Purchases and Sales Made in Q2 2023 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 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
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
946
+ 7.96%
$66.6K - $74.1K
12.8K $1.38M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
925
+ 2.96%
$65.1K - $72.5K
32.2K $3.47M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
924
+ 8.04%
$65K - $72.4K
12.4K $1.34M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
921
New
$64.8K - $72.2K
921 $99.3K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
903
+ 1.88%
$63.6K - $70.8K
48.9K $5.28M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
894
+ 23.0%
$62.9K - $70K
4.78K $516K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
828
+ 0.5%
$58.3K - $64.9K
167K $18M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
775
+ 16.35%
$54.6K - $60.7K
5.51K $595K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
774
+ 12.92%
$54.5K - $60.6K
6.76K $730K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
741
New
$52.2K - $58.1K
741 $79.9K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
704
+ 9.5%
$49.6K - $55.2K
8.12K $875K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
690
+ 4.32%
$48.6K - $54.1K
16.7K $1.8M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
690
+ 4.32%
$48.6K - $54.1K
16.7K $1.8M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
626
+ 21.13%
$44.1K - $49K
3.59K $387K
Jan 02, 2024 Q2 2023
Pecaut & Co.

BUY
 -
603
+ 9.34%
$42.4K - $47.2K
7.06K $762K
Jul 20, 2023 Q2 2023
Well Done, LLC

BUY
 -
598
+ 2.08%
$42.1K - $46.9K
29.3K $3.16M
Aug 10, 2023 Q2 2023
Integral Investment Advisors, Inc.

BUY
 -
580
+ 20.08%
$40.8K - $45.4K
3.47K $374K
Aug 09, 2023 Q2 2023
Arjuna Capital

BUY
 -
571
+ 3.36%
$40.2K - $44.7K
17.5K $1.89M
Jul 13, 2023 Q2 2023
Frg Family Wealth Advisors LLC

BUY
 -
540
+ 10.69%
$38K - $42.3K
5.59K $603K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
465
+ 0.13%
$32.7K - $36.4K
349K $37.6M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
453
+ 4.31%
$31.9K - $35.5K
11K $1.18M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
450
New
$31.7K - $35.3K
450 $48.5K
Jul 26, 2023 Q2 2023
Ervin Investment Management, LLC

BUY
 -
435
+ 4.02%
$30.6K - $34.1K
11.3K $1.22M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
430
+ 81.9%
$30.3K - $33.7K
955 $103K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
424
+ 9.94%
$29.8K - $33.2K
4.69K $506K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
368
+ 7.24%
$25.9K - $28.8K
5.45K $588K
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
366
+ 4.68%
$25.8K - $28.7K
8.18K $883K
Aug 10, 2023 Q2 2023
Davis R M Inc

Portland, ME
BUY
 -
345
+ 2.8%
$24.3K - $27K
12.7K $1.37M
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
329
+ 7.43%
$23.2K - $25.8K
4.76K $513K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
311
+ 0.6%
$21.9K - $24.4K
52.6K $5.67M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
288
+ 2.05%
$20.3K - $22.6K
14.4K $1.55M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
285
+ 21.89%
$20.1K - $22.3K
1.59K $171K
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

BUY
 -
233
+ 1.35%
$16.4K - $18.3K
17.5K $1.89M
Jul 31, 2023 Q2 2023
Estate Counselors, LLC

BUY
 -
230
+ 3.34%
$16.2K - $18K
7.12K $768K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
227
+ 4.1%
$16K - $17.8K
5.76K $622K
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
221
+ 7.92%
$15.6K - $17.3K
3.01K $325K
Sep 01, 2023 Q2 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
206
+ 2.2%
$14.5K - $16.1K
9.55K $1.03M
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
188
+ 3.8%
$13.2K - $14.7K
5.14K $554K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
181
+ 1.93%
$12.7K - $14.2K
9.56K $1.03M
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
152
New
$10.7K - $11.9K
152 $16.4K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
144
+ 6.05%
$10.1K - $11.3K
2.52K $272K
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
140
+ 0.49%
$9.85K - $11K
28.7K $3.09M
Jul 31, 2023 Q2 2023
5th Street Advisors, LLC

BUY
 -
140
+ 3.35%
$9.85K - $11K
4.32K $466K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
131
New
$9.22K - $10.3K
131 $14.1K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
122
+ 0.99%
$8.59K - $9.56K
12.5K $1.35M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
108
+ 2.75%
$7.6K - $8.46K
4.04K $436K
Jul 24, 2023 Q2 2023
Financial Services Advisory Inc

BUY
 -
107
+ 0.51%
$7.53K - $8.38K
21.1K $2.27M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
105
+ 2.34%
$7.39K - $8.23K
4.6K $496K
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
100
+ 0.25%
$7.04K - $7.83K
39.5K $4.27M

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