Purchases and Sales Made in Q2 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 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.81K+ 9.15% |
$339K - $377K
|
57.4K
$6.09M
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
4.79K+ 2.54% |
$337K - $376K
|
194K
$20.5M
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.78K+ 2.8% |
$336K - $374K
|
175K
$18.6M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.5K+ 129.87% |
$317K - $353K
|
7.97K
$845K
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.25K+ 65.49% |
$299K - $333K
|
10.7K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.95KNew |
$278K - $310K
|
3.95K
$419K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.59KNew |
$252K - $281K
|
3.59K
$380K
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.58K+ 7.8% |
$252K - $280K
|
49.4K
$5.24M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.55K+ 30.79% |
$250K - $278K
|
15.1K
$1.6M
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.5KNew |
$247K - $275K
|
3.5K
$372K
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
3.48KNew |
$245K - $273K
|
3.48K
$370K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
3.36K+ 3.34% |
$236K - $263K
|
104K
$11M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.26K+ 16.21% |
$229K - $255K
|
23.4K
$2.48M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.92KNew |
$206K - $229K
|
2.92K
$310K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.78KNew |
$196K - $218K
|
2.78K
$295K
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.77KNew |
$195K - $217K
|
2.77K
$294K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2.75KNew |
$193K - $215K
|
2.75K
$291K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.71KNew |
$191K - $212K
|
2.71K
$287K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.62K+ 13.74% |
$184K - $205K
|
21.7K
$2.3M
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.62KNew |
$184K - $205K
|
2.62K
$278K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.6KNew |
$183K - $203K
|
2.6K
$275K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.58KNew |
$182K - $202K
|
2.58K
$274K
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.56KNew |
$180K - $200K
|
2.56K
$271K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.4K+ 21.98% |
$169K - $188K
|
13.3K
$1.41M
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.33KNew |
$164K - $183K
|
2.33K
$247K
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
2.31K+ 40.54% |
$163K - $181K
|
8.02K
$850K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.21KNew |
$155K - $173K
|
2.21K
$234K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.17K+ 10.65% |
$153K - $170K
|
22.5K
$2.39M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.01K+ 1.58% |
$141K - $157K
|
129K
$13.7M
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2K+ 11.23% |
$140K - $156K
|
19.8K
$2.1M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.97K+ 23.91% |
$139K - $155K
|
10.2K
$1.08M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 9.64% |
$129K - $144K
|
20.8K
$2.21M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.77K+ 2.8% |
$124K - $138K
|
65K
$6.89M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.72K+ 11.26% |
$121K - $134K
|
17K
$1.8M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.63KNew |
$115K - $127K
|
1.63K
$173K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63K+ 14.34% |
$115K - $127K
|
13K
$1.38M
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.54K+ 81.81% |
$108K - $121K
|
3.42K
$363K
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.45K+ 7.15% |
$102K - $114K
|
21.8K
$2.31M
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.43K+ 2.01% |
$101K - $112K
|
72.8K
$7.72M
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.36K+ 3.81% |
$95.9K - $107K
|
37.2K
$3.94M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.31K+ 10.1% |
$91.9K - $102K
|
14.2K
$1.51M
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.27K+ 12.07% |
$89.1K - $99.2K
|
11.8K
$1.25M
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.25K+ 5.14% |
$87.6K - $97.5K
|
25.4K
$2.7M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.24K+ 4.58% |
$87K - $96.8K
|
28.2K
$2.99M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.22K+ 29.17% |
$85.6K - $95.3K
|
5.39K
$571K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 33.54% |
$82.7K - $92.1K
|
4.68K
$496K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.16K+ 36.0% |
$81.9K - $91.2K
|
4.4K
$466K
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.03K+ 1.72% |
$72.6K - $80.8K
|
60.9K
$6.46M
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
962+ 26.98% |
$67.7K - $75.4K
|
4.53K
$480K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
946+ 7.96% |
$66.6K - $74.1K
|
12.8K
$1.36M
|