Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
739KNew |
$58.7M - $62.7M
|
739K
$76.9M
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
475K+ 8006.0% |
$37.7M - $40.3M
|
481K
$50M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
357K+ 93.34% |
$28.3M - $30.3M
|
739K
$76.9M
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
278K+ 273.12% |
$22M - $23.6M
|
380K
$39.5M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
266KNew |
$21.1M - $22.6M
|
266K
$27.7M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
250K+ 7.6% |
$19.8M - $21.2M
|
3.53M
$368M
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
BUY
|
- |
137K+ 400.81% |
$10.9M - $11.6M
|
171K
$17.8M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
122K+ 888.55% |
$9.69M - $10.4M
|
136K
$14.1M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
104K+ 558.23% |
$8.24M - $8.82M
|
122K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60.7KNew |
$4.82M - $5.16M
|
60.7K
$6.32M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
59.1K+ 194.37% |
$4.69M - $5.02M
|
89.5K
$9.31M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
48.5KNew |
$3.85M - $4.11M
|
48.5K
$5.04M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47.4KNew |
$3.76M - $4.02M
|
47.4K
$4.93M
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
45.3K+ 485.49% |
$3.6M - $3.85M
|
54.7K
$5.69M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.7K+ 8.21% |
$3.39M - $3.62M
|
562K
$58.5M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
42K+ 31.59% |
$3.33M - $3.56M
|
175K
$18.2M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37K+ 13.39% |
$2.93M - $3.14M
|
313K
$32.6M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36K+ 24.81% |
$2.86M - $3.06M
|
181K
$18.9M
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
30.7K+ 17.87% |
$2.43M - $2.6M
|
202K
$21M
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
29.8K+ 54.93% |
$2.36M - $2.53M
|
84K
$8.73M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 25.66% |
$1.59M - $1.7M
|
98.2K
$10.2M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 13.78% |
$1.55M - $1.66M
|
162K
$16.8M
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18.1KNew |
$1.44M - $1.54M
|
18.1K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.9K+ 11.52% |
$1.42M - $1.52M
|
173K
$18M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6KNew |
$1.31M - $1.41M
|
16.6K
$1.72M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
15.9K+ 21.04% |
$1.26M - $1.35M
|
91.3K
$9.5M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
13.9K+ 2.76% |
$1.11M - $1.18M
|
518K
$53.9M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13K+ 187.9% |
$1.03M - $1.11M
|
20K
$2.08M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
12.6K+ 54.77% |
$1M - $1.07M
|
35.7K
$3.71M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.5K+ 31.12% |
$994K - $1.06M
|
52.8K
$5.49M
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.4K+ 3.1% |
$982K - $1.05M
|
411K
$42.8M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12.4KNew |
$980K - $1.05M
|
12.4K
$1.29M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.5K+ 309.81% |
$830K - $888K
|
13.8K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 8.46% |
$822K - $879K
|
133K
$13.8M
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 11.0% |
$818K - $875K
|
104K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 2.88% |
$793K - $848K
|
356K
$37.1M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.91KNew |
$786K - $841K
|
9.91K
$1.03M
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
9.23K+ 34.32% |
$732K - $783K
|
36.1K
$3.76M
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.21K+ 113.57% |
$731K - $781K
|
17.3K
$1.8M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.2K+ 15.83% |
$730K - $781K
|
67.3K
$7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.7K+ 1.04% |
$611K - $654K
|
748K
$77.8M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.55KNew |
$599K - $641K
|
7.55K
$786K
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.51KNew |
$596K - $637K
|
7.51K
$781K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.5K+ 5.92% |
$595K - $637K
|
134K
$14M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.49KNew |
$594K - $636K
|
7.49K
$779K
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.46K+ 45.45% |
$592K - $633K
|
23.9K
$2.48M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
7.37K+ 3.79% |
$584K - $625K
|
202K
$21M
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.19KNew |
$571K - $611K
|
7.19K
$748K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.94K+ 10.42% |
$550K - $589K
|
73.5K
$7.65M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.46KNew |
$512K - $548K
|
6.46K
$672K
|