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 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.82K+ 59.02% |
$145K - $161K
|
4.91K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.71K+ 18.61% |
$136K - $151K
|
10.9K
$1.16M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.65KNew |
$131K - $146K
|
1.65K
$176K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
1.64K+ 56.06% |
$131K - $145K
|
4.57K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.63K+ 0.44% |
$130K - $144K
|
374K
$40M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 16.6% |
$130K - $144K
|
11.4K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.55K+ 5.41% |
$123K - $137K
|
30.2K
$3.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.52K+ 17.36% |
$121K - $135K
|
10.3K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.51K+ 28.45% |
$120K - $134K
|
6.82K
$727K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.51KNew |
$120K - $133K
|
1.51K
$161K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.48K+ 19.61% |
$118K - $131K
|
9.04K
$964K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.44KNew |
$114K - $127K
|
1.44K
$153K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.42K+ 14.95% |
$113K - $126K
|
10.9K
$1.16M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.38K+ 21.43% |
$110K - $122K
|
7.79K
$831K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 21.43% |
$110K - $122K
|
7.79K
$831K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.35K+ 40.06% |
$108K - $119K
|
4.72K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 4.44% |
$106K - $118K
|
31.3K
$3.34M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.31K+ 8.37% |
$105K - $116K
|
17K
$1.81M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.31K+ 1.46% |
$104K - $116K
|
90.8K
$9.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.26K+ 38.61% |
$100K - $111K
|
4.52K
$482K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.23KNew |
$97.6K - $108K
|
1.23K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.17K+ 5.0% |
$93.1K - $103K
|
24.5K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.14K+ 19.16% |
$90.6K - $101K
|
7.07K
$755K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.08K+ 3.17% |
$85.7K - $95.1K
|
35K
$3.73M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.07KNew |
$84.9K - $94.2K
|
1.07K
$114K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
967+ 18.23% |
$77.1K - $85.5K
|
6.27K
$669K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
874New |
$69.7K - $77.3K
|
874
$93.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
855+ 12.32% |
$68.1K - $75.6K
|
7.8K
$832K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
849+ 6.07% |
$67.7K - $75.1K
|
14.8K
$1.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
824New |
$65.7K - $72.9K
|
824
$87.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
786New |
$62.6K - $69.5K
|
786
$83.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
768New |
$61.2K - $67.9K
|
768
$81.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
744+ 53.56% |
$59.3K - $65.8K
|
2.13K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
729+ 53.17% |
$58.1K - $64.5K
|
2.1K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
705+ 11.58% |
$56.2K - $62.4K
|
6.79K
$725K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
703+ 7.75% |
$56K - $62.2K
|
9.77K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
690+ 23.43% |
$55K - $61K
|
3.64K
$388K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
665+ 7.25% |
$53K - $58.8K
|
9.83K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
651+ 5.43% |
$51.9K - $57.6K
|
12.6K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
639+ 11.12% |
$50.9K - $56.5K
|
6.38K
$681K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
604+ 10.37% |
$48.1K - $53.4K
|
6.43K
$686K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
591+ 3.31% |
$47.1K - $52.3K
|
18.5K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
582+ 7.75% |
$46.4K - $51.5K
|
8.09K
$863K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
552+ 16.61% |
$44K - $48.8K
|
3.88K
$414K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
548New |
$43.7K - $48.5K
|
548
$58.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
548+ 1.54% |
$43.7K - $48.5K
|
36.2K
$3.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
539+ 7.54% |
$43K - $47.7K
|
7.69K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
492+ 6.28% |
$39.2K - $43.5K
|
8.33K
$889K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
458+ 6.46% |
$36.5K - $40.5K
|
7.55K
$806K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
452+ 0.35% |
$36K - $40K
|
128K
$13.7M
|