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 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.1K- 6.04% |
$1.63M - $1.84M
|
406K
$43M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-32.6K- 8.99% |
$2.03M - $2.3M
|
330K
$35M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-33.6K- 14.18% |
$2.1M - $2.38M
|
204K
$21.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-37.2K- 7.24% |
$2.32M - $2.63M
|
476K
$50.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-37.7K- 67.52% |
$2.35M - $2.66M
|
18.1K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-39.4K- 73.99% |
$2.46M - $2.79M
|
13.9K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.5K- 88.48% |
$2.53M - $2.86M
|
5.27K
$559K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-45.8K- 82.39% |
$2.86M - $3.24M
|
9.78K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-58.8K- 34.5% |
$3.67M - $4.16M
|
112K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-64.6K- 19.38% |
$4.03M - $4.57M
|
269K
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-82.2K- 17.5% |
$5.13M - $5.81M
|
387K
$41.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-93.7K- 27.66% |
$5.85M - $6.63M
|
245K
$26M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-93.7K- 27.66% |
$5.85M - $6.63M
|
245K
$26M
|
|
|
Feb 10, 2023
Q4 2022
|
Visa Foundation
|
SELL
|
- |
-172K- 6.51% |
$10.7M - $12.2M
|
2.47M
$262M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-260K- 91.99% |
$16.3M - $18.4M
|
22.7K
$2.41M
|