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
|
Wealthfront Advisers LLC
|
SELL
|
- |
-52.5K- 7.45% |
$3.31M - $4.02M
|
653K
$69.2M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.1K- 49.46% |
$3.59M - $4.37M
|
58.4K
$6.19M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62.1K- 42.7% |
$3.91M - $4.75M
|
83.4K
$8.84M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-62.3K- 84.67% |
$3.92M - $4.77M
|
11.3K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-67.4K- 87.84% |
$4.24M - $5.16M
|
9.34K
$990K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-74.6K- 1.8% |
$4.69M - $5.71M
|
4.06M
$431M
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-87.1K- 89.66% |
$5.48M - $6.66M
|
10K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Visa Foundation
|
SELL
|
- |
-106K- 3.85% |
$6.67M - $8.11M
|
2.64M
$280M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-120K- 82.16% |
$7.57M - $9.21M
|
26.1K
$2.77M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-123K- 11.07% |
$7.75M - $9.42M
|
989K
$105M
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-204K- 98.27% |
$12.8M - $15.6M
|
3.59K
$381K
|