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
|
Ellevest, Inc.
|
SELL
|
- |
-1.44K- 21.59% |
$93.9K - $106K
|
5.23K
$562K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.61K- 4.22% |
$105K - $118K
|
36.6K
$3.93M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.64K- 2.53% |
$107K - $121K
|
63.2K
$6.8M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 12.8% |
$114K - $128K
|
11.9K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 2.46% |
$116K - $131K
|
70.6K
$7.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.97K- 2.82% |
$128K - $145K
|
67.9K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.29K- 4.79% |
$150K - $169K
|
45.5K
$4.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-2.33K- 5.59% |
$152K - $172K
|
39.4K
$4.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-2.51K- 0.78% |
$164K - $185K
|
318K
$34.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.51K- 6.05% |
$164K - $185K
|
39K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.68K- 12.37% |
$175K - $197K
|
19K
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.78K- 38.97% |
$181K - $204K
|
4.35K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.93K- 32.31% |
$191K - $215K
|
6.13K
$659K
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.94K- 8.76% |
$192K - $216K
|
30.6K
$3.3M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3K- 43.6% |
$195K - $220K
|
3.88K
$417K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3K- 36.99% |
$196K - $221K
|
5.11K
$550K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-3.06K- 6.48% |
$199K - $225K
|
44.1K
$4.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.79K- 78.47% |
$247K - $279K
|
1.04K
$112K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.01K- 35.09% |
$262K - $295K
|
7.41K
$797K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.94K- 43.21% |
$322K - $363K
|
6.49K
$698K
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.89K- 68.08% |
$450K - $507K
|
3.23K
$348K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.23K- 4.11% |
$472K - $532K
|
169K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.79K- 57.13% |
$508K - $573K
|
5.84K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.32K- 25.92% |
$543K - $612K
|
23.8K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.93K- 15.16% |
$583K - $657K
|
50K
$5.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.98K- 4.52% |
$652K - $734K
|
211K
$22.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-10.5K- 12.83% |
$686K - $772K
|
71.4K
$7.68M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-11.2K- 29.46% |
$729K - $821K
|
26.7K
$2.88M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 5.44% |
$734K - $827K
|
195K
$21M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-12.2K- 44.47% |
$797K - $898K
|
15.2K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3K- 59.77% |
$800K - $902K
|
8.26K
$888K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-12.5K- 30.33% |
$816K - $920K
|
28.7K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-13.5K- 3.73% |
$882K - $994K
|
349K
$37.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-14.9K- 55.24% |
$975K - $1.1M
|
12.1K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.4K- 13.32% |
$1.01M - $1.13M
|
100K
$10.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-16K- 6.05% |
$1.04M - $1.17M
|
248K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-16.5K- 48.66% |
$1.08M - $1.22M
|
17.4K
$1.88M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 17.47% |
$1.27M - $1.43M
|
92.2K
$9.92M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-21.9K- 59.96% |
$1.43M - $1.61M
|
14.6K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-24.8K- 37.2% |
$1.62M - $1.83M
|
41.9K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-29.6K- 11.49% |
$1.93M - $2.18M
|
228K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.6K- 3.51% |
$2.52M - $2.84M
|
1.06M
$114M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.6K- 50.1% |
$2.59M - $2.91M
|
39.4K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.9K- 9.41% |
$2.87M - $3.23M
|
423K
$45.5M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-48.5K- 23.4% |
$3.16M - $3.56M
|
159K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-55.6K- 44.17% |
$3.63M - $4.09M
|
70.3K
$7.56M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-64.7KClosed |
$4.22M - $4.76M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-86.8K- 22.4% |
$5.66M - $6.38M
|
301K
$32.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93.9K- 44.26% |
$6.13M - $6.91M
|
118K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-118K- 96.52% |
$7.72M - $8.7M
|
4.27K
$459K
|