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
|
Pds Planning, Inc
|
BUY
|
- |
161+ 4.27% |
$10K - $11.4K
|
3.93K
$424K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
150+ 3.44% |
$9.36K - $10.6K
|
4.51K
$486K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
135+ 0.82% |
$8.43K - $9.55K
|
16.6K
$1.79M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
113+ 3.68% |
$7.05K - $7.99K
|
3.19K
$344K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
106+ 0.48% |
$6.62K - $7.5K
|
22.4K
$2.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
103New |
$6.43K - $7.29K
|
103
$11.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
100+ 0.91% |
$6.24K - $7.07K
|
11.1K
$1.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
95New |
$5.93K - $6.72K
|
95
$10.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
95+ 1.74% |
$5.93K - $6.72K
|
5.55K
$599K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
85New |
$5.3K - $6.01K
|
85
$9.17K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
78+ 5.44% |
$4.87K - $5.52K
|
1.51K
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
77+ 2.4% |
$4.81K - $5.45K
|
3.29K
$354K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
75+ 7.69% |
$4.68K - $5.31K
|
1.05K
$113K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
64+ 1.78% |
$3.99K - $4.53K
|
3.67K
$395K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
62New |
$3.87K - $4.39K
|
62
$6.69K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
60+ 1.63% |
$3.74K - $4.24K
|
3.74K
$404K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
59+ 1.45% |
$3.68K - $4.17K
|
4.12K
$445K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
59+ 1.69% |
$3.68K - $4.17K
|
3.56K
$384K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
52+ 0.25% |
$3.25K - $3.68K
|
21.1K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50+ 0.46% |
$3.12K - $3.54K
|
10.9K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
46+ 1.4% |
$2.87K - $3.25K
|
3.33K
$359K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
46+ 1.4% |
$2.87K - $3.25K
|
3.33K
$359K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 1.52% |
$2.68K - $3.04K
|
2.87K
$309K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
43+ 0.48% |
$2.68K - $3.04K
|
8.97K
$967K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
41+ 21.58% |
$2.56K - $2.9K
|
231
$24.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
41+ 5.29% |
$2.56K - $2.9K
|
816
$88K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
40+ 10.05% |
$2.5K - $2.83K
|
438
$47.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34+ 0.48% |
$2.12K - $2.41K
|
7.08K
$764K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 0.86% |
$1.87K - $2.12K
|
3.53K
$381K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.48% |
$1.25K - $1.41K
|
4.2K
$453K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 0.45% |
$1.06K - $1.2K
|
3.8K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.47% |
$1.06K - $1.2K
|
3.63K
$391K
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
17+ 0.47% |
$1.06K - $1.2K
|
3.61K
$389K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13+ 0.45% |
$811 - $920
|
2.93K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13+ 25.0% |
$811 - $920
|
65
$7.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
13+ 0.37% |
$811 - $920
|
3.5K
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.48% |
$811 - $920
|
2.71K
$292K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.44% |
$562 - $637
|
2.06K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7New |
$437 - $495
|
7
$755
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.48% |
$437 - $495
|
1.46K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
5+ 1.83% |
$312 - $354
|
278
$30K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.14% |
$312 - $354
|
3.47K
$374K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.47% |
$250 - $283
|
856
$92.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.54% |
$187 - $212
|
556
$60K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.58% |
$125 - $141
|
348
$37.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.0% |
$62.4 - $70.7
|
24.6K
$2.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$62.4 - $70.7
|
219
$23.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.05% |
$62.4 - $70.7
|
2.03K
$219K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1- 0.01% |
$62.4 - $70.7
|
7.36K
$793K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-14- 0.01% |
$874 - $990
|
201K
$21.7M
|