Purchases and Sales Made in Q1 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 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 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
37+ 0.28% |
$2.41K - $2.72K
|
13K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
36+ 0.28% |
$2.35K - $2.65K
|
12.8K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
30+ 0.78% |
$1.96K - $2.21K
|
3.85K
$415K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
29+ 0.39% |
$1.89K - $2.13K
|
7.39K
$795K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.11% |
$1.76K - $1.99K
|
25K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
26+ 0.37% |
$1.7K - $1.91K
|
7.11K
$764K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
26+ 0.17% |
$1.7K - $1.91K
|
14.9K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
25+ 0.28% |
$1.63K - $1.84K
|
8.99K
$968K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.44K - $1.62K
|
22
$2.37K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
18+ 0.32% |
$1.17K - $1.32K
|
5.71K
$614K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
BUY
|
- |
18+ 0.03% |
$1.17K - $1.32K
|
59.9K
$6.45M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16+ 0.29% |
$1.04K - $1.18K
|
5.54K
$596K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16+ 6.93% |
$1.04K - $1.18K
|
247
$26.6K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
13+ 0.12% |
$849 - $956
|
10.5K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.23% |
$849 - $956
|
5.68K
$611K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.11% |
$783 - $883
|
10.9K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12+ 0.27% |
$783 - $883
|
4.48K
$482K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.29% |
$783 - $883
|
4.21K
$453K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.08% |
$653 - $736
|
12.5K
$1.35M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.28% |
$653 - $736
|
3.64K
$391K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10+ 0.28% |
$653 - $736
|
3.62K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9+ 0.22% |
$587 - $662
|
4.16K
$447K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 0.25% |
$587 - $662
|
3.54K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 0.24% |
$587 - $662
|
3.81K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.26% |
$457 - $515
|
2.72K
$292K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.17% |
$392 - $441
|
3.5K
$377K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.02% |
$392 - $441
|
25.4K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5+ 0.14% |
$326 - $368
|
3.57K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.24% |
$326 - $368
|
2.06K
$222K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.1% |
$261 - $294
|
3.93K
$423K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.04% |
$196 - $221
|
7.39K
$795K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.34% |
$131 - $147
|
587
$63.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.05% |
$131 - $147
|
3.69K
$397K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.29% |
$65.3 - $73.6
|
349
$37.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$65.3 - $73.6
|
5.19K
$559K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.01% |
$65.3 - $73.6
|
9.68K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1+ 0.0% |
$65.3 - $73.6
|
54.8K
$5.89M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.01% |
$65.3 - $73.6
|
7.12K
$766K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-8- 0.18% |
$522 - $588
|
4.52K
$486K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-15- 0.09% |
$979 - $1.1K
|
15.9K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22- 0.08% |
$1.44K - $1.62K
|
28.1K
$3.03M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27- 0.37% |
$1.76K - $1.99K
|
7.28K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-30- 0.14% |
$1.96K - $2.21K
|
20.7K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-31- 0.29% |
$2.02K - $2.28K
|
10.6K
$1.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-31- 5.07% |
$2.02K - $2.28K
|
580
$62.4K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-31- 0.24% |
$2.02K - $2.28K
|
13K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 7.0% |
$2.28K - $2.57K
|
465
$50K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37- 56.92% |
$2.41K - $2.72K
|
28
$3.01K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-46- 1.38% |
$3K - $3.38K
|
3.29K
$354K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-55- 5.24% |
$3.59K - $4.05K
|
995
$107K
|