Purchases and Sales Made in Q4 2022 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 2022. 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 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.54KNew |
$221K - $250K
|
3.54K
$382K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.51KNew |
$219K - $248K
|
3.51K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.25KNew |
$203K - $230K
|
3.25K
$350K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.25KNew |
$203K - $230K
|
3.25K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.18KNew |
$198K - $225K
|
3.18K
$342K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
3.11KNew |
$194K - $220K
|
3.11K
$336K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.08KNew |
$192K - $218K
|
3.08K
$332K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.02K+ 7.1% |
$188K - $213K
|
45.5K
$4.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$183K - $207K
|
2.93K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 2.2% |
$179K - $203K
|
133K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.85K+ 22.49% |
$178K - $202K
|
15.5K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 5.07% |
$177K - $201K
|
58.9K
$6.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.73K+ 27.28% |
$170K - $193K
|
12.7K
$1.37M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68KNew |
$167K - $189K
|
2.68K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.51K+ 35.93% |
$157K - $178K
|
9.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.45KNew |
$153K - $173K
|
2.45K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$142K - $161K
|
2.28K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.27K+ 45.87% |
$142K - $161K
|
7.23K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 14.26% |
$141K - $160K
|
18.2K
$1.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
2.11K+ 4.69% |
$132K - $150K
|
47.2K
$5.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.11KNew |
$131K - $149K
|
2.11K
$227K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.92K+ 12.63% |
$120K - $136K
|
17.2K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.86K+ 9.87% |
$116K - $132K
|
20.7K
$2.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.74K+ 32.41% |
$109K - $123K
|
7.12K
$767K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.73K+ 39.13% |
$108K - $123K
|
6.17K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.7KNew |
$106K - $120K
|
1.7K
$183K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.64K+ 13.49% |
$102K - $116K
|
13.8K
$1.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.62K+ 56.83% |
$101K - $115K
|
4.48K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
1.61K+ 29.32% |
$100K - $114K
|
7.08K
$763K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.56K+ 2.68% |
$97.5K - $110K
|
59.9K
$6.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.52K+ 8.33% |
$94.7K - $107K
|
19.7K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.47K+ 6.58% |
$91.6K - $104K
|
23.8K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.45K+ 1.71% |
$90.2K - $102K
|
85.8K
$9.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 469.49% |
$86.4K - $98K
|
1.68K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.38K+ 6.62% |
$86.4K - $97.9K
|
22.3K
$2.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.33K+ 9.92% |
$82.8K - $93.9K
|
14.7K
$1.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 12.53% |
$82.6K - $93.6K
|
11.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.3K+ 11.53% |
$81.1K - $92K
|
12.6K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.25K+ 158.83% |
$78K - $88.4K
|
2.04K
$220K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.2K+ 3.25% |
$75K - $85K
|
38.2K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.19K+ 8.76% |
$74.3K - $84.2K
|
14.8K
$1.59M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$73.8K - $83.7K
|
1.18K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.15K+ 2.61% |
$71.5K - $81K
|
45K
$4.85M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 7.28% |
$70.1K - $79.4K
|
16.6K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 82.26% |
$66.3K - $75.1K
|
2.35K
$254K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.06K+ 19.53% |
$66.2K - $75K
|
6.49K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04K+ 0.14% |
$65K - $73.7K
|
754K
$81.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.27% |
$64.2K - $72.7K
|
81.9K
$8.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
1K+ 9.96% |
$62.4K - $70.7K
|
11K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
999+ 4.17% |
$62.3K - $70.7K
|
25K
$2.69M
|