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 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
248+ 5.73% |
$15.6K - $19K
|
4.58K
$489K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
238+ 1.99% |
$15K - $18.2K
|
12.2K
$1.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$14.2K - $17.3K
|
226
$24.1K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
172+ 0.35% |
$10.8K - $13.2K
|
49.1K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
172+ 0.35% |
$10.8K - $13.2K
|
49.1K
$5.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
160+ 0.71% |
$10.1K - $12.2K
|
22.6K
$2.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
157+ 4.69% |
$9.88K - $12K
|
3.5K
$374K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
150+ 3.52% |
$9.44K - $11.5K
|
4.41K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
143+ 0.62% |
$9K - $10.9K
|
23.1K
$2.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
122+ 9.31% |
$7.68K - $9.34K
|
1.43K
$153K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
111+ 0.3% |
$6.98K - $8.5K
|
37K
$3.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
105+ 0.7% |
$6.61K - $8.04K
|
15K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 1.85% |
$6.61K - $8.04K
|
5.78K
$617K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 12.5% |
$6.29K - $7.65K
|
900
$96K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
83+ 1.04% |
$5.22K - $6.35K
|
8.07K
$861K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
83+ 4.27% |
$5.22K - $6.35K
|
2.03K
$216K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
67+ 7.38% |
$4.21K - $5.13K
|
975
$104K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 1.71% |
$3.84K - $4.67K
|
3.62K
$386K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 1.71% |
$3.84K - $4.67K
|
3.62K
$386K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
48+ 0.29% |
$3.02K - $3.67K
|
16.5K
$1.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
44+ 0.35% |
$2.77K - $3.37K
|
12.7K
$1.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
40+ 5.44% |
$2.52K - $3.06K
|
775
$82.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
35+ 0.35% |
$2.2K - $2.68K
|
9.99K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
31+ 0.35% |
$1.95K - $2.37K
|
8.93K
$952K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
30+ 8.7% |
$1.89K - $2.3K
|
375
$40K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.16% |
$1.26K - $1.53K
|
12.4K
$1.32M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.34% |
$881 - $1.07K
|
4.18K
$446K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 7.34% |
$818 - $995
|
190
$20.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
12+ 0.33% |
$755 - $918
|
3.61K
$385K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.29% |
$692 - $842
|
3.78K
$403K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.22% |
$629 - $765
|
4.48K
$478K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10+ 0.34% |
$629 - $765
|
2.92K
$311K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.33% |
$566 - $689
|
2.7K
$288K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9+ 0.04% |
$566 - $689
|
24.6K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 0.0% |
$315 - $383
|
368K
$39.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.35% |
$315 - $383
|
1.45K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.69K
$394K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.49K
$373K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.12% |
$252 - $306
|
3.47K
$370K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$252 - $306
|
15.4K
$1.65M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.69K
$394K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.41% |
$126 - $153
|
495
$52.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.36% |
$126 - $153
|
553
$59K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.02% |
$126 - $153
|
10.9K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.47% |
$126 - $153
|
432
$46.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$62.9 - $76.5
|
218
$23.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.41% |
$62.9 - $76.5
|
244
$26K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.29% |
$62.9 - $76.5
|
346
$36.9K
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3- 0.03% |
$189 - $230
|
8.69K
$927K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$377 - $459
|
14.3K
$1.52M
|