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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 2.68% |
$6.97K - $7.76K
|
3.79K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
94+ 0.37% |
$6.62K - $7.36K
|
25.3K
$2.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
85+ 0.68% |
$5.98K - $6.66K
|
12.6K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
67+ 2.28% |
$4.72K - $5.25K
|
3.01K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
62+ 2.11% |
$4.36K - $4.86K
|
3.01K
$321K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57+ 6.64% |
$4.01K - $4.47K
|
916
$97.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
55+ 0.49% |
$3.87K - $4.31K
|
11.3K
$1.21M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
55+ 0.07% |
$3.87K - $4.31K
|
77.6K
$8.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
55+ 8.38% |
$3.87K - $4.31K
|
711
$75.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50+ 0.33% |
$3.52K - $3.92K
|
15K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
50+ 0.49% |
$3.52K - $3.92K
|
10.2K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46+ 1.36% |
$3.24K - $3.6K
|
3.43K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40+ 0.41% |
$2.82K - $3.13K
|
9.72K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
39+ 0.27% |
$2.75K - $3.06K
|
14.6K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 1.23% |
$2.53K - $2.82K
|
2.97K
$316K
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
34+ 0.27% |
$2.39K - $2.66K
|
12.8K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$2.11K - $2.35K
|
11.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
26+ 0.36% |
$1.83K - $2.04K
|
7.29K
$778K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$1.76K - $1.96K
|
25
$2.67K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.27% |
$1.48K - $1.65K
|
7.8K
$832K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 9.05% |
$1.41K - $1.57K
|
241
$25.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
15+ 0.17% |
$1.06K - $1.18K
|
8.63K
$921K
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
12+ 0.26% |
$845 - $940
|
4.63K
$493K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.1% |
$774 - $862
|
10.9K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 0.26% |
$704 - $784
|
3.82K
$408K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10+ 0.28% |
$704 - $784
|
3.63K
$387K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.02% |
$704 - $784
|
45.5K
$4.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.28% |
$704 - $784
|
3.55K
$379K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.3% |
$634 - $705
|
3.03K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.22% |
$634 - $705
|
4.16K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.29% |
$563 - $627
|
2.72K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8+ 0.19% |
$563 - $627
|
4.16K
$444K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
8+ 0.06% |
$563 - $627
|
13.4K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.26% |
$563 - $627
|
3.03K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.03% |
$493 - $548
|
25.4K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
7+ 0.24% |
$493 - $548
|
2.91K
$311K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.29% |
$422 - $470
|
2.07K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
4New |
$282 - $313
|
4
$427
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.14% |
$282 - $313
|
2.86K
$305K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 1.62% |
$282 - $313
|
251
$26.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.07% |
$211 - $235
|
4.2K
$448K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.79% |
$211 - $235
|
384
$41K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.04% |
$211 - $235
|
7.39K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.09% |
$211 - $235
|
3.52K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3+ 0.07% |
$211 - $235
|
4.12K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3New |
$211 - $235
|
3
$320
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$141 - $157
|
27.7K
$2.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.47% |
$141 - $157
|
430
$45.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.11% |
$141 - $157
|
1.74K
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.02% |
$70.4 - $78.4
|
6.27K
$669K
|