20M
Jul 13, 2023 Q2 2023
Platt Investment Counsel, LLC

BUY
 -
53.8K
+ 16.93%
$3.79M - $4.22M
372K $39M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
43.2K
+ 4.08%
$3.04M - $3.39M
1.1M $116M
Jul 13, 2023 Q2 2023
Life Guide Financial Advisors, LLC

BUY
 -
42.4K
+ 171.52%
$2.98M - $3.32M
67.1K $7.03M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
31.3K
+ 13.88%
$2.2M - $2.45M
257K $26.9M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
29.8K
+ 22.49%
$2.1M - $2.34M
162K $17M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23.7K
+ 143.35%
$1.67M - $1.85M
40.2K $4.21M
Jul 19, 2023 Q2 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
23.5K
+ 84.2%
$1.66M - $1.84M
51.4K $5.4M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
22.2K
New
$1.56M - $1.74M
22.2K $2.32M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
22K
+ 39.79%
$1.55M - $1.73M
77.4K $8.12M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
19.9K
+ 416.3%
$1.4M - $1.56M
24.6K $2.58M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
19.6K
+ 17.59%
$1.38M - $1.53M
131K $13.7M
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
19.2K
New
$1.35M - $1.5M
19.2K $2.01M
Jul 28, 2023 Q2 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
18.5K
+ 193.88%
$1.3M - $1.45M
28.1K $2.95M
Aug 11, 2023 Q2 2023
Becker Capital Management Inc

BUY
 -
17.1K
New
$1.21M - $1.34M
17.1K $1.8M
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
16.2K
+ 37.22%
$1.14M - $1.27M
59.9K $6.28M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
16K
New
$1.13M - $1.26M
16K $1.68M
Jul 13, 2023 Q2 2023
Verde Capital Management

BUY
 -
15.7K
+ 3.29%
$1.11M - $1.23M
493K $51.7M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
13.4K
+ 14.77%
$945K - $1.05M
104K $10.9M
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
13.2K
New
$930K - $1.04M
13.2K $1.39M
Jul 31, 2023 Q2 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
13.2K
+ 6.01%
$926K - $1.03M
232K $24.3M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
13K
+ 44.23%
$918K - $1.02M
42.5K $4.46M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
12.8K
+ 37.79%
$899K - $1M
46.6K $4.88M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.5K
+ 3.05%
$879K - $979K
422K $44.3M
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
12.3K
New
$863K - $960K
12.3K $1.29M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
10.9K
New
$768K - $854K
10.9K $1.14M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
9.95K
+ 3.52%
$700K - $780K
293K $30.7M
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
9.23K
New
$649K - $723K
9.23K $968K
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
9.01K
+ 86.16%
$634K - $706K
19.5K $2.04M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
8.4K
New
$591K - $658K
8.4K $881K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
7.9K
New
$556K - $619K
7.9K $829K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
7.84K
+ 23.26%
$552K - $614K
41.6K $4.36M
Jul 26, 2023 Q2 2023
Sageworth Trust CO

BUY
 -
7.5K
+ 26.98%
$528K - $588K
35.3K $3.7M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
7.36K
+ 11.76%
$518K - $576K
69.9K $7.33M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
7.32K
+ 6.44%
$515K - $574K
121K $12.7M
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
6.94K
New
$489K - $544K
6.94K $728K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.81K
+ 28.62%
$479K - $533K
30.6K $3.21M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.17K
New
$434K - $483K
6.17K $647K
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.72K
+ 15.36%
$402K - $448K
42.9K $4.5M
Aug 09, 2023 Q2 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
5.36K
+ 165.86%
$377K - $420K
8.59K $901K
Aug 14, 2023 Q2 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
5.12K
+ 2.24%
$360K - $401K
234K $24.5M
Aug 10, 2023 Q2 2023
Treynor Bancshares, Inc.

BUY
 -
4.89K
New
$344K - $383K
4.89K $513K
Jul 11, 2023 Q2 2023
Selective Wealth Management, Inc.

BUY
 -
4.85K
New
$342K - $380K
4.85K $509K

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