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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.24K- 11.45% |
$77.4K - $87.7K
|
9.59K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.26K- 7.11% |
$78.6K - $89.1K
|
16.5K
$1.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.3K- 15.05% |
$80.8K - $91.6K
|
7.31K
$788K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.7K- 45.72% |
$106K - $121K
|
2.02K
$218K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.79K- 3.04% |
$112K - $127K
|
57.2K
$6.17M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 27.89% |
$113K - $128K
|
4.68K
$505K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.97K- 7.19% |
$123K - $139K
|
25.4K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.98K- 13.25% |
$124K - $140K
|
13K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.18K- 15.32% |
$136K - $154K
|
12.1K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.2K- 11.35% |
$137K - $155K
|
17.2K
$1.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 46.57% |
$150K - $170K
|
2.75K
$297K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.45K- 17.61% |
$153K - $173K
|
11.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.76K- 18.31% |
$172K - $195K
|
12.3K
$1.33M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.76K- 18.31% |
$172K - $195K
|
12.3K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.87K- 14.71% |
$179K - $203K
|
16.6K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.88K- 21.32% |
$180K - $204K
|
10.6K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.04K- 1.19% |
$189K - $215K
|
252K
$27.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.28K- 39.55% |
$205K - $232K
|
5.01K
$540K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.31K- 14.67% |
$207K - $234K
|
19.3K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.7K- 15.28% |
$231K - $262K
|
20.5K
$2.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-4.17K- 33.92% |
$260K - $295K
|
8.12K
$875K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.3K- 5.16% |
$268K - $304K
|
79K
$8.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.47K- 17.09% |
$279K - $316K
|
21.7K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.62K- 20.25% |
$288K - $327K
|
18.2K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 27.91% |
$303K - $343K
|
12.5K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.91K- 5.34% |
$306K - $347K
|
87K
$9.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.93K- 12.73% |
$308K - $349K
|
33.8K
$3.64M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.01K- 7.23% |
$375K - $425K
|
77.2K
$8.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-6.05K- 1.64% |
$378K - $428K
|
362K
$39M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.47K- 53.8% |
$404K - $458K
|
5.56K
$599K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.72K- 64.57% |
$419K - $475K
|
3.69K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.77K- 8.84% |
$422K - $479K
|
69.8K
$7.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-7.11K- 20.07% |
$444K - $503K
|
28.3K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-8.96K- 70.65% |
$559K - $634K
|
3.72K
$401K
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-11.2K- 29.46% |
$697K - $790K
|
26.7K
$2.88M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-12.7K- 76.96% |
$791K - $896K
|
3.79K
$409K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 6.87% |
$808K - $916K
|
176K
$18.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-13.4K- 32.81% |
$837K - $948K
|
27.4K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-14.9K- 32.83% |
$929K - $1.05M
|
30.5K
$3.28M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 6.72% |
$930K - $1.05M
|
207K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.8K- 20.03% |
$1.05M - $1.19M
|
67.2K
$7.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16.9K- 90.66% |
$1.06M - $1.2M
|
1.74K
$188K
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-18.4K- 40.71% |
$1.15M - $1.3M
|
26.7K
$2.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-18.4K- 6.54% |
$1.15M - $1.31M
|
264K
$28.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-19.2K- 19.61% |
$1.2M - $1.36M
|
78.7K
$8.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.9K- 23.25% |
$1.37M - $1.55M
|
72.4K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.1K- 45.96% |
$1.38M - $1.57M
|
26K
$2.81M
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-22.6K- 11.15% |
$1.41M - $1.6M
|
180K
$19.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-24.2K- 81.64% |
$1.51M - $1.72M
|
5.45K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-25.7K- 92.18% |
$1.61M - $1.82M
|
2.18K
$235K
|