Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
12.6K+ 7.2% |
$789K - $895K
|
188K
$20M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
11.3K+ 88.96% |
$704K - $798K
|
24K
$2.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$688K - $779K
|
11K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
10.7K+ 12.51% |
$665K - $754K
|
95.9K
$10.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
10.3KNew |
$640K - $725K
|
10.3K
$1.09M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.68KNew |
$604K - $684K
|
9.68K
$1.03M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.23KNew |
$576K - $653K
|
9.23K
$979K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.99KNew |
$561K - $636K
|
8.99K
$953K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.62K+ 5.15% |
$538K - $610K
|
176K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
7.8KNew |
$487K - $552K
|
7.8K
$828K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.64K+ 33.33% |
$477K - $540K
|
30.5K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.6K+ 26.29% |
$474K - $537K
|
36.5K
$3.87M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
7.45KNew |
$465K - $527K
|
7.45K
$790K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
6.97K+ 91.94% |
$435K - $493K
|
14.5K
$1.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
6.95KNew |
$434K - $492K
|
6.95K
$738K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
6.83K+ 4807.75% |
$426K - $483K
|
6.97K
$739K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.81K+ 147.97% |
$425K - $482K
|
11.4K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.51KNew |
$406K - $461K
|
6.51K
$690K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.44K+ 25.22% |
$402K - $455K
|
32K
$3.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
6.23K+ 1442.59% |
$389K - $441K
|
6.66K
$707K
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.22KNew |
$388K - $440K
|
6.22K
$659K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.02KNew |
$376K - $426K
|
6.02K
$639K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
5.98K+ 5.07% |
$373K - $423K
|
124K
$13.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.96K+ 140.67% |
$372K - $422K
|
10.2K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.95K+ 12.81% |
$371K - $421K
|
52.4K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.4K+ 76.43% |
$337K - $382K
|
12.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.32K+ 2.57% |
$332K - $377K
|
212K
$22.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.22KNew |
$326K - $369K
|
5.22K
$554K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.19K+ 73.22% |
$324K - $367K
|
12.3K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.04KNew |
$315K - $357K
|
5.04K
$535K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.98K+ 46.7% |
$311K - $352K
|
15.6K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.69K+ 19.67% |
$293K - $332K
|
28.5K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.68KNew |
$292K - $331K
|
4.68K
$496K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.6K+ 85.81% |
$287K - $325K
|
9.95K
$1.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.47KNew |
$279K - $316K
|
4.47K
$474K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$277K - $314K
|
4.43K
$470K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$272K - $308K
|
4.35K
$462K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
4.15KNew |
$259K - $293K
|
4.15K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.97KNew |
$248K - $281K
|
3.97K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.96K+ 64.15% |
$247K - $280K
|
10.1K
$1.07M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.92KNew |
$245K - $278K
|
3.92K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.86KNew |
$241K - $273K
|
3.86K
$409K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.84K+ 25.77% |
$240K - $272K
|
18.7K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.82KNew |
$239K - $271K
|
3.82K
$406K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.81KNew |
$238K - $269K
|
3.81K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.75K+ 19.89% |
$234K - $265K
|
22.6K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.7KNew |
$231K - $261K
|
3.7K
$392K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.63KNew |
$227K - $257K
|
3.63K
$385K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.6K+ 12.96% |
$225K - $255K
|
31.4K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.57K+ 17.84% |
$223K - $252K
|
23.6K
$2.5M
|