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 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
64+ 0.36% |
$4.78K - $5.19K
|
17.6K
$1.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
60+ 0.53% |
$4.48K - $4.87K
|
11.3K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
60New |
$4.48K - $4.87K
|
60
$6.57K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
57+ 0.02% |
$4.26K - $4.62K
|
242K
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
56+ 1.06% |
$4.18K - $4.54K
|
5.34K
$584K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
52+ 0.43% |
$3.88K - $4.22K
|
12.2K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
51+ 0.35% |
$3.81K - $4.14K
|
14.7K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 1.29% |
$3.81K - $4.14K
|
4K
$438K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.77% |
$3.73K - $4.05K
|
6.51K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46+ 0.96% |
$3.43K - $3.73K
|
4.84K
$530K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 0.12% |
$3.43K - $3.73K
|
37.6K
$4.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 0.35% |
$3.06K - $3.33K
|
11.9K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
41+ 0.91% |
$3.06K - $3.33K
|
4.56K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41+ 1.16% |
$3.06K - $3.33K
|
3.56K
$390K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
40+ 1.38% |
$2.99K - $3.24K
|
2.95K
$323K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
39+ 1.09% |
$2.91K - $3.16K
|
3.62K
$397K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
37+ 0.31% |
$2.76K - $3K
|
11.8K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31+ 0.32% |
$2.31K - $2.51K
|
9.59K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
30+ 1.09% |
$2.24K - $2.43K
|
2.78K
$304K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.43K
|
30
$3.29K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
25+ 0.35% |
$1.87K - $2.03K
|
7.08K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
25+ 0.34% |
$1.87K - $2.03K
|
7.32K
$802K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
25+ 0.09% |
$1.87K - $2.03K
|
29.4K
$3.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
23+ 0.45% |
$1.72K - $1.87K
|
5.16K
$565K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
20+ 0.11% |
$1.49K - $1.62K
|
18.1K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
20+ 0.17% |
$1.49K - $1.62K
|
11.8K
$1.29M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 6.77% |
$1.27K - $1.38K
|
268
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.27K - $1.38K
|
17
$1.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
16+ 0.35% |
$1.19K - $1.3K
|
4.64K
$508K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.19K - $1.3K
|
5.4K
$591K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.09% |
$1.12K - $1.22K
|
17.5K
$1.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.34% |
$1.05K - $1.14K
|
4.14K
$453K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12+ 9.16% |
$896 - $973
|
143
$15.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 0.27% |
$896 - $973
|
4.44K
$486K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.34% |
$896 - $973
|
3.57K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.26% |
$821 - $892
|
4.18K
$457K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.34% |
$747 - $811
|
2.92K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.33% |
$747 - $811
|
3.04K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.3% |
$672 - $730
|
3.04K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.33% |
$672 - $730
|
2.73K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9+ 0.32% |
$672 - $730
|
2.78K
$304K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9+ 0.31% |
$672 - $730
|
2.93K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 0.32% |
$597 - $649
|
2.47K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.28% |
$597 - $649
|
2.87K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.13% |
$597 - $649
|
6.28K
$687K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.2% |
$597 - $649
|
4.05K
$443K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.29% |
$448 - $487
|
2.07K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
6+ 0.06% |
$448 - $487
|
10.2K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4New |
$299 - $324
|
4
$438
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.4% |
$224 - $243
|
744
$81.5K
|