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 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.32K+ 88.66% |
$172K - $204K
|
4.93K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.25K+ 16.33% |
$167K - $199K
|
16K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.18K+ 58.26% |
$162K - $192K
|
5.92K
$639K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.17K+ 63.99% |
$161K - $192K
|
5.56K
$600K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.04K+ 5.83% |
$151K - $180K
|
37K
$3.99M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 30.29% |
$144K - $172K
|
8.38K
$904K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
1.81K+ 39.59% |
$134K - $160K
|
6.39K
$688K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.72K+ 15.81% |
$127K - $152K
|
12.6K
$1.36M
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.71K+ 25.48% |
$127K - $151K
|
8.42K
$908K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.59K+ 51.54% |
$118K - $140K
|
4.66K
$502K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 7.39% |
$112K - $134K
|
22K
$2.37M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 7.39% |
$112K - $134K
|
22K
$2.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.49K+ 10.2% |
$110K - $131K
|
16K
$1.73M
|
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 7.36% |
$104K - $124K
|
20.5K
$2.21M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.37K+ 17.13% |
$101K - $121K
|
9.34K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.34K+ 28.32% |
$99.6K - $119K
|
6.09K
$656K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.34K+ 13.67% |
$99.1K - $118K
|
11.1K
$1.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.93% |
$92.2K - $110K
|
19.2K
$2.07M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.13K+ 461.63% |
$83.9K - $99.9K
|
1.38K
$148K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.12K+ 21.26% |
$83K - $98.8K
|
6.38K
$688K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.1K+ 3.55% |
$81.8K - $97.4K
|
32.2K
$3.47M
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 1.41% |
$81.5K - $97K
|
78.8K
$8.5M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.09K+ 13.92% |
$80.5K - $95.8K
|
8.88K
$958K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 8.95% |
$75.7K - $90.2K
|
12.4K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.02K+ 42.67% |
$75.6K - $90K
|
3.41K
$367K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
986+ 8.85% |
$73.1K - $87.1K
|
12.1K
$1.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
955+ 37.66% |
$70.8K - $84.3K
|
3.49K
$376K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
942+ 11.46% |
$69.8K - $83.2K
|
9.16K
$988K
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
922+ 2.05% |
$68.4K - $81.4K
|
45.8K
$4.94M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
920+ 20.39% |
$68.2K - $81.2K
|
5.43K
$586K
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
910+ 14.51% |
$67.5K - $80.4K
|
7.18K
$774K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
903New |
$67K - $79.7K
|
903
$97.4K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
878+ 7.18% |
$65.1K - $77.5K
|
13.1K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
873+ 1.73% |
$64.7K - $77.1K
|
51.4K
$5.54M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
786+ 8.25% |
$58.3K - $69.4K
|
10.3K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
775+ 14.56% |
$57.5K - $68.4K
|
6.1K
$657K
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
725+ 12.15% |
$53.8K - $64K
|
6.69K
$722K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
702+ 9.19% |
$52.1K - $62K
|
8.34K
$899K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
686+ 4.04% |
$50.9K - $60.6K
|
17.7K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
668+ 7.39% |
$49.5K - $59K
|
9.7K
$1.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
550+ 23.31% |
$40.8K - $48.6K
|
2.91K
$314K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
545+ 7.18% |
$40.4K - $48.1K
|
8.14K
$878K
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
544+ 12.04% |
$40.3K - $48K
|
5.06K
$546K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
498+ 5.98% |
$36.9K - $44K
|
8.83K
$952K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
490+ 3.68% |
$36.3K - $43.3K
|
13.8K
$1.49M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
444+ 13.82% |
$32.9K - $39.2K
|
3.66K
$394K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
433+ 15.79% |
$32.1K - $38.2K
|
3.18K
$342K
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
416+ 9.27% |
$30.8K - $36.7K
|
4.9K
$529K
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
376+ 2.97% |
$27.9K - $33.2K
|
13K
$1.4M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
374+ 2.23% |
$27.7K - $33K
|
17.2K
$1.85M
|