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 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
350New |
$22.4K - $28.8K
|
350
$37.7K
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
341+ 8.05% |
$21.8K - $28K
|
4.58K
$493K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
333+ 12.29% |
$21.3K - $27.4K
|
3.04K
$328K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
324New |
$20.7K - $26.6K
|
324
$34.9K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
314+ 382.93% |
$20.1K - $25.8K
|
396
$42.7K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
275+ 33.87% |
$17.6K - $22.6K
|
1.09K
$117K
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
272+ 3.23% |
$17.4K - $22.4K
|
8.69K
$937K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
241+ 4.44% |
$15.4K - $19.8K
|
5.67K
$612K
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
235+ 2.82% |
$15K - $19.3K
|
8.57K
$924K
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
219+ 3.0% |
$14K - $18K
|
7.53K
$811K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
217New |
$13.9K - $17.8K
|
217
$23.4K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
215+ 2.82% |
$13.8K - $17.7K
|
7.83K
$844K
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
210+ 5.14% |
$13.4K - $17.3K
|
4.3K
$463K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203New |
$13K - $16.7K
|
203
$21.9K
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
202+ 1.54% |
$12.9K - $16.6K
|
13.3K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
189New |
$12.1K - $15.5K
|
189
$20.4K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
189+ 0.3% |
$12.1K - $15.5K
|
63.3K
$6.82M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
177New |
$11.3K - $14.5K
|
177
$19.1K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
176+ 4.12% |
$11.3K - $14.5K
|
4.45K
$480K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
160+ 4.78% |
$10.2K - $13.1K
|
3.5K
$378K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
158+ 1.07% |
$10.1K - $13K
|
14.9K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
148+ 0.3% |
$9.47K - $12.2K
|
48.9K
$5.27M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
133+ 0.24% |
$8.51K - $10.9K
|
54.5K
$5.88M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
115+ 3.95% |
$7.36K - $9.45K
|
3.03K
$326K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
113+ 2.32% |
$7.23K - $9.29K
|
4.99K
$538K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
112+ 0.51% |
$7.16K - $9.2K
|
22.1K
$2.38M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
112+ 0.51% |
$7.16K - $9.2K
|
22.1K
$2.38M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
102+ 0.03% |
$6.52K - $8.38K
|
333K
$35.9M
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.4K - $8.22K
|
100
$10.8K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
100+ 1.88% |
$6.4K - $8.22K
|
5.43K
$585K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
93+ 6.76% |
$5.95K - $7.64K
|
1.47K
$158K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
91+ 0.77% |
$5.82K - $7.48K
|
11.9K
$1.29M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
86+ 0.93% |
$5.5K - $7.07K
|
9.36K
$1.01M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84New |
$5.37K - $6.9K
|
84
$9.06K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
81+ 34.62% |
$5.18K - $6.66K
|
315
$34K
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
79+ 1.86% |
$5.05K - $6.49K
|
4.33K
$467K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
76+ 1.37% |
$4.86K - $6.24K
|
5.64K
$608K
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
75+ 0.8% |
$4.8K - $6.16K
|
9.42K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
73+ 11.39% |
$4.67K - $6K
|
714
$77K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66+ 0.94% |
$4.22K - $5.42K
|
7.08K
$764K
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
63+ 0.31% |
$4.03K - $5.18K
|
20.7K
$2.23M
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
61+ 0.31% |
$3.9K - $5.01K
|
19.8K
$2.14M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
57+ 1.67% |
$3.65K - $4.68K
|
3.46K
$373K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56+ 0.58% |
$3.58K - $4.6K
|
9.65K
$1.04M
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.61% |
$3.2K - $4.11K
|
8.24K
$888K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
50+ 1.07% |
$3.2K - $4.11K
|
4.71K
$508K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
46+ 0.93% |
$2.94K - $3.78K
|
5.01K
$540K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
43+ 1.18% |
$2.75K - $3.53K
|
3.69K
$398K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
40+ 5.76% |
$2.56K - $3.29K
|
735
$79.2K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
40+ 0.21% |
$2.56K - $3.29K
|
19.2K
$2.07M
|