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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 0.81% |
$440 - $536
|
852
$91.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8- 0.02% |
$503 - $612
|
32.8K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10- 0.23% |
$629 - $765
|
4.36K
$470K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.28% |
$944 - $1.15K
|
5.36K
$578K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-16- 0.27% |
$1.01K - $1.22K
|
5.93K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25- 0.35% |
$1.57K - $1.91K
|
7.06K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-38- 0.99% |
$2.39K - $2.91K
|
3.79K
$409K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 9.09% |
$3.15K - $3.83K
|
500
$53.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 0.48% |
$3.46K - $4.21K
|
11.4K
$1.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-56- 14.93% |
$3.52K - $4.29K
|
319
$34.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
SELL
|
- |
-58- 1.69% |
$3.65K - $4.44K
|
3.37K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-83- 61.48% |
$5.22K - $6.35K
|
52
$5.61K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-86- 27.3% |
$5.41K - $6.58K
|
229
$24.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-95- 1.51% |
$5.98K - $7.27K
|
6.19K
$668K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 4.67% |
$6.29K - $7.65K
|
2.04K
$220K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-105- 45.85% |
$6.61K - $8.04K
|
124
$13.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-140- 1.08% |
$8.81K - $10.7K
|
12.8K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-145- 20.31% |
$9.12K - $11.1K
|
569
$61.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-170- 2.26% |
$10.7K - $13K
|
7.36K
$794K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-208- 0.96% |
$13.1K - $15.9K
|
21.5K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-212- 1.65% |
$13.3K - $16.2K
|
12.6K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-224- 1.31% |
$14.1K - $17.1K
|
16.9K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-226- 1.96% |
$14.2K - $17.3K
|
11.3K
$1.22M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-234- 15.93% |
$14.7K - $17.9K
|
1.24K
$133K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-246- 5.1% |
$15.5K - $18.8K
|
4.58K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250- 4.1% |
$15.7K - $19.1K
|
5.84K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300- 27.6% |
$18.9K - $23K
|
787
$84.9K
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-365- 9.98% |
$23K - $27.9K
|
3.29K
$355K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-365- 4.51% |
$23K - $27.9K
|
7.73K
$834K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-450- 6.26% |
$28.3K - $34.4K
|
6.74K
$727K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-451- 4.45% |
$28.4K - $34.5K
|
9.67K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-475- 14.4% |
$29.9K - $36.4K
|
2.82K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-476- 6.9% |
$29.9K - $36.4K
|
6.43K
$693K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-502- 2.27% |
$31.6K - $38.4K
|
21.6K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-549- 13.26% |
$34.5K - $42K
|
3.59K
$387K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-566- 2.56% |
$35.6K - $43.3K
|
21.5K
$2.32M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-566- 2.56% |
$35.6K - $43.3K
|
21.5K
$2.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-765- 9.77% |
$48.1K - $58.6K
|
7.07K
$762K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-891- 85.59% |
$56.1K - $68.2K
|
150
$16.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-897- 20.47% |
$56.4K - $68.7K
|
3.48K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-935- 10.51% |
$58.8K - $71.6K
|
7.96K
$859K
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-940- 1.09% |
$59.1K - $71.9K
|
85.3K
$9.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-993- 17.62% |
$62.5K - $76K
|
4.64K
$501K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 21.23% |
$62.9K - $76.5K
|
3.71K
$400K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.04K- 7.1% |
$65.3K - $79.4K
|
13.6K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.04K- 5.06% |
$65.4K - $79.6K
|
19.5K
$2.1M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.48% |
$66.3K - $80.7K
|
18.2K
$1.96M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.11K- 4.83% |
$69.9K - $85K
|
21.9K
$2.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.22K- 23.64% |
$76.4K - $93K
|
3.92K
$423K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-1.25K- 18.58% |
$78.6K - $95.6K
|
5.47K
$590K
|