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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.1K+ 4.62% |
$966K - $1.07M
|
275K
$29.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12K+ 64.77% |
$955K - $1.06M
|
30.5K
$3.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
11.7KNew |
$931K - $1.03M
|
11.7K
$1.27M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
11.6K+ 12.76% |
$928K - $1.03M
|
103K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$909K - $1.01M
|
11.4K
$1.24M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11.1KNew |
$888K - $986K
|
11.1K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7K+ 240.57% |
$856K - $950K
|
15.2K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
10.2KNew |
$811K - $900K
|
10.2K
$1.1M
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
10.1KNew |
$805K - $893K
|
10.1K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
9.67KNew |
$771K - $855K
|
9.67K
$1.05M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.56KNew |
$762K - $845K
|
9.56K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
9.34K+ 17.0% |
$744K - $826K
|
64.2K
$6.97M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.27KNew |
$739K - $820K
|
9.27K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.43KNew |
$672K - $746K
|
8.43K
$915K
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
8.35KNew |
$665K - $738K
|
8.35K
$906K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
8.22K+ 22.77% |
$655K - $727K
|
44.3K
$4.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.86K+ 44.49% |
$626K - $695K
|
25.5K
$2.77M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
7.76K+ 10.65% |
$619K - $687K
|
80.6K
$8.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.57K+ 4.69% |
$604K - $670K
|
169K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
7.54KNew |
$601K - $666K
|
7.54K
$818K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.53K+ 45.48% |
$600K - $666K
|
24.1K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.5K+ 31.76% |
$598K - $663K
|
31.1K
$3.38M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.48KNew |
$596K - $662K
|
7.48K
$812K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
7.47K+ 3.19% |
$596K - $661K
|
242K
$26.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.32KNew |
$583K - $647K
|
7.32K
$794K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7.23K+ 100.56% |
$577K - $640K
|
14.4K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.23K+ 41.75% |
$576K - $639K
|
24.5K
$2.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7.11K+ 29.31% |
$566K - $628K
|
31.3K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.94K+ 5.71% |
$553K - $613K
|
128K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.88K+ 3.79% |
$548K - $608K
|
188K
$20.4M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6.71KNew |
$535K - $594K
|
6.71K
$728K
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.97KNew |
$476K - $528K
|
5.97K
$648K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
5.96KNew |
$475K - $527K
|
5.96K
$647K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.7KNew |
$454K - $504K
|
5.7K
$618K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.64K+ 11.35% |
$449K - $499K
|
55.3K
$6M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.57K+ 2.76% |
$444K - $493K
|
207K
$22.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.47K+ 4.08% |
$436K - $484K
|
140K
$15.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.4KNew |
$430K - $478K
|
5.4K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.32KNew |
$424K - $471K
|
5.32K
$577K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
5.17KNew |
$412K - $457K
|
5.17K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.11KNew |
$407K - $452K
|
5.11K
$555K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
5.09K+ 4.56% |
$406K - $450K
|
117K
$12.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.05K+ 12.44% |
$402K - $446K
|
45.6K
$4.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.01K+ 9.5% |
$399K - $443K
|
57.8K
$6.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
5K+ 20.94% |
$399K - $442K
|
28.9K
$3.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.77KNew |
$380K - $421K
|
4.77K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.74KNew |
$378K - $420K
|
4.74K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.53K+ 87.85% |
$361K - $400K
|
9.68K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
4.49KNew |
$358K - $397K
|
4.49K
$487K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
4.35KNew |
$346K - $384K
|
4.35K
$472K
|