Purchases and Sales Made in Q1 2023 in Vanguard World Fd Esg U.S. Sto (ESGV)

ESGV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV) during Q1 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
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
5.86K
New
$382K - $431K
5.86K $630K
May 11, 2023 Q1 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
5.57K
+ 24.89%
$363K - $409K
27.9K $3M
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
5.52K
+ 7.7%
$360K - $406K
77.2K $8.31M
Apr 17, 2023 Q1 2023
Benchmark Wealth Management, LLC

BUY
 -
5.08K
+ 65.1%
$332K - $374K
12.9K $1.39M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.04K
+ 9.54%
$329K - $371K
57.9K $6.23M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
5.01K
+ 91.87%
$327K - $368K
10.5K $1.13M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.86K
+ 1.75%
$317K - $357K
283K $30.4M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
4.78K
New
$312K - $351K
4.78K $514K
May 12, 2023 Q1 2023
Hall Kathryn A.

San Francisco, CA
BUY
 -
4.61K
New
$301K - $339K
4.61K $496K
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
4.51K
+ 19.37%
$294K - $332K
27.8K $2.99M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
4.22K
New
$275K - $310K
4.22K $453K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
4.18K
New
$273K - $307K
4.18K $450K
May 15, 2023 Q1 2023
5th Street Advisors, LLC

BUY
 -
4.18K
New
$273K - $307K
4.18K $449K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.01K
+ 0.99%
$262K - $295K
410K $44.1M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.93K
+ 31.22%
$256K - $289K
16.5K $1.78M
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3.9K
+ 24.02%
$254K - $286K
20.1K $2.16M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.87K
+ 4.45%
$253K - $285K
90.9K $9.78M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
3.82K
+ 11.95%
$249K - $281K
35.8K $3.85M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
3.68K
+ 29.84%
$240K - $270K
16K $1.72M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
3.68K
+ 29.84%
$240K - $270K
16K $1.72M
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
3.61K
+ 7.42%
$236K - $266K
52.3K $5.62M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.52K
New
$230K - $259K
3.52K $378K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
3.16K
+ 0.96%
$206K - $232K
333K $35.8M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
3.14K
+ 3.98%
$205K - $231K
81.9K $8.81M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
3.07K
+ 12.44%
$200K - $226K
27.7K $2.98M
May 15, 2023 Q1 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
3.06K
+ 6.71%
$199K - $225K
48.6K $5.23M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
3.03K
New
$198K - $223K
3.03K $326K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3.03K
New
$197K - $222K
3.03K $325K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.02K
New
$197K - $222K
3.02K $325K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.96K
New
$193K - $218K
2.96K $319K
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
2.95K
New
$192K - $217K
2.95K $317K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

BUY
 -
2.94K
New
$192K - $216K
2.94K $316K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.92K
New
$191K - $215K
2.92K $314K
May 15, 2023 Q1 2023
Greytown Advisors Inc.

Miami, FL
BUY
 -
2.91K
New
$190K - $214K
2.91K $313K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
2.91K
New
$190K - $214K
2.91K $313K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
2.91K
New
$190K - $214K
2.91K $313K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
2.88K
+ 2.32%
$188K - $212K
127K $13.6M
Oct 09, 2024 Q1 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
2.87K
New
$187K - $211K
2.87K $308K
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
2.86K
New
$186K - $210K
2.86K $307K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.83K
New
$185K - $208K
2.83K $304K
May 11, 2023 Q1 2023
De Dora Capital, Inc.

BUY
 -
2.8K
New
$183K - $206K
2.8K $302K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.79K
+ 80.32%
$182K - $205K
6.27K $674K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.79K
+ 80.32%
$182K - $205K
6.27K $674K
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
2.79K
New
$182K - $205K
2.79K $300K
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
2.79K
+ 1.48%
$182K - $205K
191K $20.6M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.6K
+ 1.06%
$170K - $191K
248K $26.6M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.6K
+ 1.06%
$170K - $191K
248K $26.6M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
2.59K
+ 2.07%
$169K - $190K
128K $13.7M
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
2.5K
+ 16.11%
$163K - $184K
18K $1.94M

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