Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.02% |
$70.4 - $78.4
|
4.52K
$489K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.17% |
$70.4 - $78.4
|
588
$63.7K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.02% |
$70.4 - $78.4
|
6.27K
$679K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 0.01% |
$70.4 - $78.4
|
7.4K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.29% |
$70.4 - $78.4
|
350
$37.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$70.4 - $78.4
|
220
$23.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 1.38% |
$422 - $470
|
429
$46.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-12- 0.29% |
$845 - $940
|
4.19K
$454K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.13% |
$1.76K - $1.96K
|
19.2K
$2.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-25- 1.36% |
$1.76K - $1.96K
|
1.81K
$196K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-39- 0.54% |
$2.75K - $3.06K
|
7.24K
$784K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-39- 9.07% |
$2.75K - $3.06K
|
391
$42.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-44- 0.62% |
$3.1K - $3.45K
|
7.06K
$764K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-47- 1.21% |
$3.31K - $3.68K
|
3.85K
$417K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-54- 0.76% |
$3.8K - $4.23K
|
7.06K
$765K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-54- 2.9% |
$3.8K - $4.23K
|
1.81K
$196K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-71- 2.0% |
$5K - $5.56K
|
3.49K
$377K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-72- 4.09% |
$5.07K - $5.64K
|
1.69K
$183K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-79- 0.65% |
$5.56K - $6.19K
|
12K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-84- 2.49% |
$5.91K - $6.58K
|
3.29K
$356K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-87- 8.74% |
$6.12K - $6.82K
|
908
$98.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-90- 0.56% |
$6.34K - $7.05K
|
15.9K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 0.18% |
$7.04K - $7.83K
|
54.7K
$5.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-102- 2.65% |
$7.18K - $7.99K
|
3.75K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-103- 0.74% |
$7.25K - $8.07K
|
13.8K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-124- 13.51% |
$8.73K - $9.72K
|
794
$86K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-126- 0.95% |
$8.87K - $9.87K
|
13.1K
$1.42M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-136- 1.56% |
$9.57K - $10.7K
|
8.56K
$926K
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-139- 3.73% |
$9.78K - $10.9K
|
3.58K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-139- 6.38% |
$9.78K - $10.9K
|
2.04K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-158- 2.67% |
$11.1K - $12.4K
|
5.75K
$623K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-160- 2.77% |
$11.3K - $12.5K
|
5.62K
$609K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-170- 3.21% |
$12K - $13.3K
|
5.12K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-172- 2.74% |
$12.1K - $13.5K
|
6.12K
$662K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-180- 6.81% |
$12.7K - $14.1K
|
2.46K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-181- 1.72% |
$12.7K - $14.2K
|
10.4K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-188- 0.67% |
$13.2K - $14.7K
|
28K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-201- 3.52% |
$14.1K - $15.7K
|
5.51K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-221- 4.23% |
$15.6K - $17.3K
|
5K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-225- 1.27% |
$15.8K - $17.6K
|
17.5K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-240- 4.69% |
$16.9K - $18.8K
|
4.87K
$528K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-249- 3.11% |
$17.5K - $19.5K
|
7.75K
$839K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-264- 39.76% |
$18.6K - $20.7K
|
400
$43.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-266- 21.43% |
$18.7K - $20.8K
|
975
$106K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-267- 4.81% |
$18.8K - $20.9K
|
5.28K
$572K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-278- 0.47% |
$19.6K - $21.8K
|
59.5K
$6.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-294- 2.01% |
$20.7K - $23K
|
14.3K
$1.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-300- 3.2% |
$21.1K - $23.5K
|
9.07K
$982K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-310- 2.66% |
$21.8K - $24.3K
|
11.3K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-332- 4.5% |
$23.4K - $26K
|
7.05K
$764K
|