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 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5New |
$399 - $442
|
5
$543
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$319 - $354
|
3.42K
$372K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.06% |
$159 - $177
|
3.47K
$376K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$159 - $177
|
3.21K
$349K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$159 - $177
|
776
$84.2K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2New |
$159 - $177
|
2
$217
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.33% |
$79.7 - $88.5
|
307
$33.3K
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.63% |
$79.7 - $88.5
|
161
$17.5K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.67% |
$79.7 - $88.5
|
150
$16.3K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.44% |
$79.7 - $88.5
|
227
$24.6K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 6.67% |
$159 - $177
|
28
$3.04K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3- 0.08% |
$239 - $265
|
3.75K
$407K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5Closed |
$399 - $442
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.24% |
$478 - $531
|
2.52K
$273K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 0.67% |
$956 - $1.06K
|
1.78K
$193K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-15- 0.58% |
$1.2K - $1.33K
|
2.55K
$277K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.22% |
$1.51K - $1.68K
|
8.63K
$936K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-27- 1.06% |
$2.15K - $2.39K
|
2.52K
$274K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 0.74% |
$3.19K - $3.54K
|
5.37K
$582K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-55- 1.9% |
$4.38K - $4.86K
|
2.84K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-56- 0.51% |
$4.46K - $4.95K
|
11K
$1.19M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-71- 1.1% |
$5.66K - $6.28K
|
6.38K
$693K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-71Closed |
$5.66K - $6.28K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-72Closed |
$5.74K - $6.37K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-74- 0.63% |
$5.9K - $6.55K
|
11.7K
$1.27M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-83- 0.71% |
$6.62K - $7.34K
|
11.6K
$1.26M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-99Closed |
$7.89K - $8.76K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-103- 3.95% |
$8.21K - $9.11K
|
2.5K
$272K
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-115- 0.56% |
$9.17K - $10.2K
|
20.4K
$2.21M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-119- 3.3% |
$9.48K - $10.5K
|
3.49K
$379K
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-125- 3.55% |
$9.96K - $11.1K
|
3.4K
$369K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-136Closed |
$10.8K - $12K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-150- 0.59% |
$12K - $13.3K
|
25.4K
$2.75M
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-150- 1.79% |
$12K - $13.3K
|
8.24K
$894K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-155Closed |
$12.4K - $13.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-157- 27.64% |
$12.5K - $13.9K
|
411
$44.6K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-170- 1.74% |
$13.5K - $15K
|
9.58K
$1.04M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-175- 0.35% |
$13.9K - $15.5K
|
50.1K
$5.44M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-203Closed |
$16.2K - $18K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-224- 2.9% |
$17.9K - $19.8K
|
7.5K
$814K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-227Closed |
$18.1K - $20.1K
|
0
$0
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-240- 23.51% |
$19.1K - $21.2K
|
781
$84.7K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-247- 0.7% |
$19.7K - $21.8K
|
34.8K
$3.78M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-261- 3.32% |
$20.8K - $23.1K
|
7.59K
$824K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-306- 11.36% |
$24.4K - $27.1K
|
2.39K
$259K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-316- 1.1% |
$25.2K - $28K
|
28.4K
$3.08M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-368- 12.23% |
$29.3K - $32.5K
|
2.64K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-386- 2.75% |
$30.8K - $34.1K
|
13.6K
$1.48M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-398Closed |
$31.7K - $35.2K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-430- 2.88% |
$34.3K - $38K
|
14.5K
$1.58M
|