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
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.31K- 13.58% |
$82.4K - $100K
|
8.34K
$889K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 5.44% |
$82.9K - $101K
|
22.9K
$2.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.38K- 3.27% |
$86.7K - $105K
|
40.8K
$4.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.44K- 2.89% |
$90.3K - $110K
|
48.2K
$5.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 12.19% |
$92.2K - $112K
|
10.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.6K- 18.67% |
$101K - $122K
|
6.97K
$744K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.93K- 48.69% |
$121K - $148K
|
2.03K
$217K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 4.43% |
$122K - $149K
|
42K
$4.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.25K- 38.18% |
$142K - $172K
|
3.64K
$389K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.32K- 11.29% |
$146K - $177K
|
18.2K
$1.94M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.51K- 8.95% |
$158K - $192K
|
25.5K
$2.72M
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-2.62K- 13.71% |
$165K - $200K
|
16.5K
$1.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.7K- 8.97% |
$170K - $207K
|
27.4K
$2.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.02K- 15.24% |
$190K - $231K
|
16.8K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 13.55% |
$197K - $240K
|
20K
$2.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.17K- 78.93% |
$199K - $242K
|
845
$90.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.3K- 5.83% |
$207K - $252K
|
53.3K
$5.68M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.34K- 3.82% |
$210K - $256K
|
84K
$8.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.36K- 12.17% |
$211K - $257K
|
24.2K
$2.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.61KClosed |
$227K - $277K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.69KClosed |
$232K - $283K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.8K- 13.74% |
$239K - $291K
|
23.8K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.85K- 6.09% |
$242K - $295K
|
59.4K
$6.34M
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.02KClosed |
$253K - $308K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.56K- 53.38% |
$287K - $349K
|
3.98K
$425K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.67K- 29.24% |
$294K - $357K
|
11.3K
$1.21M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.03KClosed |
$316K - $385K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.85K- 2.57% |
$368K - $448K
|
222K
$23.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.17K- 34.84% |
$388K - $472K
|
11.5K
$1.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.89K- 28.39% |
$433K - $527K
|
17.4K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.4K- 11.71% |
$528K - $643K
|
63.3K
$6.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-8.99K- 66.42% |
$565K - $688K
|
4.54K
$485K
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-9.04K- 56.45% |
$568K - $692K
|
6.97K
$744K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-9.08K- 26.93% |
$571K - $695K
|
24.6K
$2.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-11.1K- 10.16% |
$697K - $847K
|
97.9K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-11.3K- 64.71% |
$711K - $865K
|
6.17K
$658K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.3K- 44.08% |
$773K - $940K
|
15.6K
$1.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-14.9K- 31.84% |
$936K - $1.14M
|
31.8K
$3.4M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 50.22% |
$943K - $1.15M
|
14.9K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.2K- 2.31% |
$1.21M - $1.47M
|
812K
$86.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.3K- 10.14% |
$1.34M - $1.63M
|
189K
$20.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-23.2K- 19.77% |
$1.46M - $1.78M
|
94.3K
$10.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24.8K- 5.02% |
$1.56M - $1.9M
|
469K
$50.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-24.9K- 39.11% |
$1.56M - $1.9M
|
38.7K
$4.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30K- 24.6% |
$1.89M - $2.3M
|
91.9K
$9.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36K- 59.12% |
$2.26M - $2.75M
|
24.9K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.3K- 7.69% |
$2.34M - $2.85M
|
447K
$47.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-40.3K- 72.41% |
$2.54M - $3.09M
|
15.4K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-42.3K- 92.86% |
$2.66M - $3.24M
|
3.26K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-50.5K- 55.01% |
$3.18M - $3.87M
|
41.3K
$4.41M
|