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 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.09K- 18.86% |
$156K - $170K
|
9K
$960K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-2.1K- 19.44% |
$157K - $170K
|
8.7K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.14K- 13.7% |
$160K - $174K
|
13.5K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.23K- 2.42% |
$166K - $180K
|
89.6K
$9.56M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.38K- 5.22% |
$178K - $193K
|
43.2K
$4.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.62K- 38.68% |
$195K - $212K
|
4.15K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.76K- 26.94% |
$206K - $224K
|
7.47K
$797K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2.85K- 0.82% |
$213K - $231K
|
346K
$36.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.97K- 9.72% |
$222K - $241K
|
27.6K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-3.04K- 0.82% |
$227K - $247K
|
369K
$39.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-3.3K- 7.47% |
$246K - $267K
|
40.8K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3.45K- 46.55% |
$257K - $279K
|
3.96K
$422K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.5K- 16.27% |
$261K - $284K
|
18K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.89K- 4.53% |
$290K - $315K
|
81.8K
$8.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.9K- 5.36% |
$291K - $316K
|
68.9K
$7.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.91K- 3.11% |
$292K - $317K
|
122K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.36K- 5.18% |
$325K - $353K
|
79.8K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.91K- 37.6% |
$367K - $398K
|
8.15K
$870K
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.93K- 17.56% |
$368K - $400K
|
23.2K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.83K- 1.91% |
$435K - $473K
|
299K
$31.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-6.27K- 17.75% |
$468K - $508K
|
29K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.75K- 1.6% |
$504K - $548K
|
415K
$44.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.16K- 6.86% |
$534K - $580K
|
97.1K
$10.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.53K- 0.92% |
$562K - $611K
|
812K
$86.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.59K- 93.76% |
$641K - $697K
|
572
$61K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.21K- 32.93% |
$687K - $747K
|
18.8K
$2M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-9.33K- 5.59% |
$696K - $757K
|
158K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-10.5K- 27.44% |
$783K - $850K
|
27.7K
$2.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-11K- 52.06% |
$818K - $889K
|
10.1K
$1.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.4K- 4.26% |
$851K - $925K
|
256K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.5K- 5.43% |
$860K - $934K
|
201K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.2K- 60.47% |
$982K - $1.07M
|
8.6K
$918K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-21.3K- 33.37% |
$1.59M - $1.73M
|
42.6K
$4.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-32.8K- 54.7% |
$2.45M - $2.66M
|
27.1K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33K- 7.8% |
$2.46M - $2.67M
|
389K
$41.5M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-36K- 89.29% |
$2.69M - $2.92M
|
4.32K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Visa Foundation
|
SELL
|
- |
-37.5K- 1.83% |
$2.8M - $3.04M
|
2.01M
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41K- 52.95% |
$3.06M - $3.32M
|
36.4K
$3.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-41.1K- 97.4% |
$3.07M - $3.34M
|
1.1K
$117K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-59.9K- 38.42% |
$4.47M - $4.86M
|
96K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-161K- 84.35% |
$12M - $13.1M
|
29.9K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-179K- 43.5% |
$13.4M - $14.5M
|
233K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-307K- 98.81% |
$22.9M - $24.9M
|
3.69K
$394K
|