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 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-383- 4.98% |
$28.4K - $33.8K
|
7.31K
$788K
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-391- 27.23% |
$29K - $34.5K
|
1.05K
$113K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-430- 26.14% |
$31.9K - $38K
|
1.22K
$131K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-485- 5.99% |
$36K - $42.8K
|
7.61K
$820K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-490- 6.11% |
$36.3K - $43.3K
|
7.53K
$812K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-491- 10.3% |
$36.4K - $43.4K
|
4.27K
$461K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-510- 7.51% |
$37.8K - $45K
|
6.28K
$678K
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-511- 11.76% |
$37.9K - $45.1K
|
3.84K
$414K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-544- 4.99% |
$40.3K - $48K
|
10.4K
$1.12M
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-550- 14.1% |
$40.8K - $48.6K
|
3.35K
$361K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-570- 12.08% |
$42.3K - $50.3K
|
4.15K
$447K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-575- 15.27% |
$42.6K - $50.8K
|
3.19K
$344K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-622- 37.67% |
$46.1K - $54.9K
|
1.03K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-625- 4.03% |
$46.3K - $55.2K
|
14.9K
$1.61M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-637- 2.6% |
$47.2K - $56.2K
|
23.9K
$2.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-686- 3.13% |
$50.9K - $60.6K
|
21.2K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-751- 0.4% |
$55.7K - $66.3K
|
187K
$20.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-768Closed |
$56.9K - $67.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-824Closed |
$61.1K - $72.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-861- 2.75% |
$63.8K - $76K
|
30.5K
$3.29M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-874Closed |
$64.8K - $77.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-898- 1.62% |
$66.6K - $79.3K
|
54.4K
$5.86M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-966- 2.26% |
$71.6K - $85.3K
|
41.7K
$4.5M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 17.24% |
$74.2K - $88.3K
|
4.8K
$518K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.08K- 5.79% |
$80.4K - $95.7K
|
17.6K
$1.9M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-1.14K- 5.59% |
$84.5K - $101K
|
19.2K
$2.08M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.15K- 12.15% |
$85.3K - $102K
|
8.32K
$897K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 6.92% |
$97.4K - $116K
|
17.7K
$1.9M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.38K- 20.3% |
$103K - $122K
|
5.43K
$586K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.6K- 7.73% |
$119K - $141K
|
19.1K
$2.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-1.76K- 3.97% |
$130K - $155K
|
42.6K
$4.59M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.78K- 33.12% |
$132K - $157K
|
3.59K
$387K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.23K- 29.78% |
$165K - $197K
|
5.25K
$567K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.28KClosed |
$169K - $201K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.3KClosed |
$170K - $203K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.3KClosed |
$170K - $203K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.37KClosed |
$175K - $209K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.44K- 22.53% |
$181K - $215K
|
8.39K
$905K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.45K- 21.14% |
$182K - $216K
|
9.14K
$986K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52KClosed |
$187K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.54KClosed |
$188K - $224K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.55KClosed |
$189K - $225K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.63K- 0.96% |
$195K - $232K
|
272K
$29.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.64KClosed |
$196K - $233K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
SELL
|
- |
-2.65K- 5.55% |
$196K - $234K
|
45.1K
$4.86M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.67KClosed |
$198K - $236K
|
0
$0
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.72K- 43.33% |
$202K - $240K
|
3.56K
$383K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.77KClosed |
$205K - $244K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.9KClosed |
$215K - $256K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.94K- 30.75% |
$218K - $260K
|
6.62K
$714K
|