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 |
---|---|---|---|---|---|---|---|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
7.05K+ 8.74% |
$522K - $622K
|
87.7K
$9.45M
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.53K+ 77.44% |
$484K - $577K
|
15K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
6.05K+ 5.96% |
$448K - $534K
|
108K
$11.6M
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6K+ 51.31% |
$445K - $529K
|
17.7K
$1.91M
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.89K+ 4.05% |
$437K - $520K
|
151K
$16.3M
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.87K+ 139.42% |
$435K - $518K
|
10.1K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.86K+ 17.13% |
$434K - $517K
|
40K
$4.32M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.84K+ 75.01% |
$433K - $516K
|
13.6K
$1.47M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.84K+ 75.01% |
$433K - $516K
|
13.6K
$1.47M
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
5.82K+ 5.65% |
$432K - $514K
|
109K
$11.7M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.48KNew |
$406K - $484K
|
5.48K
$591K
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.47K+ 9.49% |
$406K - $483K
|
63.1K
$6.8M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.46KNew |
$405K - $482K
|
5.46K
$589K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.21KNew |
$386K - $460K
|
5.21K
$562K
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.1K+ 4.39% |
$378K - $451K
|
121K
$13.1M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
5.05KNew |
$375K - $446K
|
5.05K
$545K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 13.7% |
$368K - $438K
|
41.2K
$4.44M
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.96KNew |
$368K - $438K
|
4.96K
$535K
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.75K+ 23.94% |
$352K - $419K
|
24.6K
$2.65M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.61K+ 62.98% |
$342K - $407K
|
11.9K
$1.29M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.25K+ 56.58% |
$315K - $375K
|
11.7K
$1.27M
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.24KNew |
$314K - $374K
|
4.24K
$457K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.12K+ 0.96% |
$305K - $364K
|
431K
$46.5M
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.1K+ 2.09% |
$304K - $362K
|
200K
$21.6M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.07K+ 13.34% |
$301K - $359K
|
34.5K
$3.72M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.95K+ 8.66% |
$293K - $349K
|
49.5K
$5.34M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.92K+ 26.58% |
$291K - $346K
|
18.7K
$2.01M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.89K+ 22.48% |
$288K - $343K
|
21.2K
$2.28M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.63K+ 63.76% |
$269K - $321K
|
9.33K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.61KNew |
$268K - $319K
|
3.61K
$390K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.56KNew |
$264K - $314K
|
3.56K
$383K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
3.48K+ 23.96% |
$258K - $307K
|
18K
$1.94M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.47KNew |
$257K - $306K
|
3.47K
$374K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.36K+ 84.42% |
$249K - $296K
|
7.33K
$790K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.31K+ 93.57% |
$245K - $292K
|
6.84K
$737K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$235K - $280K
|
3.17K
$342K
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.16K+ 32.17% |
$235K - $279K
|
13K
$1.4M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.13K+ 10.0% |
$232K - $277K
|
34.5K
$3.72M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.03K+ 0.81% |
$224K - $267K
|
377K
$40.7M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3KNew |
$222K - $265K
|
3K
$323K
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.87KNew |
$213K - $253K
|
2.87K
$309K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.78K+ 0.33% |
$206K - $245K
|
834K
$89.9M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.76K+ 5.76% |
$205K - $244K
|
50.7K
$5.47M
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
2.7KNew |
$200K - $238K
|
2.7K
$291K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.69K+ 45.02% |
$199K - $237K
|
8.66K
$933K
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.68K+ 7.8% |
$199K - $237K
|
37.1K
$4M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.67K+ 14.98% |
$198K - $236K
|
20.5K
$2.21M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$194K - $231K
|
2.61K
$282K
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.58KNew |
$192K - $228K
|
2.58K
$279K
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.47K+ 13.4% |
$183K - $218K
|
20.9K
$2.26M
|