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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
578+ 2.77% |
$43.1K - $46.9K
|
21.4K
$2.33M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
558+ 1.14% |
$41.7K - $45.3K
|
49.7K
$5.41M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
496+ 14.51% |
$37K - $40.2K
|
3.91K
$426K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
481+ 0.41% |
$35.9K - $39K
|
118K
$12.9M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
473+ 29.8% |
$35.3K - $38.4K
|
2.06K
$224K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
462New |
$34.5K - $37.5K
|
462
$50.3K
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
450+ 2.75% |
$33.6K - $36.5K
|
16.8K
$1.83M
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
445+ 1.4% |
$33.2K - $36.1K
|
32.2K
$3.51M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
440+ 10.01% |
$32.8K - $35.7K
|
4.84K
$527K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
440+ 3.17% |
$32.8K - $35.7K
|
14.3K
$1.56M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
423+ 1.14% |
$31.6K - $34.3K
|
37.6K
$4.09M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
417+ 1.69% |
$31.1K - $33.8K
|
25.1K
$2.73M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
410+ 5.01% |
$30.6K - $33.3K
|
8.59K
$936K
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
400+ 11.53% |
$29.9K - $32.4K
|
3.87K
$421K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
369+ 38.64% |
$27.5K - $29.9K
|
1.32K
$144K
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
357+ 0.59% |
$26.7K - $29K
|
61.3K
$6.68M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
346+ 3.56% |
$25.8K - $28.1K
|
10.1K
$1.1M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
333+ 7.94% |
$24.9K - $27K
|
4.53K
$493K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
331New |
$24.7K - $26.8K
|
331
$36.1K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
324+ 1.68% |
$24.2K - $26.3K
|
19.6K
$2.13M
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
320+ 9.18% |
$23.9K - $26K
|
3.8K
$414K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
310+ 10.44% |
$23.1K - $25.1K
|
3.28K
$357K
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
301+ 0.61% |
$22.5K - $24.4K
|
49.7K
$5.42M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
299+ 0.81% |
$22.3K - $24.2K
|
37.1K
$4.04M
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
278+ 16.25% |
$20.8K - $22.5K
|
1.99K
$217K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
274+ 46.6% |
$20.5K - $22.2K
|
862
$93.9K
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
254+ 1.99% |
$19K - $20.6K
|
13K
$1.42M
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
253+ 5.77% |
$18.9K - $20.5K
|
4.64K
$505K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
235+ 3.33% |
$17.5K - $19.1K
|
7.3K
$795K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
231+ 6.19% |
$17.2K - $18.7K
|
3.96K
$432K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
229+ 4.79% |
$17.1K - $18.6K
|
5.01K
$546K
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
197+ 2.67% |
$14.7K - $16K
|
7.59K
$826K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
176+ 3.05% |
$13.1K - $14.3K
|
5.94K
$647K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175+ 3.82% |
$13.1K - $14.2K
|
4.76K
$519K
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
169+ 1.52% |
$12.6K - $13.7K
|
11.3K
$1.23M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
167+ 4.92% |
$12.5K - $13.5K
|
3.56K
$388K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
125+ 2.57% |
$9.33K - $10.1K
|
5K
$544K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
120+ 2.75% |
$8.96K - $9.73K
|
4.49K
$489K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
112+ 0.17% |
$8.36K - $9.08K
|
65.1K
$7.09M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$7.47K - $8.11K
|
100
$10.9K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
89+ 0.17% |
$6.64K - $7.22K
|
51.5K
$5.61M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 0.68% |
$6.35K - $6.89K
|
12.6K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 3.65% |
$6.35K - $6.89K
|
2.42K
$263K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 2.76% |
$6.2K - $6.73K
|
3.09K
$337K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
81+ 10.2% |
$6.05K - $6.57K
|
875
$95.3K
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
77+ 1.59% |
$5.75K - $6.24K
|
4.93K
$537K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
74+ 1.31% |
$5.52K - $6K
|
5.71K
$622K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
72+ 2.39% |
$5.37K - $5.84K
|
3.09K
$336K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
67+ 1.34% |
$5K - $5.43K
|
5.07K
$552K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 65.0% |
$4.85K - $5.27K
|
165
$18K
|