Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.2K+ 37.01% |
$313K - $340K
|
15.5K
$1.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.09KNew |
$305K - $332K
|
4.09K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.61K+ 8.4% |
$269K - $293K
|
46.5K
$5.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.54KNew |
$264K - $287K
|
3.54K
$387K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.44K+ 52.39% |
$256K - $279K
|
9.99K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.28K+ 19.32% |
$245K - $266K
|
20.2K
$2.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.24K+ 0.84% |
$242K - $262K
|
388K
$42.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.14K+ 4.5% |
$235K - $255K
|
73K
$8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.12K+ 20.72% |
$233K - $253K
|
18.2K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.05KNew |
$228K - $247K
|
3.05K
$334K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.05K+ 7.49% |
$227K - $247K
|
43.7K
$4.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.04KNew |
$227K - $246K
|
3.04K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.03KNew |
$226K - $246K
|
3.03K
$332K
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
3.03KNew |
$226K - $245K
|
3.03K
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.89K+ 1.52% |
$216K - $234K
|
193K
$21.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.88K+ 33.49% |
$215K - $233K
|
11.5K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.82KNew |
$210K - $228K
|
2.82K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.71KNew |
$202K - $220K
|
2.71K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35K+ 1.07% |
$176K - $191K
|
222K
$24.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.32K+ 17.57% |
$173K - $188K
|
15.5K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.29K+ 17.22% |
$171K - $186K
|
15.6K
$1.71M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.91K+ 10.19% |
$143K - $155K
|
20.7K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.82K+ 30.9% |
$136K - $148K
|
7.71K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 5.67% |
$130K - $141K
|
32.3K
$3.54M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.53K+ 0.66% |
$114K - $124K
|
233K
$25.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.5K+ 7.25% |
$112K - $122K
|
22.2K
$2.43M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.3KNew |
$97K - $105K
|
1.3K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.3K+ 20.12% |
$96.7K - $105K
|
7.73K
$847K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.27K+ 35.3% |
$94.4K - $103K
|
4.85K
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.21K+ 3.35% |
$90.2K - $98K
|
37.3K
$4.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 2.88% |
$89.2K - $96.9K
|
42.8K
$4.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.17K+ 10.67% |
$87.3K - $94.8K
|
12.1K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.16K+ 8.04% |
$86.6K - $94.1K
|
15.6K
$1.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.1K+ 4.31% |
$81.9K - $89K
|
26.5K
$2.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.06K+ 4.88% |
$79.2K - $86K
|
22.8K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.04K+ 8.2% |
$77.5K - $84.2K
|
13.7K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
980+ 6.83% |
$73.2K - $79.5K
|
15.3K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
877+ 6.12% |
$65.5K - $71.1K
|
15.2K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
816New |
$60.9K - $66.2K
|
816
$89.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
810+ 62.55% |
$60.5K - $65.7K
|
2.11K
$231K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
808+ 17.27% |
$60.3K - $65.5K
|
5.49K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
801+ 87.07% |
$59.8K - $65K
|
1.72K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
793+ 6.05% |
$59.2K - $64.3K
|
13.9K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
780+ 4.87% |
$58.2K - $63.3K
|
16.8K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
732+ 0.6% |
$54.6K - $59.4K
|
122K
$13.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
732+ 5.89% |
$54.6K - $59.4K
|
13.2K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
689+ 6.42% |
$51.4K - $55.9K
|
11.4K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
669+ 8.58% |
$49.9K - $54.3K
|
8.47K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
657+ 912.5% |
$49K - $53.3K
|
729
$79.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
629+ 17.94% |
$47K - $51K
|
4.14K
$453K
|