Purchases and Sales Made in Q4 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
434+ 2.65% |
$34.6K - $38.4K
|
16.8K
$1.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
400+ 8.12% |
$31.9K - $35.4K
|
5.33K
$583K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
394+ 2.86% |
$31.4K - $34.8K
|
14.2K
$1.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
382+ 4.2% |
$30.4K - $33.8K
|
9.47K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
355+ 253.57% |
$28.3K - $31.4K
|
495
$54.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
343New |
$27.3K - $30.3K
|
343
$37.6K
|
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
341+ 10.94% |
$27.2K - $30.2K
|
3.46K
$379K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
326+ 11.44% |
$26K - $28.8K
|
3.18K
$348K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 8.74% |
$25.8K - $28.7K
|
4.03K
$441K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
311+ 4.25% |
$24.8K - $27.5K
|
7.64K
$836K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
309+ 11.52% |
$24.6K - $27.3K
|
2.99K
$328K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$23.9K - $26.5K
|
300
$32.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
296New |
$23.6K - $26.2K
|
296
$32.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Management Corp
|
BUY
|
- |
280+ 3.44% |
$22.3K - $24.8K
|
8.42K
$922K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
242+ 1.42% |
$19.3K - $21.4K
|
17.3K
$1.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
207+ 41.4% |
$16.5K - $18.3K
|
707
$77.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
206+ 5.08% |
$16.4K - $18.2K
|
4.26K
$467K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
163+ 118.98% |
$13K - $14.4K
|
300
$32.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
162+ 3.53% |
$12.9K - $14.3K
|
4.75K
$520K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
153+ 0.84% |
$12.2K - $13.5K
|
18.3K
$2M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
150+ 19.06% |
$12K - $13.3K
|
937
$103K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150+ 4.36% |
$12K - $13.3K
|
3.59K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
146+ 0.3% |
$11.6K - $12.9K
|
48.6K
$5.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
135+ 2.0% |
$10.8K - $11.9K
|
6.87K
$752K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
118+ 5900.0% |
$9.4K - $10.4K
|
120
$13.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
117+ 4.64% |
$9.32K - $10.3K
|
2.64K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
108+ 0.01% |
$8.61K - $9.55K
|
739K
$81M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
104+ 4.08% |
$8.29K - $9.2K
|
2.65K
$290K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
90+ 0.19% |
$7.17K - $7.96K
|
47.9K
$5.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
88+ 64.71% |
$7.01K - $7.78K
|
224
$24.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
82New |
$6.54K - $7.25K
|
82
$8.98K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
50+ 1.2% |
$3.99K - $4.42K
|
4.21K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 6.9% |
$3.99K - $4.42K
|
775
$84.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
34+ 0.92% |
$2.71K - $3.01K
|
3.74K
$409K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
30+ 6.96% |
$2.39K - $2.65K
|
461
$50.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27+ 0.22% |
$2.15K - $2.39K
|
12.2K
$1.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
25+ 0.17% |
$1.99K - $2.21K
|
14.7K
$1.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
25New |
$1.99K - $2.21K
|
25
$2.74K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$1.04K - $1.15K
|
4.14K
$454K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.31% |
$877 - $973
|
3.58K
$392K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
11+ 0.12% |
$877 - $973
|
9.52K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
10+ 0.32% |
$797 - $885
|
3.09K
$339K
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10+ 0.3% |
$797 - $885
|
3.33K
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
9+ 0.29% |
$717 - $796
|
3.13K
$342K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.3% |
$717 - $796
|
2.98K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 3.2% |
$638 - $708
|
258
$28.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.19% |
$558 - $619
|
3.76K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$399 - $442
|
12.9K
$1.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.1% |
$399 - $442
|
5.13K
$562K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.35% |
$399 - $442
|
1.44K
$157K
|