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 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
64+ 0.36% |
$4.78K - $5.19K
|
17.6K
$1.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
60+ 0.53% |
$4.48K - $4.87K
|
11.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
60New |
$4.48K - $4.87K
|
60
$6.78K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
57+ 0.02% |
$4.26K - $4.62K
|
242K
$27.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
56+ 1.06% |
$4.18K - $4.54K
|
5.34K
$603K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
52+ 0.43% |
$3.88K - $4.22K
|
12.2K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 1.29% |
$3.81K - $4.14K
|
4K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
51+ 0.35% |
$3.81K - $4.14K
|
14.7K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.77% |
$3.73K - $4.05K
|
6.51K
$735K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 0.12% |
$3.43K - $3.73K
|
37.6K
$4.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46+ 0.96% |
$3.43K - $3.73K
|
4.84K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41+ 1.16% |
$3.06K - $3.33K
|
3.56K
$402K
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 0.35% |
$3.06K - $3.33K
|
11.9K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
41+ 0.91% |
$3.06K - $3.33K
|
4.56K
$515K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
40+ 1.38% |
$2.99K - $3.24K
|
2.95K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
39+ 1.09% |
$2.91K - $3.16K
|
3.62K
$409K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
37+ 0.31% |
$2.76K - $3K
|
11.8K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31+ 0.32% |
$2.31K - $2.51K
|
9.59K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
30+ 1.09% |
$2.24K - $2.43K
|
2.78K
$314K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.43K
|
30
$3.39K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
25+ 0.35% |
$1.87K - $2.03K
|
7.08K
$800K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
25+ 0.09% |
$1.87K - $2.03K
|
29.4K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
25+ 0.34% |
$1.87K - $2.03K
|
7.32K
$827K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
23+ 0.45% |
$1.72K - $1.87K
|
5.16K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
20+ 0.17% |
$1.49K - $1.62K
|
11.8K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
20+ 0.11% |
$1.49K - $1.62K
|
18.1K
$2.05M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 6.77% |
$1.27K - $1.38K
|
268
$30.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.27K - $1.38K
|
17
$1.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
16+ 0.35% |
$1.19K - $1.3K
|
4.64K
$524K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.19K - $1.3K
|
5.4K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.09% |
$1.12K - $1.22K
|
17.5K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.34% |
$1.05K - $1.14K
|
4.14K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12+ 9.16% |
$896 - $973
|
143
$16.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 0.27% |
$896 - $973
|
4.44K
$501K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.34% |
$896 - $973
|
3.57K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.26% |
$821 - $892
|
4.18K
$472K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.33% |
$747 - $811
|
3.04K
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.34% |
$747 - $811
|
2.92K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.33% |
$672 - $730
|
2.73K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9+ 0.32% |
$672 - $730
|
2.78K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.3% |
$672 - $730
|
3.04K
$344K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9+ 0.31% |
$672 - $730
|
2.93K
$331K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 0.32% |
$597 - $649
|
2.47K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.28% |
$597 - $649
|
2.87K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.13% |
$597 - $649
|
6.28K
$709K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.2% |
$597 - $649
|
4.05K
$457K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.29% |
$448 - $487
|
2.07K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
6+ 0.06% |
$448 - $487
|
10.2K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4New |
$299 - $324
|
4
$452
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.08% |
$224 - $243
|
3.79K
$428K
|