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 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-283- 2.83% |
$22.5K - $24K
|
9.7K
$1.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-325- 2.27% |
$25.8K - $27.6K
|
14K
$1.45M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-350- 1.42% |
$27.8K - $29.7K
|
24.2K
$2.52M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-392- 11.75% |
$31.1K - $33.3K
|
2.95K
$306K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-410- 7.37% |
$32.5K - $34.8K
|
5.15K
$536K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-500Closed |
$39.7K - $42.4K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-500- 1.92% |
$39.7K - $42.4K
|
25.5K
$2.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-575- 2.54% |
$45.6K - $48.8K
|
22K
$2.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-602Closed |
$47.8K - $51.1K
|
0
$0
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-613- 0.83% |
$48.6K - $52K
|
72.9K
$7.58M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-676- 32.44% |
$53.6K - $57.4K
|
1.41K
$146K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-950- 10.33% |
$75.4K - $80.6K
|
8.25K
$858K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-954- 6.09% |
$75.7K - $81K
|
14.7K
$1.53M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.06K- 2.54% |
$83.7K - $89.5K
|
40.5K
$4.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.08K- 0.7% |
$85.6K - $91.5K
|
152K
$15.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.7K- 8.27% |
$135K - $144K
|
18.9K
$1.96M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.04K- 34.12% |
$162K - $173K
|
3.93K
$409K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.5KClosed |
$199K - $212K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.68KClosed |
$213K - $228K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.69KClosed |
$213K - $228K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.05K- 91.04% |
$242K - $259K
|
300
$31.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-3.55K- 6.9% |
$282K - $301K
|
47.9K
$4.98M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.77K- 9.06% |
$378K - $405K
|
47.8K
$4.98M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 9.48% |
$381K - $408K
|
45.9K
$4.77M
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-5.59K- 11.74% |
$443K - $474K
|
42K
$4.37M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.71KClosed |
$612K - $655K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.58KClosed |
$681K - $728K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.86KClosed |
$782K - $836K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.1K- 36.29% |
$799K - $854K
|
17.7K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 56.86% |
$992K - $1.06M
|
9.48K
$986K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.9K- 5.97% |
$1.18M - $1.26M
|
234K
$24.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-29.9K- 7.43% |
$2.38M - $2.54M
|
373K
$38.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-34.8K- 38.87% |
$2.76M - $2.95M
|
54.7K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-39.1KClosed |
$3.1M - $3.32M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.9KClosed |
$4.52M - $4.83M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.2K- 20.58% |
$4.78M - $5.11M
|
232K
$24.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-83.7K- 90.97% |
$6.64M - $7.1M
|
8.31K
$865K
|
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-475K- 98.77% |
$37.7M - $40.3M
|
5.93K
$617K
|
|
|
Nov 15, 2021
Q3 2021
|
Oregon Health & Science University
Portland, OR |
SELL
|
- |
-2.84MClosed |
$225M - $241M
|
0
$0
|