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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-350- 9.29% |
$24.6K - $27.4K
|
3.42K
$369K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-357- 1.61% |
$25.1K - $28K
|
21.8K
$2.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-360- 8.8% |
$25.3K - $28.2K
|
3.73K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-362- 0.09% |
$25.5K - $28.4K
|
422K
$45.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-371- 0.94% |
$26.1K - $29.1K
|
39.1K
$4.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 5.49% |
$26.4K - $29.4K
|
6.46K
$696K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-380- 0.32% |
$26.7K - $29.8K
|
118K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-399- 0.89% |
$28.1K - $31.3K
|
44.6K
$4.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-451- 2.68% |
$31.7K - $35.3K
|
16.4K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-482- 7.88% |
$33.9K - $37.8K
|
5.63K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-487- 6.46% |
$34.3K - $38.2K
|
7.05K
$760K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-488- 3.27% |
$34.4K - $38.2K
|
14.4K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-489- 10.92% |
$34.4K - $38.3K
|
3.99K
$430K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-508- 1.39% |
$35.8K - $39.8K
|
36.1K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-516- 4.33% |
$36.3K - $40.4K
|
11.4K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-535- 7.67% |
$37.7K - $41.9K
|
6.44K
$694K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-552- 11.18% |
$38.9K - $43.2K
|
4.38K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-607- 85.86% |
$42.7K - $47.6K
|
100
$10.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-615- 1.49% |
$43.3K - $48.2K
|
40.7K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-617- 1.43% |
$43.4K - $48.3K
|
42.5K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-672- 4.6% |
$47.3K - $52.7K
|
13.9K
$1.5M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-689- 6.03% |
$48.5K - $54K
|
10.7K
$1.16M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-770- 10.34% |
$54.2K - $60.3K
|
6.68K
$720K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-845- 1.69% |
$59.5K - $66.2K
|
49.1K
$5.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-885- 15.58% |
$62.3K - $69.3K
|
4.8K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-908- 15.5% |
$63.9K - $71.1K
|
4.95K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-944- 7.84% |
$66.4K - $74K
|
11.1K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-955- 21.95% |
$67.2K - $74.8K
|
3.4K
$366K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.01K- 3.29% |
$71K - $79.1K
|
29.6K
$3.2M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.04K- 4.85% |
$73.1K - $81.4K
|
20.4K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06K- 1.74% |
$74.5K - $82.9K
|
59.9K
$6.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 1.27% |
$76K - $84.5K
|
83.9K
$9.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.09K- 12.65% |
$77K - $85.7K
|
7.55K
$815K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.1K- 9.04% |
$77.6K - $86.4K
|
11.1K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 0.41% |
$77.6K - $86.4K
|
268K
$28.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.11K- 7.39% |
$77.9K - $86.7K
|
13.9K
$1.49M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.13K- 27.56% |
$79.5K - $88.5K
|
2.97K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.13K- 0.59% |
$79.8K - $88.8K
|
190K
$20.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.16K- 8.92% |
$81.9K - $91.2K
|
11.9K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.24K- 29.17% |
$87.4K - $97.3K
|
3.02K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.28K- 3.29% |
$90K - $100K
|
37.6K
$4.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.33K- 11.51% |
$93.3K - $104K
|
10.2K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.34K- 2.39% |
$94.4K - $105K
|
54.7K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.47K- 91.3% |
$103K - $115K
|
140
$15.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.51K- 25.43% |
$106K - $118K
|
4.43K
$477K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.52K- 15.61% |
$107K - $119K
|
8.2K
$884K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.52K- 1.97% |
$107K - $119K
|
75.7K
$8.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.53K- 4.04% |
$108K - $120K
|
36.4K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.54K- 22.55% |
$108K - $120K
|
5.28K
$570K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.58K- 29.34% |
$111K - $124K
|
3.81K
$411K
|