Purchases and Sales Made in Q2 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 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 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33+ 0.19% |
$2.11K - $2.71K
|
17.7K
$1.91M
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
32+ 0.16% |
$2.05K - $2.63K
|
20.6K
$2.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
32+ 5.18% |
$2.05K - $2.63K
|
650
$70.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
28+ 8.83% |
$1.79K - $2.3K
|
345
$37.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27+ 0.3% |
$1.73K - $2.22K
|
8.89K
$959K
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
23+ 2.71% |
$1.47K - $1.89K
|
873
$94.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 0.63% |
$1.47K - $1.89K
|
3.68K
$397K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.56% |
$1.34K - $1.73K
|
3.77K
$406K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19+ 0.09% |
$1.22K - $1.56K
|
20.5K
$2.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$832 - $1.07K
|
4.17K
$449K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.31% |
$704 - $904
|
3.6K
$388K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.32% |
$640 - $822
|
3.14K
$339K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.34% |
$576 - $740
|
2.69K
$290K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8+ 0.02% |
$512 - $657
|
32.8K
$3.53M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.14% |
$320 - $411
|
3.56K
$384K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.14% |
$320 - $411
|
3.56K
$384K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
5+ 0.55% |
$320 - $411
|
908
$97.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.28% |
$256 - $329
|
1.44K
$156K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.08% |
$192 - $247
|
3.59K
$387K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.36% |
$128 - $164
|
551
$59.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$64 - $82.2
|
217
$23.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.29% |
$64 - $82.2
|
345
$37.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.23% |
$64 - $82.2
|
430
$46.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1+ 0.03% |
$64 - $82.2
|
3.49K
$376K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-2- 1.39% |
$128 - $164
|
142
$15.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.03% |
$192 - $247
|
8.6K
$928K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4- 0.11% |
$256 - $329
|
3.69K
$398K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5Closed |
$320 - $411
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5- 0.08% |
$320 - $411
|
6.09K
$657K
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$576 - $740
|
5.39K
$581K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$576 - $740
|
12K
$1.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-16- 0.9% |
$1.02K - $1.31K
|
1.76K
$190K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20Closed |
$1.28K - $1.64K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 5.15% |
$2.56K - $3.29K
|
737
$79.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-45- 0.55% |
$2.88K - $3.7K
|
8.09K
$873K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-58- 0.12% |
$3.71K - $4.77K
|
48.9K
$5.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-61- 0.47% |
$3.9K - $5.01K
|
13K
$1.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-64- 1.65% |
$4.09K - $5.26K
|
3.83K
$412K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 4.61% |
$6.01K - $7.72K
|
1.95K
$210K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-120- 9.88% |
$7.68K - $9.86K
|
1.1K
$118K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-133- 0.63% |
$8.51K - $10.9K
|
20.9K
$2.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 4.01% |
$9.28K - $11.9K
|
3.48K
$375K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$9.6K - $12.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-150- 4.41% |
$9.6K - $12.3K
|
3.25K
$350K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-172- 16.85% |
$11K - $14.1K
|
849
$91.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-176- 4.59% |
$11.3K - $14.5K
|
3.66K
$395K
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-208- 1.18% |
$13.3K - $17.1K
|
17.5K
$1.88M
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-242- 6.74% |
$15.5K - $19.9K
|
3.35K
$361K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-250- 71.43% |
$16K - $20.5K
|
100
$10.8K
|