Purchases and Sales Made in Q3 2021 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 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
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
6.42K
New
$509K - $545K
6.42K $667K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
6.42K
New
$509K - $545K
6.42K $667K
Oct 19, 2021 Q3 2021
Gen Wealth Group, Inc.

BUY
 -
6.1K
New
$484K - $518K
6.1K $634K
Nov 05, 2021 Q3 2021
Lokken Investment Group LLC

BUY
 -
5.69K
New
$452K - $483K
5.69K $592K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.31K
New
$421K - $450K
5.31K $552K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
5.25K
+ 9.1%
$417K - $446K
62.9K $6.55M
Nov 04, 2021 Q3 2021
Human Investing LLC

BUY
 -
5.15K
+ 10.36%
$409K - $437K
54.9K $5.71M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
5.14K
+ 5.78%
$408K - $436K
94.1K $9.79M
Nov 12, 2021 Q3 2021
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
5.12K
+ 4.71%
$407K - $435K
114K $11.8M
Oct 18, 2021 Q3 2021
Refined Wealth Management

BUY
 -
4.74K
+ 1.83%
$376K - $402K
264K $27.4M
Nov 15, 2021 Q3 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
4.46K
New
$354K - $379K
4.46K $464K
Nov 03, 2021 Q3 2021
St Germain D J CO Inc

Springfield, MA
BUY
 -
4.19K
+ 36.44%
$332K - $356K
15.7K $1.63M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
4.16K
New
$330K - $353K
4.16K $433K
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

BUY
 -
4.07K
+ 1.57%
$323K - $346K
263K $27.3M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
3.95K
+ 34.28%
$313K - $335K
15.5K $1.61M
Oct 29, 2021 Q3 2021
Fountainhead Am, LLC

Warren, NJ
BUY
 -
3.53K
+ 93.25%
$280K - $300K
7.32K $762K
Oct 28, 2021 Q3 2021
Amg National Trust Bank

BUY
 -
3.52K
+ 4.32%
$279K - $299K
84.9K $8.84M
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
3.45K
+ 1150.33%
$274K - $293K
3.75K $390K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
3.44K
New
$273K - $292K
3.44K $358K
Nov 15, 2021 Q3 2021
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
3.28K
New
$260K - $278K
3.28K $341K
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
3.18K
+ 64.35%
$252K - $270K
8.11K $844K
Nov 10, 2021 Q3 2021
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
3.09K
New
$245K - $262K
3.09K $321K
Oct 14, 2021 Q3 2021
Appleton Partners Inc

BUY
 -
3.03K
+ 74.38%
$240K - $257K
7.09K $738K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3K
+ 15.94%
$238K - $255K
21.8K $2.27M
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
2.9K
New
$230K - $246K
2.9K $302K
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
2.86K
+ 6.04%
$227K - $243K
50.3K $5.23M
Nov 03, 2021 Q3 2021
Mengis Capital Management, Inc.

BUY
 -
2.68K
New
$213K - $228K
2.68K $279K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.65K
+ 29.79%
$210K - $225K
11.6K $1.2M
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.57K
+ 17.72%
$204K - $218K
17.1K $1.77M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
2.57K
New
$204K - $218K
2.57K $267K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
2.5K
+ 5.3%
$198K - $212K
49.6K $5.17M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.5K
+ 37.46%
$198K - $212K
9.17K $954K
Oct 28, 2021 Q3 2021
Compass Ion Advisors, LLC

BUY
 -
2.39K
+ 35.73%
$190K - $203K
9.09K $945K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
2.36K
New
$187K - $200K
2.36K $246K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.35K
+ 14.58%
$187K - $200K
18.5K $1.92M
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
2.25K
+ 34.57%
$179K - $191K
8.76K $912K
Nov 10, 2021 Q3 2021
Truefg, LLC

Cedar Park, TX
BUY
 -
2.18K
+ 37.53%
$173K - $185K
7.97K $830K
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
2.08K
+ 7.84%
$165K - $177K
28.7K $2.98M
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
2.05K
+ 14.29%
$162K - $174K
16.4K $1.7M
Nov 12, 2021 Q3 2021
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
2.02K
+ 53.1%
$160K - $172K
5.83K $606K
Oct 22, 2021 Q3 2021
Bell Bank

BUY
 -
1.95K
+ 12.2%
$155K - $166K
17.9K $1.87M
Nov 15, 2021 Q3 2021
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
1.89K
+ 25.74%
$150K - $160K
9.23K $961K
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
1.84K
+ 8.48%
$146K - $157K
23.6K $2.45M
Nov 05, 2021 Q3 2021
Adviser Investments LLC

BUY
 -
1.79K
+ 1.62%
$142K - $152K
112K $11.6M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
1.72K
+ 14.3%
$137K - $146K
13.8K $1.43M
Nov 12, 2021 Q3 2021
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.69K
+ 20.88%
$134K - $143K
9.75K $1.01M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.58K
+ 17.4%
$125K - $134K
10.7K $1.11M
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
1.55K
New
$123K - $131K
1.55K $161K
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
1.29K
New
$102K - $110K
1.29K $134K

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