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 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7+ 0.22% |
$519 - $618
|
3.13K
$338K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6+ 0.06% |
$445 - $530
|
9.59K
$1.03M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.2% |
$445 - $530
|
2.98K
$321K
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.16% |
$297 - $353
|
2.58K
$278K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
4+ 0.33% |
$297 - $353
|
1.23K
$133K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4+ 0.08% |
$297 - $353
|
5.14K
$554K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.21% |
$222 - $265
|
1.44K
$155K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.06% |
$148 - $177
|
3.47K
$374K
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$148 - $177
|
33.7K
$3.64M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.26% |
$148 - $177
|
783
$84.4K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 8.0% |
$148 - $177
|
27
$2.91K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.02% |
$74.2 - $88.3
|
4.42K
$476K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.29% |
$74.2 - $88.3
|
344
$37.1K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.04% |
$74.2 - $88.3
|
2.68K
$289K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.23% |
$74.2 - $88.3
|
429
$46.3K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.18% |
$74.2 - $88.3
|
549
$59.2K
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$74.2 - $88.3
|
4.3K
$464K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 2.0% |
$74.2 - $88.3
|
51
$5.5K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$74.2 - $88.3
|
777
$83.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9- 0.35% |
$667 - $795
|
2.56K
$276K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-12- 0.28% |
$890 - $1.06K
|
4.25K
$458K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.24% |
$1.48K - $1.77K
|
8.19K
$883K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21- 0.24% |
$1.56K - $1.85K
|
8.61K
$928K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36- 1.2% |
$2.67K - $3.18K
|
2.97K
$320K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-53- 0.36% |
$3.93K - $4.68K
|
14.8K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-54- 0.76% |
$4K - $4.77K
|
7.02K
$757K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-55- 0.67% |
$4.08K - $4.86K
|
8.18K
$882K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-78- 2.61% |
$5.78K - $6.89K
|
2.91K
$314K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-82Closed |
$6.08K - $7.24K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-85- 2.48% |
$6.3K - $7.51K
|
3.34K
$360K
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-85- 2.28% |
$6.3K - $7.51K
|
3.65K
$394K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-106- 3.89% |
$7.86K - $9.36K
|
2.62K
$282K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-140- 3.32% |
$10.4K - $12.4K
|
4.07K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-159- 1.57% |
$11.8K - $14K
|
9.94K
$1.07M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-161Closed |
$11.9K - $14.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-181- 1.65% |
$13.4K - $16K
|
10.8K
$1.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-188- 6.61% |
$13.9K - $16.6K
|
2.66K
$286K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-195- 42.3% |
$14.5K - $17.2K
|
266
$28.7K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-208- 2.78% |
$15.4K - $18.4K
|
7.28K
$785K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-227Closed |
$16.8K - $20K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-240- 0.31% |
$17.8K - $21.2K
|
77.6K
$8.36M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-242- 25.83% |
$17.9K - $21.4K
|
695
$74.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-291- 8.01% |
$21.6K - $25.7K
|
3.34K
$361K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-296Closed |
$21.9K - $26.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-300- 2.2% |
$22.2K - $26.5K
|
13.3K
$1.44M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-300Closed |
$22.2K - $26.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-323- 6.58% |
$24K - $28.5K
|
4.59K
$495K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-340- 14.29% |
$25.2K - $30K
|
2.04K
$220K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-341- 9.86% |
$25.3K - $30.1K
|
3.12K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350Closed |
$26K - $30.9K
|
0
$0
|