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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-283- 0.63% |
$21.1K - $23K
|
44.3K
$4.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-288- 2.02% |
$21.5K - $23.4K
|
13.9K
$1.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-288- 7.53% |
$21.5K - $23.4K
|
3.54K
$385K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-314- 4.0% |
$23.4K - $25.5K
|
7.54K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-326- 0.89% |
$24.3K - $26.4K
|
36.3K
$3.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-329- 2.68% |
$24.6K - $26.7K
|
11.9K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-355- 3.92% |
$26.5K - $28.8K
|
8.71K
$949K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-365- 3.58% |
$27.2K - $29.6K
|
9.83K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-384- 2.56% |
$28.7K - $31.1K
|
14.6K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-387- 3.4% |
$28.9K - $31.4K
|
11K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-400- 3.86% |
$29.9K - $32.4K
|
9.97K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-401- 3.68% |
$29.9K - $32.5K
|
10.5K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-434- 5.03% |
$32.4K - $35.2K
|
8.2K
$893K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-436- 5.37% |
$32.5K - $35.4K
|
7.68K
$837K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-444- 2.8% |
$33.1K - $36K
|
15.4K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-548- 7.88% |
$40.9K - $44.4K
|
6.41K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-563- 2.54% |
$42K - $45.7K
|
21.6K
$2.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-565- 1.96% |
$42.2K - $45.8K
|
28.2K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-572- 9.35% |
$42.7K - $46.4K
|
5.54K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-575- 16.83% |
$42.9K - $46.6K
|
2.84K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-603- 8.54% |
$45K - $48.9K
|
6.46K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-615- 1.02% |
$45.9K - $49.9K
|
59.5K
$6.48M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-615- 1.02% |
$45.9K - $49.9K
|
59.5K
$6.48M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-630- 3.93% |
$47K - $51.1K
|
15.4K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-690- 2.72% |
$51.5K - $56K
|
24.6K
$2.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-759- 4.73% |
$56.7K - $61.6K
|
15.3K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-778- 3.72% |
$58.1K - $63.1K
|
20.1K
$2.19M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-802- 12.46% |
$59.9K - $65K
|
5.64K
$614K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-856- 50.68% |
$63.9K - $69.4K
|
833
$90.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-857- 0.35% |
$64K - $69.5K
|
247K
$26.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-878- 22.01% |
$65.5K - $71.2K
|
3.11K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-890- 3.0% |
$66.4K - $72.2K
|
28.7K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-948- 3.36% |
$70.8K - $76.9K
|
27.3K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-949- 0.72% |
$70.8K - $77K
|
131K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-950- 4.07% |
$70.9K - $77K
|
22.4K
$2.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-953- 8.4% |
$71.1K - $77.3K
|
10.4K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-995- 7.94% |
$74.3K - $80.7K
|
11.5K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1K- 26.37% |
$74.9K - $81.4K
|
2.8K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.06K- 9.74% |
$79.3K - $86.1K
|
9.84K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.14K- 8.16% |
$84.9K - $92.2K
|
12.8K
$1.39M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 12.61% |
$86.8K - $94.3K
|
8.06K
$878K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.18K- 5.96% |
$87.9K - $95.5K
|
18.6K
$2.02M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.22% |
$90.5K - $98.3K
|
53.5K
$5.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 0.75% |
$95.9K - $104K
|
170K
$18.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.29K- 5.7% |
$95.9K - $104K
|
21.3K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 16.46% |
$97K - $105K
|
6.6K
$719K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.5K- 2.05% |
$112K - $121K
|
71.3K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.5K- 8.57% |
$112K - $121K
|
16K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 14.41% |
$113K - $123K
|
9.01K
$982K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.54K- 2.03% |
$115K - $125K
|
74.2K
$8.08M
|