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 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.28K+ 4.46% |
$102K - $109K
|
30K
$3.12M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.22KNew |
$97K - $104K
|
1.22K
$127K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.22K+ 6.77% |
$96.8K - $104K
|
19.3K
$2M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 10.2% |
$96.7K - $103K
|
13.2K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.22K+ 37.97% |
$96.4K - $103K
|
4.42K
$459K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.14K+ 45.96% |
$90.7K - $97K
|
3.63K
$378K
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.05K+ 31.01% |
$82.9K - $88.7K
|
4.42K
$459K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
953+ 54.74% |
$75.6K - $80.9K
|
2.69K
$280K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
918+ 105.4% |
$72.9K - $77.9K
|
1.79K
$186K
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
899+ 1.21% |
$71.3K - $76.3K
|
75.3K
$7.83M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
882+ 10.25% |
$70K - $74.9K
|
9.49K
$987K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
841+ 9.39% |
$66.7K - $71.4K
|
9.8K
$1.02M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
776+ 0.51% |
$61.6K - $65.9K
|
153K
$15.9M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
762+ 6.63% |
$60.5K - $64.7K
|
12.2K
$1.27M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
729+ 4.26% |
$57.9K - $61.9K
|
17.9K
$1.86M
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
728+ 6.27% |
$57.8K - $61.8K
|
12.3K
$1.28M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
667+ 23.85% |
$52.9K - $56.6K
|
3.46K
$360K
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
631+ 5.56% |
$50.1K - $53.6K
|
12K
$1.25M
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
620+ 11.81% |
$49.2K - $52.6K
|
5.87K
$611K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
581+ 10.85% |
$46.1K - $49.3K
|
5.94K
$617K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
557+ 6.52% |
$44.2K - $47.3K
|
9.1K
$947K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
527+ 2.28% |
$41.8K - $44.7K
|
23.6K
$2.46M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
494+ 6.73% |
$39.2K - $41.9K
|
7.84K
$815K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
493+ 18.14% |
$39.1K - $41.8K
|
3.21K
$334K
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
488+ 5.69% |
$38.7K - $41.4K
|
9.07K
$943K
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
485+ 3.59% |
$38.5K - $41.2K
|
14K
$1.46M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
432+ 0.43% |
$34.3K - $36.7K
|
101K
$10.5M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
426+ 13.72% |
$33.8K - $36.2K
|
3.53K
$367K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
391+ 3.18% |
$31K - $33.2K
|
12.7K
$1.32M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
364+ 1.05% |
$28.9K - $30.9K
|
35.1K
$3.65M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
361+ 42.93% |
$28.6K - $30.6K
|
1.2K
$125K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
344+ 10.54% |
$27.3K - $29.2K
|
3.61K
$375K
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
339+ 0.44% |
$26.9K - $28.8K
|
78.3K
$8.14M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
314+ 28.09% |
$24.9K - $26.7K
|
1.43K
$149K
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
285+ 8.37% |
$22.6K - $24.2K
|
3.69K
$384K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
280+ 55.23% |
$22.2K - $23.8K
|
787
$81.9K
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
277+ 1.37% |
$22K - $23.5K
|
20.5K
$2.13M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
264+ 23.85% |
$21K - $22.4K
|
1.37K
$143K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
245New |
$19.4K - $20.8K
|
245
$25.5K
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
236+ 0.19% |
$18.7K - $20K
|
122K
$12.6M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
223New |
$17.7K - $18.9K
|
223
$23.2K
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
218+ 0.69% |
$17.3K - $18.5K
|
31.8K
$3.3M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
195+ 2.89% |
$15.5K - $16.6K
|
6.94K
$722K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
188+ 31.39% |
$14.9K - $16K
|
787
$81.9K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
182+ 2.37% |
$14.4K - $15.4K
|
7.85K
$817K
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
178+ 2.55% |
$14.1K - $15.1K
|
7.15K
$744K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
136New |
$10.8K - $11.5K
|
136
$14.1K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
136New |
$10.8K - $11.5K
|
136
$14.1K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
120+ 92.31% |
$9.52K - $10.2K
|
250
$26K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
106+ 37.72% |
$8.41K - $9K
|
387
$40.3K
|