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 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-32- 0.21% |
$2K - $2.26K
|
15K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-60- 1.03% |
$3.74K - $4.24K
|
5.78K
$623K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-72- 1.25% |
$4.49K - $5.09K
|
5.67K
$611K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-76- 0.35% |
$4.74K - $5.38K
|
21.8K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-89- 1.94% |
$5.55K - $6.3K
|
4.49K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-90- 0.98% |
$5.62K - $6.37K
|
9.05K
$976K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-105- 0.07% |
$6.55K - $7.43K
|
159K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-117- 0.95% |
$7.3K - $8.28K
|
12.2K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-118- 2.54% |
$7.36K - $8.35K
|
4.53K
$488K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-125- 3.37% |
$7.8K - $8.84K
|
3.59K
$387K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-145- 3.92% |
$9.05K - $10.3K
|
3.56K
$384K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-147- 4.06% |
$9.17K - $10.4K
|
3.48K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-147- 4.06% |
$9.17K - $10.4K
|
3.48K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-150- 1.23% |
$9.36K - $10.6K
|
12.1K
$1.3M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-157- 15.26% |
$9.8K - $11.1K
|
872
$94K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-169- 3.15% |
$10.5K - $12K
|
5.19K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-171- 8.42% |
$10.7K - $12.1K
|
1.86K
$201K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-176- 4.9% |
$11K - $12.5K
|
3.42K
$368K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-186- 22.01% |
$11.6K - $13.2K
|
659
$71.1K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-189- 0.39% |
$11.8K - $13.4K
|
47.8K
$5.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-220- 33.85% |
$13.7K - $15.6K
|
430
$46.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-233- 2.43% |
$14.5K - $16.5K
|
9.37K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-236- 3.98% |
$14.7K - $16.7K
|
5.69K
$614K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-250- 3.54% |
$15.6K - $17.7K
|
6.82K
$735K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-286- 0.7% |
$17.8K - $20.2K
|
40.5K
$4.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-305- 53.6% |
$19K - $21.6K
|
264
$28.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-309- 2.45% |
$19.3K - $21.9K
|
12.3K
$1.33M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-310- 7.03% |
$19.3K - $21.9K
|
4.1K
$442K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-378- 3.28% |
$23.6K - $26.7K
|
11.2K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-400- 4.47% |
$25K - $28.3K
|
8.55K
$922K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-462- 4.09% |
$28.8K - $32.7K
|
10.8K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-468- 2.81% |
$29.2K - $33.1K
|
16.2K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-497- 24.34% |
$31K - $35.2K
|
1.55K
$167K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-499- 1.19% |
$31.1K - $35.3K
|
41.5K
$4.47M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-499- 2.16% |
$31.1K - $35.3K
|
22.6K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-567- 7.13% |
$35.4K - $40.1K
|
7.38K
$796K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-600- 7.76% |
$37.4K - $42.4K
|
7.13K
$769K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-634- 1.99% |
$39.6K - $44.8K
|
31.2K
$3.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-651- 16.36% |
$40.6K - $46.1K
|
3.33K
$359K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-721- 12.72% |
$45K - $51K
|
4.95K
$534K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-724- 3.35% |
$45.2K - $51.2K
|
20.9K
$2.25M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-873Closed |
$54.5K - $61.8K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-905- 14.09% |
$56.5K - $64K
|
5.52K
$595K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1.03K- 22.61% |
$64.1K - $72.6K
|
3.52K
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.04K- 6.15% |
$65K - $73.7K
|
15.9K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.05K- 7.13% |
$65.3K - $74K
|
13.6K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.11K- 14.49% |
$69.2K - $78.5K
|
6.54K
$705K
|
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
SELL
|
- |
-1.12K- 11.82% |
$70K - $79.3K
|
8.36K
$901K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.19K- 10.21% |
$74.3K - $84.3K
|
10.5K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.21K- 61.3% |
$75.3K - $85.4K
|
762
$82.2K
|