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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.71KClosed |
$173K - $223K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.73KClosed |
$174K - $224K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.73K- 1.84% |
$175K - $224K
|
145K
$15.7M
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.74K- 38.12% |
$175K - $225K
|
4.44K
$479K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.78K- 0.33% |
$178K - $228K
|
831K
$89.6M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.78K- 0.33% |
$178K - $228K
|
831K
$89.6M
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.87KClosed |
$183K - $236K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
$184K - $237K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.91KClosed |
$186K - $239K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.97KClosed |
$190K - $244K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.98KClosed |
$191K - $245K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-3KClosed |
$192K - $247K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.09K- 92.71% |
$198K - $254K
|
243
$26.2K
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.11K- 8.67% |
$199K - $255K
|
32.7K
$3.53M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-3.12KClosed |
$199K - $256K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.14K- 37.77% |
$201K - $258K
|
5.18K
$558K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-3.16K- 17.53% |
$202K - $259K
|
14.9K
$1.6M
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-3.18KClosed |
$203K - $261K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.19K- 1.59% |
$204K - $262K
|
197K
$21.2M
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-3.24K- 16.83% |
$207K - $266K
|
16K
$1.73M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$214K - $274K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.61KClosed |
$231K - $297K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.15KClosed |
$265K - $341K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 1.84% |
$272K - $349K
|
227K
$24.5M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.5K- 46.37% |
$288K - $370K
|
5.2K
$561K
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-4.56K- 31.4% |
$291K - $374K
|
9.96K
$1.07M
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
SELL
|
- |
-4.71K- 11.06% |
$301K - $387K
|
37.9K
$4.08M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.79K- 62.92% |
$306K - $393K
|
2.82K
$304K
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-4.98K- 4.88% |
$319K - $409K
|
97.1K
$10.5M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.25KClosed |
$336K - $432K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.3K- 35.83% |
$339K - $435K
|
9.48K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.43KClosed |
$348K - $446K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.46K- 99.63% |
$349K - $449K
|
20
$2.16K
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.69KClosed |
$364K - $468K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.7K- 86.15% |
$365K - $469K
|
917
$98.9K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.66K- 25.8% |
$426K - $548K
|
19.2K
$2.07M
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-6.9K- 79.82% |
$441K - $567K
|
1.74K
$188K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.97K- 62.73% |
$446K - $572K
|
4.14K
$446K
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-7.44K- 25.5% |
$476K - $612K
|
21.7K
$2.34M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.7K- 24.11% |
$492K - $632K
|
24.2K
$2.61M
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-7.84KClosed |
$501K - $644K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.41K- 3.15% |
$538K - $691K
|
259K
$27.9M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.44K- 6.05% |
$604K - $775K
|
146K
$15.8M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-10KClosed |
$640K - $822K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 28.44% |
$759K - $975K
|
29.8K
$3.22M
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-12.4K- 65.1% |
$794K - $1.02M
|
6.65K
$717K
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-12.9KClosed |
$826K - $1.06M
|
0
$0
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-16.9K- 27.03% |
$1.08M - $1.39M
|
45.6K
$4.92M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.4K- 16.64% |
$1.12M - $1.43M
|
87.4K
$9.42M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-19K- 5.02% |
$1.21M - $1.56M
|
358K
$38.7M
|