Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
494KNew |
$31.6M - $40.6M
|
494K
$53.3M
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
BUY
|
- |
234K+ 101.58% |
$15M - $19.2M
|
464K
$50.1M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
207K+ 22.94% |
$13.3M - $17M
|
1.11M
$120M
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
204K+ 6100.99% |
$13M - $16.7M
|
207K
$22.3M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
192K+ 37.37% |
$12.3M - $15.8M
|
705K
$76M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
101K+ 32.82% |
$6.46M - $8.3M
|
409K
$44.1M
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
72.2K+ 1.78% |
$4.62M - $5.93M
|
4.14M
$446M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66K+ 90.06% |
$4.22M - $5.43M
|
139K
$15M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.8K+ 184.84% |
$4.08M - $5.25M
|
98.4K
$10.6M
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
53.1KNew |
$3.4M - $4.36M
|
53.1K
$5.72M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.5K+ 20.96% |
$3.1M - $3.98M
|
280K
$30.2M
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
47.7K+ 35.33% |
$3.05M - $3.92M
|
183K
$19.7M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
44.5K+ 36.69% |
$2.85M - $3.66M
|
166K
$17.9M
|
|
Jul 11, 2022
Q2 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
37.7K+ 14.79% |
$2.41M - $3.1M
|
293K
$31.6M
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
36.3K+ 23.11% |
$2.32M - $2.98M
|
193K
$20.8M
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
33.7KNew |
$2.16M - $2.77M
|
33.7K
$3.64M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.8K+ 22.67% |
$1.91M - $2.45M
|
161K
$17.4M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
28.9K+ 21.06% |
$1.85M - $2.37M
|
166K
$17.9M
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
27.9KNew |
$1.78M - $2.29M
|
27.9K
$3.01M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
26.3K+ 4.3% |
$1.68M - $2.16M
|
640K
$68.9M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.3KNew |
$1.62M - $2.08M
|
25.3K
$2.73M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
24.9K+ 180.25% |
$1.59M - $2.05M
|
38.7K
$4.17M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.4K+ 96.58% |
$1.56M - $2M
|
49.6K
$5.35M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.8K+ 55.72% |
$1.39M - $1.79M
|
60.8K
$6.56M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.5K+ 233.44% |
$1.37M - $1.76M
|
30.7K
$3.3M
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
21.4K+ 9.2% |
$1.37M - $1.76M
|
254K
$27.4M
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
20.7K+ 74.68% |
$1.32M - $1.7M
|
48.4K
$5.21M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 9.07% |
$1.06M - $1.36M
|
200K
$21.5M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
16.4KNew |
$1.05M - $1.35M
|
16.4K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 13.84% |
$970K - $1.25M
|
125K
$13.4M
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
13.6K+ 7.47% |
$871K - $1.12M
|
196K
$21.1M
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
13.5KNew |
$865K - $1.11M
|
13.5K
$1.46M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
13.4KNew |
$855K - $1.1M
|
13.4K
$1.44M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.1K+ 89.96% |
$835K - $1.07M
|
27.6K
$2.97M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 6.6% |
$831K - $1.07M
|
210K
$22.6M
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
12.8K+ 209.5% |
$816K - $1.05M
|
18.8K
$2.03M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
12.6KNew |
$809K - $1.04M
|
12.6K
$1.36M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.3KNew |
$785K - $1.01M
|
12.3K
$1.32M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12.1K+ 99.41% |
$774K - $994K
|
24.3K
$2.62M
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10.8KNew |
$691K - $887K
|
10.8K
$1.16M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 61.83% |
$655K - $842K
|
26.8K
$2.89M
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
9.87KNew |
$631K - $811K
|
9.87K
$1.06M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
9.62KNew |
$615K - $791K
|
9.62K
$1.04M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9.38K+ 50.28% |
$600K - $771K
|
28K
$3.02M
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.28KNew |
$594K - $763K
|
9.28K
$1M
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.19K+ 9.13% |
$588K - $755K
|
110K
$11.8M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
8.98K+ 11.63% |
$574K - $738K
|
86.2K
$9.29M
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
7.94K+ 7.29% |
$508K - $652K
|
117K
$12.6M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.88K+ 15.91% |
$504K - $648K
|
57.4K
$6.19M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.77K+ 49.49% |
$497K - $639K
|
23.5K
$2.53M
|