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 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-264- 1.77% |
$16.9K - $21.7K
|
14.6K
$1.58M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-274- 1.32% |
$17.5K - $22.5K
|
20.5K
$2.21M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-347- 8.52% |
$22.2K - $28.5K
|
3.73K
$402K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-350Closed |
$22.4K - $28.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-381Closed |
$24.4K - $31.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-381- 6.4% |
$24.4K - $31.3K
|
5.58K
$601K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-382- 1.25% |
$24.4K - $31.4K
|
30.1K
$3.24M
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-386- 7.62% |
$24.7K - $31.7K
|
4.68K
$504K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-420- 3.52% |
$26.9K - $34.5K
|
11.5K
$1.24M
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-420- 16.39% |
$26.9K - $34.5K
|
2.14K
$231K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-439- 1.43% |
$28.1K - $36.1K
|
30.2K
$3.26M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-495- 9.64% |
$31.7K - $40.7K
|
4.64K
$500K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-516- 3.87% |
$33K - $42.4K
|
12.8K
$1.38M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-590- 16.88% |
$37.7K - $48.5K
|
2.91K
$313K
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-629- 13.71% |
$40.2K - $51.7K
|
3.96K
$427K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-775Closed |
$49.6K - $63.7K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-796- 8.53% |
$50.9K - $65.4K
|
8.54K
$920K
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-800- 11.95% |
$51.2K - $65.7K
|
5.89K
$635K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-802- 4.78% |
$51.3K - $65.9K
|
16K
$1.72M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-853- 13.36% |
$54.6K - $70.1K
|
5.53K
$596K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-884- 1.55% |
$56.5K - $72.6K
|
56.3K
$6.07M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-908Closed |
$58.1K - $74.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-958- 22.27% |
$61.3K - $78.7K
|
3.34K
$361K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-990- 12.1% |
$63.3K - $81.3K
|
7.19K
$775K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.02K- 22.11% |
$65.4K - $84.1K
|
3.6K
$388K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 48.99% |
$66.8K - $85.9K
|
1.09K
$117K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.05K- 1.81% |
$67.2K - $86.3K
|
56.9K
$6.13M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 19.38% |
$68.8K - $88.3K
|
4.47K
$482K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.14K- 4.74% |
$73.2K - $94K
|
23K
$2.48M
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 14.02% |
$75.2K - $96.5K
|
7.2K
$777K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.18K- 29.18% |
$75.2K - $96.6K
|
2.85K
$308K
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.4K- 6.76% |
$89.6K - $115K
|
19.3K
$2.08M
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.42K- 28.07% |
$90.7K - $117K
|
3.63K
$392K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.51KClosed |
$96.4K - $124K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.79K- 19.62% |
$115K - $147K
|
7.35K
$792K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.8K- 47.76% |
$115K - $148K
|
1.97K
$212K
|
|
Jul 19, 2022
Q2 2022
|
Refined Wealth Management
|
SELL
|
- |
-1.98K- 36.64% |
$127K - $163K
|
3.43K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.23K- 0.52% |
$143K - $183K
|
429K
$46.2M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.36KClosed |
$151K - $194K
|
0
$0
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.49KClosed |
$159K - $205K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$160K - $206K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.52KClosed |
$161K - $207K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-2.54KClosed |
$163K - $209K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.58KClosed |
$165K - $212K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.58KClosed |
$165K - $212K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.61KClosed |
$167K - $215K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.62KClosed |
$167K - $215K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-2.62KClosed |
$167K - $215K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.66KClosed |
$170K - $218K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.7KClosed |
$172K - $221K
|
0
$0
|