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 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-63- 1.4% |
$4.11K - $4.63K
|
4.43K
$476K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-78- 4.36% |
$5.09K - $5.74K
|
1.71K
$184K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-80- 1.8% |
$5.22K - $5.88K
|
4.37K
$470K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-89- 7.52% |
$5.81K - $6.55K
|
1.09K
$118K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 7.17% |
$6.53K - $7.36K
|
1.3K
$139K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-110- 48.03% |
$7.18K - $8.09K
|
119
$12.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-121- 21.76% |
$7.9K - $8.9K
|
435
$46.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-160- 1.33% |
$10.4K - $11.8K
|
11.9K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-166- 0.53% |
$10.8K - $12.2K
|
31K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-197- 0.33% |
$12.9K - $14.5K
|
59.7K
$6.43M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-212- 7.24% |
$13.8K - $15.6K
|
2.72K
$292K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-236- 15.98% |
$15.4K - $17.4K
|
1.24K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-247- 92.86% |
$16.1K - $18.2K
|
19
$2.04K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-254- 2.07% |
$16.6K - $18.7K
|
12K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-254- 4.12% |
$16.6K - $18.7K
|
5.91K
$636K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-263- 4.74% |
$17.2K - $19.3K
|
5.29K
$569K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-281- 2.31% |
$18.3K - $20.7K
|
11.9K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-285- 9.73% |
$18.6K - $21K
|
2.64K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-304- 3.47% |
$19.8K - $22.4K
|
8.46K
$911K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-392- 2.61% |
$25.6K - $28.8K
|
14.6K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-419- 2.3% |
$27.3K - $30.8K
|
17.8K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-420- 0.32% |
$27.4K - $30.9K
|
133K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-427- 6.53% |
$27.9K - $31.4K
|
6.12K
$658K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-427- 20.96% |
$27.9K - $31.4K
|
1.61K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-528- 2.75% |
$34.5K - $38.8K
|
18.6K
$2.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-546- 12.32% |
$35.6K - $40.2K
|
3.89K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-571- 2.52% |
$37.3K - $42K
|
22.1K
$2.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-661- 3.97% |
$43.1K - $48.6K
|
16K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-697- 4.74% |
$45.5K - $51.3K
|
14K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-704- 30.88% |
$46K - $51.8K
|
1.58K
$170K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-715- 10.83% |
$46.7K - $52.6K
|
5.89K
$634K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-755- 20.72% |
$49.3K - $55.5K
|
2.89K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-758- 0.88% |
$49.5K - $55.8K
|
85K
$9.15M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-764- 7.56% |
$49.9K - $56.2K
|
9.35K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-839- 5.68% |
$54.8K - $61.7K
|
13.9K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-851- 3.58% |
$55.5K - $62.6K
|
22.9K
$2.47M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 36.73% |
$65.9K - $74.3K
|
1.74K
$187K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 14.81% |
$67.4K - $75.9K
|
5.94K
$639K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.05K- 42.99% |
$68.8K - $77.5K
|
1.4K
$150K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 3.48% |
$69.4K - $78.3K
|
29.5K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.12K- 21.23% |
$73K - $82.2K
|
4.15K
$446K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 11.56% |
$73.8K - $83.1K
|
8.65K
$930K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.13K- 1.98% |
$73.8K - $83.1K
|
56.1K
$6.03M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.14K- 5.07% |
$74.7K - $84.1K
|
21.4K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.15K- 13.47% |
$75.2K - $84.7K
|
7.4K
$796K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.25K- 3.12% |
$81.6K - $91.9K
|
38.8K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 2.54% |
$81.8K - $92.2K
|
48K
$5.17M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.26K- 0.5% |
$82.4K - $92.9K
|
251K
$27M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 21.51% |
$87.3K - $98.3K
|
4.88K
$525K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 82.44% |
$90.4K - $102K
|
295
$31.7K
|