Purchases and Sales Made in Q2 2022 in Vanguard World Fd Esg U.S. Sto (ESGV)

ESGV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV) during Q2 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
Jul 13, 2022 Q2 2022
Orgel Wealth Management, LLC

BUY
 -
7.39K
+ 2.71%
$473K - $607K
280K $30.1M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
7.3K
+ 19.76%
$467K - $600K
44.2K $4.77M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
7K
+ 4.63%
$448K - $575K
158K $17.1M
Aug 09, 2022 Q2 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
6.36K
+ 15.88%
$407K - $523K
46.4K $5M
Jul 22, 2022 Q2 2022
First Hawaiian Bank

BUY
 -
6.17K
+ 36.69%
$395K - $507K
23K $2.48M
Aug 02, 2022 Q2 2022
In Track Investment Management Inc

BUY
 -
6.08K
+ 46.78%
$389K - $500K
19.1K $2.06M
Jul 22, 2022 Q2 2022
Brandywine Oak Private Wealth LLC

BUY
 -
5.97K
+ 17.31%
$382K - $490K
40.4K $4.36M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
5.27K
+ 7.92%
$337K - $433K
71.7K $7.73M
Aug 09, 2022 Q2 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
5.25K
New
$336K - $431K
5.25K $566K
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
5.03K
New
$322K - $413K
5.03K $542K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.68K
+ 4.22%
$299K - $385K
115K $12.5M
Jul 13, 2022 Q2 2022
Monterey Private Wealth, Inc.

BUY
 -
4.65K
+ 14.45%
$298K - $382K
36.9K $3.98M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
4.62K
+ 9060.78%
$296K - $380K
4.67K $504K
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

BUY
 -
4.5K
New
$288K - $370K
4.5K $485K
Aug 15, 2022 Q2 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
4.35K
+ 8.46%
$278K - $357K
55.7K $6.01M
Aug 10, 2022 Q2 2022
Eq LLC

Mercer Island, WA
BUY
 -
4.29K
+ 5.44%
$274K - $353K
83.1K $8.96M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
4.25K
+ 28.47%
$272K - $349K
19.2K $2.07M
Aug 05, 2022 Q2 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
4.03K
+ 33.25%
$258K - $331K
16.2K $1.74M
May 15, 2023 Q2 2022
Northstar Asset Management Inc

Boston, MA
BUY
 -
4.02K
New
$257K - $330K
4.02K $434K
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
3.88K
New
$248K - $319K
3.88K $419K
Aug 08, 2022 Q2 2022
Davis R M Inc

Portland, ME
BUY
 -
3.86K
New
$247K - $318K
3.86K $417K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.74K
+ 42.38%
$239K - $307K
12.6K $1.36M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
3.73K
+ 106.76%
$238K - $306K
7.22K $778K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
3.72K
+ 9.66%
$238K - $305K
42.2K $4.55M
Aug 15, 2022 Q2 2022
Jefferies Group LLC

New York, NY
BUY
 -
3.69K
New
$236K - $303K
3.69K $398K
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
3.63K
+ 34.43%
$232K - $298K
14.2K $1.53M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.61K
+ 28.68%
$231K - $297K
16.2K $1.75M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
3.55K
+ 4.05%
$227K - $292K
91.2K $9.84M
Aug 05, 2022 Q2 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
3.48K
+ 32.28%
$223K - $286K
14.3K $1.54M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.47K
+ 14.33%
$222K - $285K
27.6K $2.98M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
3.29K
New
$210K - $270K
3.29K $354K
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.14K
New
$201K - $258K
3.14K $339K
Jul 13, 2022 Q2 2022
Johnson Bixby & Associates, LLC

BUY
 -
3.07K
+ 30.43%
$196K - $252K
13.1K $1.42M
Jul 11, 2022 Q2 2022
Stonehearth Capital Management, LLC

BUY
 -
3.03K
New
$194K - $249K
3.03K $327K
Aug 25, 2022 Q2 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
2.97K
+ 283.73%
$190K - $244K
4.01K $432K
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
2.95K
+ 40.58%
$189K - $243K
10.2K $1.1M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
2.76K
+ 6.71%
$177K - $227K
43.9K $4.74M
Jul 28, 2022 Q2 2022
Gen Wealth Group, Inc.

BUY
 -
2.51K
+ 13.48%
$160K - $206K
21.1K $2.27M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
2.5K
+ 17.26%
$160K - $205K
17K $1.83M
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

BUY
 -
2.4K
+ 6.48%
$153K - $197K
39.4K $4.25M
Jul 12, 2022 Q2 2022
Boston Standard Wealth Management, LLC

BUY
 -
2.34K
+ 3.01%
$150K - $192K
79.9K $8.62M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.29K
+ 17.03%
$146K - $188K
15.7K $1.7M
Aug 12, 2022 Q2 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
2.12K
+ 35.82%
$136K - $174K
8.04K $867K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.09K
+ 34.95%
$133K - $171K
8.05K $868K
Aug 05, 2022 Q2 2022
M. Kulyk & Associates, LLC

BUY
 -
1.98K
+ 9.48%
$127K - $163K
22.9K $2.47M
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
1.98K
New
$127K - $163K
1.98K $214K
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.94K
+ 9.17%
$124K - $160K
23.1K $2.49M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.91K
+ 1.02%
$122K - $157K
189K $20.4M
Aug 04, 2022 Q2 2022
Pecaut & Co.

BUY
 -
1.82K
+ 37.09%
$116K - $149K
6.72K $725K

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