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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
925+ 14.52% |
$57.7K - $65.4K
|
7.3K
$778K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
921New |
$57.5K - $65.2K
|
921
$98.3K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
920New |
$57.4K - $65.1K
|
920
$98.2K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
906+ 10.87% |
$56.5K - $64.1K
|
9.24K
$986K
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
904+ 2.31% |
$56.4K - $63.9K
|
40.1K
$4.28M
|
|
Jan 17, 2023
Q4 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
880+ 0.28% |
$54.9K - $62.3K
|
321K
$34.2M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
832+ 20.81% |
$51.9K - $58.9K
|
4.83K
$515K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
770+ 20.38% |
$48.1K - $54.5K
|
4.55K
$485K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
760+ 4.19% |
$47.4K - $53.8K
|
18.9K
$2.02M
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
756+ 4.16% |
$47.2K - $53.5K
|
18.9K
$2.02M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
753New |
$47K - $53.3K
|
753
$80.3K
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
741+ 3.93% |
$46.2K - $52.4K
|
19.6K
$2.09M
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
723+ 7.33% |
$45.1K - $51.1K
|
10.6K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
703+ 8.72% |
$43.9K - $49.7K
|
8.77K
$936K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
680+ 22.55% |
$42.4K - $48.1K
|
3.7K
$394K
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
650+ 16.67% |
$40.6K - $46K
|
4.55K
$485K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
637+ 11.02% |
$39.8K - $45.1K
|
6.42K
$684K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
604+ 17.05% |
$37.7K - $42.7K
|
4.15K
$442K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
581+ 1.59% |
$36.3K - $41.1K
|
37.1K
$3.96M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
565New |
$35.3K - $40K
|
565
$60.3K
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
550+ 8.68% |
$34.3K - $38.9K
|
6.89K
$735K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
526+ 4.6% |
$32.8K - $37.2K
|
12K
$1.28M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
523New |
$32.6K - $37K
|
523
$55.8K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
504+ 4.47% |
$31.5K - $35.7K
|
11.8K
$1.26M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
480New |
$30K - $34K
|
480
$51.2K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
478+ 14.45% |
$29.8K - $33.8K
|
3.79K
$404K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
442+ 1.17% |
$27.6K - $31.3K
|
38.4K
$4.1M
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
436+ 4.51% |
$27.2K - $30.8K
|
10.1K
$1.08M
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
420+ 30.68% |
$26.2K - $29.7K
|
1.79K
$191K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
416+ 6.72% |
$26K - $29.4K
|
6.61K
$705K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400+ 9.78% |
$25K - $28.3K
|
4.49K
$479K
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
375+ 2.93% |
$23.4K - $26.5K
|
13.2K
$1.41M
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
375+ 4.07% |
$23.4K - $26.5K
|
9.59K
$1.02M
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
337+ 4.83% |
$21K - $23.8K
|
7.31K
$780K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
315New |
$19.7K - $22.3K
|
315
$33.6K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300+ 27.4% |
$18.7K - $21.2K
|
1.4K
$149K
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
297New |
$18.5K - $21K
|
297
$31.7K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
292+ 91.54% |
$18.2K - $20.7K
|
611
$65.2K
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
291+ 0.6% |
$18.2K - $20.6K
|
48.6K
$5.19M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
284+ 3.72% |
$17.7K - $20.1K
|
7.92K
$845K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
280New |
$17.5K - $19.8K
|
280
$29.9K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
258New |
$16.1K - $18.3K
|
258
$27.5K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
242+ 19.6% |
$15.1K - $17.1K
|
1.48K
$158K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
236+ 0.48% |
$14.7K - $16.7K
|
49.3K
$5.26M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
236+ 0.48% |
$14.7K - $16.7K
|
49.3K
$5.26M
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
201+ 0.34% |
$12.5K - $14.2K
|
59.9K
$6.39M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
201+ 22.14% |
$12.5K - $14.2K
|
1.11K
$118K
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
200+ 3.02% |
$12.5K - $14.1K
|
6.83K
$729K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
173New |
$10.8K - $12.2K
|
173
$18.5K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
173New |
$10.8K - $12.2K
|
173
$18.5K
|