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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.74K+ 4.7% |
$111K - $143K
|
38.9K
$4.19M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.73K+ 16.17% |
$110K - $142K
|
12.4K
$1.34M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.69K+ 32.51% |
$108K - $139K
|
6.9K
$744K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 12.55% |
$99.7K - $128K
|
14K
$1.51M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
1.54K+ 24.07% |
$98.3K - $126K
|
7.92K
$854K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.48K+ 1.38% |
$94.9K - $122K
|
109K
$11.8M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.48K+ 16.67% |
$94.7K - $122K
|
10.4K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.39K+ 37.15% |
$89K - $114K
|
5.14K
$554K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.31KNew |
$83.9K - $108K
|
1.31K
$141K
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.29K+ 43.19% |
$82.2K - $106K
|
4.26K
$459K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.28K+ 10.1% |
$81.6K - $105K
|
13.9K
$1.5M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.13K+ 10.89% |
$72.2K - $92.8K
|
11.5K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.13K+ 3.23% |
$72K - $92.5K
|
36K
$3.88M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 0.93% |
$72K - $92.4K
|
122K
$13.1M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09K+ 6.18% |
$69.9K - $89.8K
|
18.8K
$2.02M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.09K+ 49.43% |
$69.8K - $89.6K
|
3.3K
$356K
|
|
Jul 25, 2022
Q2 2022
|
Capital Management Corp
|
BUY
|
- |
1.06K+ 12.59% |
$67.8K - $87.1K
|
9.48K
$1.02M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.04KNew |
$66.6K - $85.5K
|
1.04K
$112K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.02K+ 26.91% |
$65.4K - $84.1K
|
4.83K
$520K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.02K+ 20.65% |
$65.1K - $83.6K
|
5.94K
$641K
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
978+ 9.49% |
$62.6K - $80.4K
|
11.3K
$1.22M
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
963+ 10.51% |
$61.6K - $79.1K
|
10.1K
$1.09M
|
|
Nov 08, 2022
Q2 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
935+ 9.4% |
$59.8K - $76.8K
|
10.9K
$1.17M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
913+ 26.33% |
$58.4K - $75K
|
4.38K
$472K
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
899+ 4.24% |
$57.5K - $73.9K
|
22.1K
$2.38M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
889+ 4.29% |
$56.9K - $73K
|
21.6K
$2.33M
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
885+ 1.93% |
$56.6K - $72.7K
|
46.7K
$5.04M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
882+ 7.51% |
$56.4K - $72.5K
|
12.6K
$1.36M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
849+ 26.61% |
$54.3K - $69.8K
|
4.04K
$435K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
833+ 0.92% |
$53.3K - $68.4K
|
91.8K
$9.9M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
800New |
$51.2K - $65.7K
|
800
$86.2K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
800New |
$51.2K - $65.7K
|
800
$86.2K
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
799+ 1.58% |
$51.1K - $65.7K
|
51.5K
$5.55M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
725+ 5.32% |
$46.4K - $59.6K
|
14.4K
$1.55M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725+ 5.32% |
$46.4K - $59.6K
|
14.4K
$1.55M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
718+ 0.61% |
$45.9K - $59K
|
118K
$12.7M
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
677+ 4.59% |
$43.3K - $55.6K
|
15.4K
$1.66M
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
675+ 18.29% |
$43.2K - $55.5K
|
4.37K
$471K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
653+ 8.91% |
$41.8K - $53.7K
|
7.98K
$861K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
624New |
$39.9K - $51.3K
|
624
$67.3K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
491+ 24550.0% |
$31.4K - $40.3K
|
493
$53.2K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
474+ 3.12% |
$30.3K - $38.9K
|
15.6K
$1.69M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
470New |
$30.1K - $38.6K
|
470
$50.7K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
443+ 13.97% |
$28.3K - $36.4K
|
3.61K
$390K
|
|
Jul 20, 2022
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
425+ 5.06% |
$27.2K - $34.9K
|
8.82K
$950K
|
|
Apr 14, 2023
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
425+ 5.06% |
$27.2K - $34.9K
|
8.82K
$950K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
419+ 8.45% |
$26.8K - $34.4K
|
5.38K
$580K
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
396+ 2.47% |
$25.3K - $32.5K
|
16.4K
$1.77M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
381New |
$24.4K - $31.3K
|
381
$41.1K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
375New |
$24K - $30.8K
|
375
$40.4K
|