Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
144K+ 1015.26% |
$9.04M - $11M
|
158K
$16.6M
|
|
Nov 01, 2022
Q3 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80KNew |
$5.03M - $6.12M
|
80K
$8.39M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.8K+ 77.04% |
$4.77M - $5.8M
|
174K
$18.3M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.9K+ 21.07% |
$3.71M - $4.51M
|
339K
$35.5M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.9K+ 21.07% |
$3.71M - $4.51M
|
339K
$35.5M
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
BUY
|
- |
49.3K+ 10.61% |
$3.1M - $3.77M
|
514K
$53.9M
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
44K+ 22.74% |
$2.77M - $3.36M
|
237K
$24.9M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
39.4K+ 239.78% |
$2.48M - $3.01M
|
55.8K
$5.85M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
31.7K+ 61.58% |
$1.99M - $2.43M
|
83.2K
$8.73M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1K+ 22.33% |
$1.96M - $2.38M
|
170K
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
28.9KNew |
$1.82M - $2.21M
|
28.9K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
28.8K+ 50.62% |
$1.81M - $2.2M
|
85.7K
$8.99M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.4K+ 17.02% |
$1.73M - $2.1M
|
189K
$19.8M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
27K+ 2942.64% |
$1.7M - $2.07M
|
27.9K
$2.93M
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
26.7K+ 9.1% |
$1.68M - $2.04M
|
320K
$33.5M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.3K+ 3.61% |
$1.65M - $2.01M
|
753K
$79M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.4K+ 9.45% |
$1.54M - $1.87M
|
283K
$29.7M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23K+ 346.6% |
$1.45M - $1.76M
|
29.7K
$3.12M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.8K+ 69.74% |
$1.44M - $1.75M
|
55.5K
$5.82M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22.8KNew |
$1.43M - $1.74M
|
22.8K
$2.39M
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
18.9K+ 10.34% |
$1.19M - $1.44M
|
201K
$21.1M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
18.3K+ 231.05% |
$1.15M - $1.4M
|
26.2K
$2.75M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7K+ 88500.0% |
$1.11M - $1.35M
|
17.7K
$1.86M
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
17.7K+ 93.82% |
$1.11M - $1.35M
|
36.5K
$3.83M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 9.21% |
$1.1M - $1.34M
|
207K
$21.7M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.9K+ 970.51% |
$1.06M - $1.29M
|
18.7K
$1.96M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.5K+ 51.37% |
$976K - $1.19M
|
45.7K
$4.8M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
14.4K+ 68.08% |
$903K - $1.1M
|
35.4K
$3.72M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.6K+ 70.77% |
$853K - $1.04M
|
32.7K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 6.55% |
$822K - $1M
|
213K
$22.3M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
12.9KNew |
$812K - $988K
|
12.9K
$1.35M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$797K - $970K
|
12.7K
$1.33M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
12.3KNew |
$773K - $940K
|
12.3K
$1.29M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.2K+ 47.71% |
$705K - $857K
|
34.7K
$3.64M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
10.4K+ 15.69% |
$654K - $795K
|
76.6K
$8.03M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
9.85K+ 5.94% |
$620K - $754K
|
176K
$18.4M
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.28KNew |
$584K - $711K
|
9.28K
$974K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.16KNew |
$576K - $701K
|
9.16K
$960K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
8.95KNew |
$563K - $685K
|
8.95K
$939K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
8.44K+ 56.82% |
$531K - $646K
|
23.3K
$2.44M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.35K+ 216.17% |
$525K - $639K
|
12.2K
$1.28M
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.58KNew |
$477K - $580K
|
7.58K
$795K
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
7.48K+ 19.76% |
$471K - $573K
|
45.3K
$4.76M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
6.99KNew |
$440K - $535K
|
6.99K
$733K
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
6.81K+ 3.47% |
$428K - $521K
|
203K
$21.3M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.72K+ 182.69% |
$423K - $515K
|
10.4K
$1.09M
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
6.61K+ 12.46% |
$416K - $506K
|
59.7K
$6.26M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.56K+ 7.19% |
$413K - $502K
|
97.8K
$10.3M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.5K+ 117.52% |
$409K - $497K
|
12K
$1.26M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
6.34KNew |
$399K - $485K
|
6.34K
$665K
|