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 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
350New |
$26K - $30.9K
|
350
$37.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
350New |
$26K - $30.9K
|
350
$37.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
325+ 12.26% |
$24.1K - $28.7K
|
2.98K
$321K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
317+ 64.04% |
$23.5K - $28K
|
812
$87.6K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
314+ 2.22% |
$23.3K - $27.7K
|
14.5K
$1.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
305+ 1.06% |
$22.6K - $26.9K
|
29.2K
$3.15M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
304+ 1.19% |
$22.5K - $26.8K
|
25.8K
$2.79M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
285+ 7.5% |
$21.1K - $25.2K
|
4.09K
$440K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
279+ 0.06% |
$20.7K - $24.6K
|
474K
$51.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
244+ 1.71% |
$18.1K - $21.5K
|
14.5K
$1.56M
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
243+ 7.86% |
$18K - $21.5K
|
3.34K
$360K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
230+ 55.96% |
$17.1K - $20.3K
|
641
$69.1K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
229New |
$17K - $20.2K
|
229
$24.7K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
226+ 1.56% |
$16.8K - $20K
|
14.7K
$1.59M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
209+ 5.82% |
$15.5K - $18.5K
|
3.8K
$410K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
207+ 5.14% |
$15.3K - $18.3K
|
4.24K
$457K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
191+ 0.33% |
$14.2K - $16.9K
|
58K
$6.25M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.86% |
$13.1K - $15.5K
|
20.7K
$2.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
176New |
$13.1K - $15.5K
|
176
$19K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
150New |
$11.1K - $13.2K
|
150
$16.2K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 4.06% |
$10.9K - $13K
|
3.77K
$406K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
141+ 0.69% |
$10.5K - $12.5K
|
20.6K
$2.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
136+ 11.31% |
$10.1K - $12K
|
1.34K
$144K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
131+ 3.49% |
$9.71K - $11.6K
|
3.89K
$419K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
128+ 2.7% |
$9.49K - $11.3K
|
4.88K
$526K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
118+ 4.87% |
$8.75K - $10.4K
|
2.54K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
109+ 0.22% |
$8.08K - $9.62K
|
48.7K
$5.25M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
107+ 5.1% |
$7.93K - $9.45K
|
2.21K
$238K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107+ 382.14% |
$7.93K - $9.45K
|
135
$14.6K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79+ 0.33% |
$5.86K - $6.98K
|
24.2K
$2.61M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
73+ 0.62% |
$5.41K - $6.45K
|
11.8K
$1.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 44.0% |
$4.89K - $5.83K
|
216
$23.3K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
65+ 0.86% |
$4.82K - $5.74K
|
7.62K
$821K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
59+ 2.23% |
$4.37K - $5.21K
|
2.71K
$292K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52+ 1.96% |
$3.86K - $4.59K
|
2.71K
$292K
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
45+ 0.54% |
$3.34K - $3.97K
|
8.39K
$905K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
42+ 0.33% |
$3.11K - $3.71K
|
12.6K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
40+ 0.27% |
$2.97K - $3.53K
|
14.8K
$1.59M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 11.08% |
$2.82K - $3.36K
|
381
$41.1K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36+ 6.19% |
$2.67K - $3.18K
|
618
$66.6K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 0.01% |
$1.85K - $2.21K
|
333K
$35.9M
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
25+ 3.03% |
$1.85K - $2.21K
|
850
$91.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
24+ 20.0% |
$1.78K - $2.12K
|
144
$15.5K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.14% |
$1.78K - $2.12K
|
16.8K
$1.81M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
10+ 4.46% |
$742 - $883
|
234
$25.2K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 3.26% |
$742 - $883
|
317
$34.2K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$667 - $795
|
4.15K
$448K
|
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
8+ 0.24% |
$593 - $706
|
3.34K
$360K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
8+ 0.22% |
$593 - $706
|
3.59K
$387K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7+ 0.2% |
$519 - $618
|
3.5K
$377K
|