Purchases and Sales Made in Q1 2023 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 2023. 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 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
369+ 24.42% |
$24.1K - $27.1K
|
1.88K
$202K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
359+ 120.88% |
$23.4K - $26.4K
|
656
$70.6K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
356+ 17.6% |
$23.2K - $26.2K
|
2.38K
$256K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
355+ 1.88% |
$23.2K - $26.1K
|
19.3K
$2.07M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
354New |
$23.1K - $26K
|
354
$38.1K
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
342+ 0.44% |
$22.3K - $25.2K
|
77.5K
$8.34M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
332+ 1.77% |
$21.7K - $24.4K
|
19.1K
$2.05M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
302+ 135.43% |
$19.7K - $22.2K
|
525
$56.5K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
300+ 6.66% |
$19.6K - $22.1K
|
4.81K
$517K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 1.84% |
$16.6K - $18.7K
|
14.1K
$1.51M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
252+ 2.09% |
$16.4K - $18.5K
|
12.3K
$1.33M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
247+ 1300.0% |
$16.1K - $18.2K
|
266
$28.6K
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
231+ 0.96% |
$15.1K - $17K
|
24.2K
$2.6M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$14.8K - $16.6K
|
226
$24.3K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
221New |
$14.4K - $16.3K
|
221
$23.8K
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
220+ 1.32% |
$14.4K - $16.2K
|
16.8K
$1.81M
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
212+ 0.75% |
$13.8K - $15.6K
|
28.5K
$3.07M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
210+ 6.61% |
$13.7K - $15.4K
|
3.39K
$364K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201+ 5.07% |
$13.1K - $14.8K
|
4.17K
$449K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
199+ 1.03% |
$13K - $14.6K
|
19.5K
$2.09M
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
193+ 4.92% |
$12.6K - $14.2K
|
4.12K
$443K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
193+ 17.4% |
$12.6K - $14.2K
|
1.3K
$140K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
191+ 0.88% |
$12.5K - $14K
|
22K
$2.37M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
188+ 1.69% |
$12.3K - $13.8K
|
11.3K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
187+ 2.64% |
$12.2K - $13.8K
|
7.27K
$782K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
185+ 0.48% |
$12.1K - $13.6K
|
38.6K
$4.15M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
175+ 1.58% |
$11.4K - $12.9K
|
11.3K
$1.21M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
173+ 12.93% |
$11.3K - $12.7K
|
1.51K
$163K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
158+ 2.32% |
$10.3K - $11.6K
|
6.97K
$750K
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
157+ 1.19% |
$10.2K - $11.5K
|
13.3K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
151+ 7.44% |
$9.86K - $11.1K
|
2.18K
$235K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$9.79K - $11K
|
150
$16.1K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
130+ 4.01% |
$8.49K - $9.56K
|
3.38K
$363K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106+ 2.37% |
$6.92K - $7.8K
|
4.59K
$494K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
102+ 12.5% |
$6.66K - $7.5K
|
918
$98.8K
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
100+ 2.93% |
$6.53K - $7.36K
|
3.52K
$378K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$6.53K - $7.36K
|
100
$10.8K
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
100+ 2.73% |
$6.53K - $7.36K
|
3.77K
$405K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
89+ 5.11% |
$5.81K - $6.55K
|
1.83K
$197K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 0.67% |
$5.35K - $6.03K
|
12.4K
$1.33M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
70+ 1.4% |
$4.57K - $5.15K
|
5.08K
$547K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
69+ 4.47% |
$4.5K - $5.07K
|
1.61K
$174K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64+ 2.23% |
$4.18K - $4.71K
|
2.93K
$315K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 0.13% |
$3.92K - $4.41K
|
45K
$4.84M
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
56+ 12.79% |
$3.66K - $4.12K
|
494
$53.1K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
53+ 14.13% |
$3.46K - $3.9K
|
428
$46K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$3.26K - $3.68K
|
50
$5.38K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
48+ 0.28% |
$3.13K - $3.53K
|
17.2K
$1.85M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
47+ 1.48% |
$3.07K - $3.46K
|
3.23K
$348K
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
40+ 0.28% |
$2.61K - $2.94K
|
14.6K
$1.57M
|