Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
425K+ 6660.48% |
$31.5M - $37.5M
|
432K
$46M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
312K+ 8050.9% |
$23.1M - $27.6M
|
316K
$33.7M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
256K+ 2237.28% |
$19M - $22.6M
|
267K
$28.5M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
232KNew |
$17.2M - $20.5M
|
232K
$24.7M
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
143K+ 3.66% |
$10.6M - $12.7M
|
4.06M
$433M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
129K+ 427.62% |
$9.58M - $11.4M
|
159K
$17M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125KNew |
$9.25M - $11M
|
125K
$13.3M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
117KNew |
$8.66M - $10.3M
|
117K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
105K+ 25.75% |
$7.8M - $9.28M
|
513K
$54.7M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
104K+ 81.15% |
$7.73M - $9.21M
|
233K
$24.8M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
95.1K+ 18.36% |
$7.05M - $8.4M
|
613K
$65.3M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.3K+ 12.75% |
$6.99M - $8.33M
|
834K
$88.8M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.8K+ 10.75% |
$6.51M - $7.75M
|
904K
$96.4M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
65.7K+ 27.18% |
$4.88M - $5.81M
|
308K
$32.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
35.8KNew |
$2.66M - $3.16M
|
35.8K
$3.82M
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
35.8K+ 24.41% |
$2.65M - $3.16M
|
182K
$19.4M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
32.7K+ 26.34% |
$2.43M - $2.89M
|
157K
$16.7M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.2K+ 1220.83% |
$2.39M - $2.85M
|
34.9K
$3.72M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32K+ 450.38% |
$2.37M - $2.82M
|
39.1K
$4.16M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 3.93% |
$2.1M - $2.5M
|
749K
$79.8M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25.6K+ 198.07% |
$1.9M - $2.26M
|
38.5K
$4.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
23.7K+ 10.23% |
$1.76M - $2.09M
|
255K
$27.2M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.5K+ 14.74% |
$1.74M - $2.07M
|
183K
$19.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
20.6KNew |
$1.53M - $1.82M
|
20.6K
$2.2M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
19.7KNew |
$1.46M - $1.74M
|
19.7K
$2.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19.1KNew |
$1.41M - $1.68M
|
19.1K
$2.03M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.4K+ 135.41% |
$1.36M - $1.62M
|
31.9K
$3.4M
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
17.4K+ 14.82% |
$1.29M - $1.54M
|
135K
$14.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17K+ 22.89% |
$1.26M - $1.5M
|
91K
$9.7M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.5KNew |
$1.08M - $1.28M
|
14.5K
$1.55M
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
13K+ 20.21% |
$963K - $1.15M
|
77.2K
$8.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
12.9KNew |
$957K - $1.14M
|
12.9K
$1.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$892K - $1.06M
|
12K
$1.28M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.9K+ 89.22% |
$882K - $1.05M
|
25.2K
$2.69M
|
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
11.7K+ 5.35% |
$868K - $1.03M
|
230K
$24.5M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11K+ 441.74% |
$813K - $968K
|
13.4K
$1.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11K+ 113.25% |
$812K - $967K
|
20.6K
$2.2M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 207.22% |
$785K - $935K
|
15.7K
$1.67M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.5K+ 102.34% |
$780K - $929K
|
20.8K
$2.22M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 9.99% |
$746K - $889K
|
111K
$11.8M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.86K+ 5.27% |
$731K - $870K
|
197K
$21M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.82K+ 10.82% |
$728K - $867K
|
101K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.3K+ 6.34% |
$690K - $821K
|
156K
$16.6M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.04K+ 119.93% |
$670K - $798K
|
16.6K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.93K+ 3462.79% |
$662K - $789K
|
9.19K
$979K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
8.88K+ 91.51% |
$658K - $784K
|
18.6K
$1.98M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
8.81K+ 6.87% |
$653K - $778K
|
137K
$14.6M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.52K+ 1133.24% |
$632K - $752K
|
9.27K
$988K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.18K+ 8.47% |
$607K - $723K
|
105K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.26K+ 10.99% |
$538K - $641K
|
73.3K
$7.81M
|