Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.56K+ 2.71% |
$98K - $119K
|
59K
$6.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.55K+ 7.47% |
$97.3K - $118K
|
22.3K
$2.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.89% |
$92.4K - $112K
|
167K
$18M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.4K+ 7.25% |
$88.1K - $107K
|
20.7K
$2.23M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.31K+ 177.88% |
$82.5K - $100K
|
2.05K
$221K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.23K+ 1.49% |
$77.6K - $94.5K
|
84.3K
$9.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.23K+ 0.48% |
$77.3K - $94K
|
255K
$27.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.19K+ 0.75% |
$74.9K - $91.1K
|
159K
$17.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.18K+ 6.95% |
$74.2K - $90.2K
|
18.1K
$1.96M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
1.17K+ 1.0% |
$73.5K - $89.5K
|
118K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 13.68% |
$69.2K - $84.2K
|
9.14K
$986K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.09K+ 23.89% |
$68.8K - $83.7K
|
5.67K
$612K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.04K+ 6.62% |
$65.2K - $79.3K
|
16.7K
$1.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
983+ 3.67% |
$61.8K - $75.2K
|
27.8K
$3M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
941New |
$59.2K - $72K
|
941
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
941+ 7.49% |
$59.2K - $72K
|
13.5K
$1.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
924+ 1.16% |
$58.1K - $70.7K
|
80.8K
$8.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
840+ 23.39% |
$52.8K - $64.3K
|
4.43K
$478K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
838+ 0.55% |
$52.7K - $64.1K
|
154K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
769+ 5.53% |
$48.4K - $58.9K
|
14.7K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
769+ 17.41% |
$48.4K - $58.9K
|
5.19K
$559K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
746+ 5.91% |
$46.9K - $57.1K
|
13.4K
$1.44M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
717+ 4.99% |
$45.1K - $54.9K
|
15.1K
$1.63M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
717+ 4.99% |
$45.1K - $54.9K
|
15.1K
$1.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
660+ 21.7% |
$41.5K - $50.5K
|
3.7K
$399K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
645+ 6.23% |
$40.6K - $49.4K
|
11K
$1.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
615+ 17.7% |
$38.7K - $47.1K
|
4.09K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
589+ 5.76% |
$37.1K - $45.1K
|
10.8K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
588+ 4.42% |
$37K - $45K
|
13.9K
$1.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
550+ 16.42% |
$34.6K - $42.1K
|
3.9K
$421K
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
527+ 2.56% |
$33.2K - $40.3K
|
21.1K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
518New |
$32.6K - $39.6K
|
518
$55.9K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
512+ 129.29% |
$32.2K - $39.2K
|
908
$97.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
505+ 10.88% |
$31.8K - $38.7K
|
5.15K
$555K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
446+ 4.74% |
$28.1K - $34.1K
|
9.86K
$1.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
444+ 1.76% |
$27.9K - $34K
|
25.7K
$2.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
BUY
|
- |
431+ 11.86% |
$27.1K - $33K
|
4.06K
$438K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
413+ 5.72% |
$26K - $31.6K
|
7.63K
$823K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$25.2K - $30.6K
|
400
$43.1K
|
|
|
Apr 14, 2023
Q3 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
400+ 4.54% |
$25.2K - $30.6K
|
9.22K
$994K
|
|
|
Nov 08, 2022
Q3 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
400+ 4.54% |
$25.2K - $30.6K
|
9.22K
$994K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
398New |
$25K - $30.5K
|
398
$42.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
386+ 7.74% |
$24.3K - $29.5K
|
5.38K
$580K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
382+ 3.38% |
$24K - $29.2K
|
11.7K
$1.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
354+ 3.78% |
$22.3K - $27.1K
|
9.71K
$1.05M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
344+ 0.89% |
$21.6K - $26.3K
|
39.2K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
302+ 4.11% |
$19K - $23.1K
|
7.65K
$825K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
284+ 9.39% |
$17.9K - $21.7K
|
3.31K
$357K
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
281+ 25.83% |
$17.7K - $21.5K
|
1.37K
$148K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
252+ 8.93% |
$15.9K - $19.3K
|
3.07K
$331K
|