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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.3KNew |
$343K - $380K
|
4.3K
$459K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.21KNew |
$335K - $372K
|
4.21K
$449K
|
|
|
Feb 02, 2022
Q4 2021
|
Refined Wealth Management
|
BUY
|
- |
4.19K+ 1.59% |
$334K - $371K
|
268K
$28.6M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
4.03KNew |
$321K - $356K
|
4.03K
$430K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.02K+ 29.04% |
$320K - $355K
|
17.8K
$1.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
3.97K+ 22.15% |
$316K - $351K
|
21.9K
$2.34M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.8K+ 86.16% |
$303K - $336K
|
8.22K
$877K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
3.8KNew |
$303K - $336K
|
3.8K
$405K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.77KNew |
$300K - $333K
|
3.77K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.73K+ 473.32% |
$297K - $329K
|
4.51K
$481K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.65K+ 45.01% |
$291K - $323K
|
11.8K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
3.65K+ 2.13% |
$291K - $323K
|
175K
$18.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.63K+ 3.19% |
$289K - $321K
|
117K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.61K+ 59.14% |
$287K - $319K
|
9.7K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.6KNew |
$287K - $319K
|
3.6K
$384K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.39KNew |
$270K - $300K
|
3.39K
$362K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.08KNew |
$245K - $272K
|
3.08K
$328K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.05KNew |
$243K - $270K
|
3.05K
$325K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.03K+ 1.98% |
$241K - $268K
|
156K
$16.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3K+ 32.49% |
$239K - $265K
|
12.2K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
2.91K+ 6.92% |
$232K - $257K
|
44.9K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.82K+ 22.81% |
$225K - $249K
|
15.2K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.77KNew |
$220K - $245K
|
2.77K
$295K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.74KNew |
$219K - $243K
|
2.74K
$293K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.73KNew |
$217K - $241K
|
2.73K
$291K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.68KNew |
$213K - $237K
|
2.68K
$286K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.67K+ 8.42% |
$213K - $236K
|
34.4K
$3.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.66KNew |
$212K - $235K
|
2.66K
$284K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
2.65KNew |
$211K - $234K
|
2.65K
$283K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.61KNew |
$208K - $231K
|
2.61K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.58KNew |
$205K - $228K
|
2.58K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.56K+ 2.72% |
$204K - $227K
|
96.6K
$10.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.54KNew |
$202K - $224K
|
2.54K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.52K+ 206.22% |
$201K - $223K
|
3.74K
$399K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.49KNew |
$198K - $220K
|
2.49K
$266K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.48KNew |
$198K - $220K
|
2.48K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
2.43KNew |
$193K - $214K
|
2.43K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.4K+ 3.18% |
$191K - $212K
|
77.7K
$8.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.38KNew |
$190K - $210K
|
2.38K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.37KNew |
$188K - $209K
|
2.37K
$252K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.36KNew |
$188K - $209K
|
2.36K
$252K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.34K+ 39.86% |
$186K - $207K
|
8.21K
$876K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.3KNew |
$183K - $203K
|
2.3K
$245K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.3KNew |
$183K - $203K
|
2.3K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$183K - $203K
|
2.3K
$245K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$181K - $201K
|
2.28K
$243K
|
|
|
Jan 13, 2022
Q4 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
2.2K+ 0.96% |
$175K - $195K
|
232K
$24.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
2.2K+ 17.84% |
$175K - $195K
|
14.5K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.01K+ 17.36% |
$160K - $177K
|
13.6K
$1.45M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.89K+ 14.9% |
$150K - $167K
|
14.6K
$1.55M
|