Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
112K+ 1.38% |
$8.39M - $9.11M
|
8.23M
$863M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.72M - $8.39M
|
103K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.72M - $8.39M
|
103K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
90.1K+ 24.46% |
$6.73M - $7.31M
|
459K
$48.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
90.1K+ 11.33% |
$6.73M - $7.31M
|
885K
$92.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
63KNew |
$4.71M - $5.11M
|
63K
$6.61M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
59.2K+ 310.77% |
$4.42M - $4.8M
|
78.3K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
48.6K+ 1214450.0% |
$3.63M - $3.94M
|
48.6K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48K+ 1077.56% |
$3.58M - $3.89M
|
52.4K
$5.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
47.8K+ 97.77% |
$3.57M - $3.88M
|
96.8K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
39.1K+ 15.21% |
$2.92M - $3.17M
|
296K
$31M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
37.7K+ 19.45% |
$2.81M - $3.06M
|
231K
$24.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
37.1K+ 15.97% |
$2.77M - $3M
|
269K
$28.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31.6K+ 24.13% |
$2.36M - $2.56M
|
163K
$17M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
29.9K+ 44.55% |
$2.23M - $2.42M
|
96.9K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.9K+ 36.21% |
$2.16M - $2.35M
|
109K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.6K+ 8.08% |
$1.77M - $1.92M
|
316K
$33.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23.1K+ 118.87% |
$1.73M - $1.88M
|
42.6K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.4K+ 142.36% |
$1.67M - $1.81M
|
38.1K
$3.99M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20.1K+ 25.88% |
$1.5M - $1.63M
|
97.6K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
19.6K+ 18.93% |
$1.47M - $1.59M
|
123K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 32.94% |
$1.46M - $1.59M
|
79K
$8.29M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.7KNew |
$1.32M - $1.44M
|
17.7K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.2K+ 95.68% |
$1.21M - $1.31M
|
33.1K
$3.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 7.59% |
$1.03M - $1.12M
|
195K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$1.02M - $1.11M
|
13.6K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
13.4K+ 2.71% |
$998K - $1.08M
|
506K
$53.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 23.51% |
$951K - $1.03M
|
67K
$7.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.2K+ 17.79% |
$762K - $828K
|
67.6K
$7.09M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2K+ 0.92% |
$761K - $827K
|
1.11M
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2K+ 25.36% |
$760K - $826K
|
50.4K
$5.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.72KNew |
$651K - $707K
|
8.72K
$915K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8.58K+ 4.89% |
$640K - $696K
|
184K
$19.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.22K+ 4.65% |
$613K - $666K
|
185K
$19.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.28KNew |
$543K - $590K
|
7.28K
$763K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.13KNew |
$458K - $497K
|
6.13K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.91K+ 12.69% |
$441K - $479K
|
52.5K
$5.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.87K+ 27.05% |
$438K - $476K
|
27.6K
$2.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.83KNew |
$435K - $473K
|
5.83K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.75K+ 2.46% |
$429K - $466K
|
239K
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.72K+ 13.45% |
$427K - $464K
|
48.2K
$5.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.47K+ 31.28% |
$408K - $444K
|
23K
$2.41M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
5.39K+ 4.18% |
$402K - $437K
|
134K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.13K+ 3.16% |
$383K - $416K
|
168K
$17.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.7K+ 125.32% |
$351K - $381K
|
8.45K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.65KNew |
$347K - $377K
|
4.65K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.49K+ 107.96% |
$335K - $364K
|
8.65K
$907K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.43KNew |
$330K - $359K
|
4.43K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.32K+ 79.33% |
$323K - $351K
|
9.77K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.2K+ 37.01% |
$313K - $340K
|
15.5K
$1.63M
|