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 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.62K- 38.51% |
$114K - $127K
|
2.59K
$281K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.71K- 9.17% |
$120K - $134K
|
16.9K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.82K- 1.43% |
$128K - $143K
|
126K
$13.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.86K- 13.27% |
$131K - $146K
|
12.1K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.92K- 4.97% |
$135K - $150K
|
36.7K
$3.97M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.98K- 12.47% |
$139K - $155K
|
13.9K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.16K- 5.55% |
$152K - $170K
|
36.8K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-2.28K- 7.34% |
$160K - $179K
|
28.8K
$3.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 10.39% |
$176K - $195K
|
21.5K
$2.33M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.95K- 13.41% |
$208K - $231K
|
19.1K
$2.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.95K- 14.45% |
$208K - $231K
|
17.5K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.31K- 1.49% |
$233K - $259K
|
219K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.69K- 1.47% |
$260K - $289K
|
247K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 6.4% |
$261K - $290K
|
54.2K
$5.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.03K- 39.06% |
$354K - $394K
|
7.85K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.06K- 26.65% |
$356K - $397K
|
13.9K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.16K- 0.64% |
$363K - $404K
|
795K
$86.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 2.95% |
$378K - $421K
|
177K
$19.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.19K- 2.5% |
$436K - $485K
|
241K
$26.1M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.88K- 30.01% |
$484K - $539K
|
16K
$1.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-7.62K- 19.35% |
$536K - $597K
|
31.7K
$3.44M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.79K- 11.48% |
$548K - $610K
|
60.1K
$6.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.79K- 11.48% |
$548K - $610K
|
60.1K
$6.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.25K- 39.69% |
$580K - $646K
|
12.5K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.41K- 8.4% |
$592K - $659K
|
91.8K
$9.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-9.08K- 11.09% |
$639K - $712K
|
72.8K
$7.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.51K- 13.48% |
$670K - $745K
|
61.1K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.3K- 10.92% |
$726K - $808K
|
84.1K
$9.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.8K- 5.91% |
$758K - $844K
|
171K
$18.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-11.3K- 27.02% |
$797K - $887K
|
30.6K
$3.31M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.1K- 12.37% |
$852K - $948K
|
85.7K
$9.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 48.22% |
$856K - $953K
|
13.1K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 13.3% |
$862K - $960K
|
79.9K
$8.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 7.55% |
$897K - $998K
|
156K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.9K- 46.93% |
$978K - $1.09M
|
15.7K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 57.86% |
$1.02M - $1.13M
|
10.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-15.9K- 6.98% |
$1.12M - $1.25M
|
212K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-17.1K- 99.58% |
$1.21M - $1.34M
|
72
$7.8K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20.1K- 51.74% |
$1.42M - $1.58M
|
18.8K
$2.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23.2K- 3.33% |
$1.63M - $1.82M
|
673K
$72.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-26.2K- 16.54% |
$1.85M - $2.05M
|
132K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.8K- 8.35% |
$1.96M - $2.18M
|
305K
$33M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.4K- 13.95% |
$2.07M - $2.3M
|
181K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-32.1K- 45.62% |
$2.26M - $2.51M
|
38.2K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.7K- 84.36% |
$2.44M - $2.72M
|
6.44K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35.1K- 79.27% |
$2.47M - $2.75M
|
9.17K
$992K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47.8K- 49.44% |
$3.37M - $3.75M
|
48.9K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-48.6K- 99.99% |
$3.42M - $3.81M
|
4
$433
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.7K- 12.69% |
$5.61M - $6.24M
|
548K
$59.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-80.7K- 94.78% |
$5.68M - $6.33M
|
4.45K
$482K
|