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 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6K+ 44.83% |
$377K - $459K
|
19.4K
$2.07M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.97KNew |
$375K - $457K
|
5.97K
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.53K+ 4.43% |
$348K - $423K
|
130K
$13.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.42K+ 57.18% |
$341K - $415K
|
14.9K
$1.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.36KNew |
$337K - $410K
|
5.36K
$571K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.14KNew |
$324K - $394K
|
5.14K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.11K+ 257.93% |
$321K - $391K
|
7.09K
$756K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.96KNew |
$312K - $379K
|
4.96K
$529K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.78K+ 4.35% |
$301K - $366K
|
115K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.48K+ 2.28% |
$282K - $343K
|
201K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.45K+ 53.94% |
$280K - $340K
|
12.7K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.44KNew |
$280K - $340K
|
4.44K
$474K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.35K+ 83.0% |
$274K - $333K
|
9.6K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.35K+ 120.71% |
$274K - $333K
|
7.95K
$848K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$267K - $324K
|
4.24K
$452K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.91K+ 1.09% |
$246K - $299K
|
362K
$38.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.83KNew |
$241K - $293K
|
3.83K
$408K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.83K+ 55.97% |
$241K - $293K
|
10.7K
$1.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.82KNew |
$240K - $292K
|
3.82K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.79K+ 8.57% |
$238K - $290K
|
48K
$5.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
3.77KNew |
$237K - $288K
|
3.77K
$402K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.68KNew |
$232K - $282K
|
3.68K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.58KNew |
$225K - $274K
|
3.58K
$382K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.54KNew |
$223K - $271K
|
3.54K
$378K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.53K+ 750.85% |
$222K - $270K
|
4K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.4K+ 8.41% |
$214K - $260K
|
43.8K
$4.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.38KNew |
$212K - $258K
|
3.38K
$360K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.36KNew |
$212K - $257K
|
3.36K
$359K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.28K+ 65.43% |
$206K - $251K
|
8.29K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.25K+ 62.49% |
$205K - $249K
|
8.46K
$902K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.21KNew |
$202K - $246K
|
3.21K
$342K
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$199K - $242K
|
3.17K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 0.72% |
$195K - $237K
|
432K
$46.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.09K+ 19.65% |
$195K - $237K
|
18.8K
$2.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.07K+ 7.8% |
$193K - $235K
|
42.5K
$4.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.69K+ 16.65% |
$169K - $206K
|
18.9K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.6K+ 58.61% |
$164K - $199K
|
7.05K
$752K
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.55K+ 0.91% |
$160K - $195K
|
282K
$30.1M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.34K+ 10.83% |
$147K - $179K
|
24K
$2.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
2.34K+ 54.37% |
$147K - $179K
|
6.63K
$707K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 5.54% |
$135K - $164K
|
40.8K
$4.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.1KNew |
$132K - $161K
|
2.1K
$224K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.08K+ 15.86% |
$131K - $160K
|
15.2K
$1.62M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.93K+ 5.36% |
$121K - $148K
|
37.9K
$4.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 13.65% |
$120K - $146K
|
15.9K
$1.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.87K+ 41.56% |
$118K - $143K
|
6.37K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.86K+ 47.81% |
$117K - $142K
|
5.74K
$613K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.74KNew |
$109K - $133K
|
1.74K
$185K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.57K+ 2.87% |
$98.5K - $120K
|
56.1K
$5.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.56K+ 9.62% |
$98K - $119K
|
17.8K
$1.9M
|