Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.08% |
$224 - $243
|
3.79K
$413K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.01% |
$224 - $243
|
27.7K
$3.02M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.33% |
$224 - $243
|
919
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.11% |
$149 - $162
|
1.74K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.04% |
$149 - $162
|
4.53K
$493K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$74.7 - $81.1
|
431
$46.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$74.7 - $81.1
|
221
$24.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.29% |
$74.7 - $81.1
|
351
$38.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$74.7 - $81.1
|
52.6K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$74.7 - $81.1
|
242
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.66% |
$74.7 - $81.1
|
153
$16.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3- 0.04% |
$224 - $243
|
7.29K
$794K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5- 0.06% |
$373 - $406
|
8.55K
$931K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-6- 0.2% |
$448 - $487
|
3.01K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-21- 0.58% |
$1.57K - $1.7K
|
3.61K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-23- 0.7% |
$1.72K - $1.87K
|
3.27K
$356K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-26- 0.93% |
$1.94K - $2.11K
|
2.78K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-31- 0.65% |
$2.31K - $2.51K
|
4.73K
$515K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37- 0.27% |
$2.76K - $3K
|
13.8K
$1.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-40- 4.41% |
$2.99K - $3.24K
|
868
$94.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 10.68% |
$3.06K - $3.33K
|
343
$37.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-41- 0.32% |
$3.06K - $3.33K
|
12.9K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43- 1.25% |
$3.21K - $3.49K
|
3.39K
$369K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-44- 0.83% |
$3.28K - $3.57K
|
5.24K
$571K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-56- 1.08% |
$4.18K - $4.54K
|
5.14K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-59- 1.43% |
$4.4K - $4.78K
|
4.06K
$442K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 1.52% |
$5.23K - $5.68K
|
4.53K
$493K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-77- 2.6% |
$5.75K - $6.24K
|
2.89K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-85- 2.21% |
$6.35K - $6.89K
|
3.77K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-91- 4.46% |
$6.79K - $7.38K
|
1.95K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 0.25% |
$7.47K - $8.11K
|
39.4K
$4.3M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 0.25% |
$7.47K - $8.11K
|
39.4K
$4.3M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-109- 1.36% |
$8.14K - $8.84K
|
7.91K
$861K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-110- 1.79% |
$8.21K - $8.92K
|
6.03K
$657K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-117- 98.32% |
$8.73K - $9.49K
|
2
$218
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-122- 2.12% |
$9.11K - $9.89K
|
5.63K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-126- 2.57% |
$9.41K - $10.2K
|
4.77K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-128- 1.0% |
$9.56K - $10.4K
|
12.7K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-181- 3.86% |
$13.5K - $14.7K
|
4.51K
$491K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-191- 6.35% |
$14.3K - $15.5K
|
2.82K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-195- 1.4% |
$14.6K - $15.8K
|
13.7K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-199- 0.69% |
$14.9K - $16.1K
|
28.5K
$3.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-214- 8.48% |
$16K - $17.4K
|
2.31K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-233- 1.94% |
$17.4K - $18.9K
|
11.8K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-234- 1.69% |
$17.5K - $19K
|
13.6K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-237- 0.61% |
$17.7K - $19.2K
|
38.8K
$4.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-248- 3.2% |
$18.5K - $20.1K
|
7.5K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-256- 0.42% |
$19.1K - $20.8K
|
60.8K
$6.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-261- 7.43% |
$19.5K - $21.2K
|
3.25K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-277- 4.93% |
$20.7K - $22.5K
|
5.34K
$582K
|