Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q4 2021
|
Visa Foundation
|
BUY
|
- |
3.06MNew |
$244M - $270M
|
3.06M
$326M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
387K+ 10.94% |
$30.8M - $34.2M
|
3.92M
$418M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
286K+ 233.36% |
$22.8M - $25.3M
|
408K
$43.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
147KNew |
$11.7M - $13M
|
147K
$15.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
147KNew |
$11.7M - $13M
|
147K
$15.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
146K+ 266.86% |
$11.6M - $12.9M
|
201K
$21.4M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
146K+ 266.86% |
$11.6M - $12.9M
|
201K
$21.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
93.9K+ 24.73% |
$7.48M - $8.3M
|
473K
$50.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.1K+ 14.6% |
$6.54M - $7.26M
|
645K
$68.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
80.5KNew |
$6.42M - $7.12M
|
80.5K
$8.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.7KNew |
$6.35M - $7.05M
|
79.7K
$8.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.6K+ 10.5% |
$6.18M - $6.86M
|
817K
$87.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.1KNew |
$5.9M - $6.55M
|
74.1K
$7.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.3K+ 19.72% |
$5.6M - $6.22M
|
427K
$45.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.7KNew |
$5.07M - $5.63M
|
63.7K
$6.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.1K+ 93.84% |
$5.03M - $5.58M
|
130K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57.6KNew |
$4.59M - $5.1M
|
57.6K
$6.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.6K+ 597.05% |
$4.51M - $5.01M
|
66.1K
$7.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
47.7KNew |
$3.8M - $4.22M
|
47.7K
$5.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
42.3KNew |
$3.37M - $3.74M
|
42.3K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
41.5K+ 10.1% |
$3.31M - $3.67M
|
453K
$48.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
41.3K+ 266.98% |
$3.29M - $3.65M
|
56.8K
$6.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
40.3K+ 48.0% |
$3.21M - $3.56M
|
124K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
39.4K+ 102.22% |
$3.14M - $3.48M
|
77.9K
$8.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.1K+ 36.79% |
$2.88M - $3.2M
|
134K
$14.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
34.2KNew |
$2.72M - $3.02M
|
34.2K
$3.65M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
33.7KNew |
$2.69M - $2.98M
|
33.7K
$3.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
33.3KNew |
$2.65M - $2.95M
|
33.3K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
32.8KNew |
$2.61M - $2.9M
|
32.8K
$3.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
27.7KNew |
$2.21M - $2.45M
|
27.7K
$2.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.6K+ 20.0% |
$2.12M - $2.35M
|
159K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.6K+ 9.24% |
$1.96M - $2.18M
|
291K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
23K+ 13.3% |
$1.83M - $2.03M
|
196K
$20.9M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
20.5KNew |
$1.63M - $1.81M
|
20.5K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.5KNew |
$1.63M - $1.81M
|
20.5K
$2.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.1K+ 6.42% |
$1.6M - $1.78M
|
333K
$35.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
19.8KNew |
$1.58M - $1.75M
|
19.8K
$2.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
19.1KNew |
$1.52M - $1.69M
|
19.1K
$2.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.1KNew |
$1.52M - $1.69M
|
19.1K
$2.03M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
18.3KNew |
$1.46M - $1.62M
|
18.3K
$1.95M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18KNew |
$1.43M - $1.59M
|
18K
$1.92M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
16.8KNew |
$1.34M - $1.48M
|
16.8K
$1.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
16.5K+ 19.46% |
$1.32M - $1.46M
|
101K
$10.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
16.3K+ 8.08% |
$1.3M - $1.45M
|
219K
$23.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.2K+ 24.19% |
$1.21M - $1.35M
|
78.2K
$8.34M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14.7KNew |
$1.18M - $1.3M
|
14.7K
$1.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$1.14M - $1.26M
|
14.3K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3KNew |
$1.06M - $1.18M
|
13.3K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 11.82% |
$979K - $1.09M
|
116K
$12.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 6.93% |
$967K - $1.07M
|
187K
$20M
|