Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
258KNew |
$16.1M - $18.2M
|
258K
$27.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
214K+ 5.27% |
$13.4M - $15.1M
|
4.27M
$461M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
207KNew |
$12.9M - $14.6M
|
207K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
130K+ 19.87% |
$8.09M - $9.17M
|
782K
$84.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 2575.37% |
$7.36M - $8.34M
|
123K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
116K+ 1247.69% |
$7.27M - $8.24M
|
126K
$13.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
116KNew |
$7.22M - $8.18M
|
116K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
111K+ 11.18% |
$6.9M - $7.82M
|
1.1M
$119M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
97KNew |
$6.05M - $6.86M
|
97K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
71.7KNew |
$4.48M - $5.07M
|
71.7K
$7.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
65.5K+ 110.24% |
$4.09M - $4.63M
|
125K
$13.5M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
64.7KNew |
$4.04M - $4.58M
|
64.7K
$6.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.9KNew |
$3.74M - $4.24M
|
59.9K
$6.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.6K+ 7.09% |
$3.59M - $4.07M
|
869K
$93.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52K+ 125.93% |
$3.25M - $3.68M
|
93.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
51.9K+ 402.34% |
$3.24M - $3.67M
|
64.8K
$6.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
48.3K+ 11.81% |
$3.01M - $3.41M
|
457K
$49.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.5K+ 26.68% |
$2.9M - $3.29M
|
221K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
45KNew |
$2.81M - $3.18M
|
45K
$4.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
43.7K+ 190.22% |
$2.73M - $3.09M
|
66.7K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
42.3K+ 1298.92% |
$2.64M - $2.99M
|
45.5K
$4.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
41.7KNew |
$2.6M - $2.95M
|
41.7K
$4.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 255.87% |
$2.37M - $2.69M
|
52.9K
$5.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
32.4K+ 353.43% |
$2.02M - $2.29M
|
41.5K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
32.1KNew |
$2.01M - $2.27M
|
32.1K
$3.46M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
29.6K+ 12.98% |
$1.85M - $2.09M
|
258K
$27.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29K+ 25.31% |
$1.81M - $2.05M
|
144K
$15.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.2KNew |
$1.76M - $1.99M
|
28.2K
$3.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27KNew |
$1.69M - $1.91M
|
27K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
26.1K+ 12.94% |
$1.63M - $1.84M
|
227K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.2KNew |
$1.57M - $1.78M
|
25.2K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.1K+ 12.8% |
$1.51M - $1.71M
|
213K
$22.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 36.6% |
$1.45M - $1.64M
|
86.5K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
22K+ 67.32% |
$1.38M - $1.56M
|
54.8K
$5.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
21.9KNew |
$1.37M - $1.55M
|
21.9K
$2.36M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20.2K+ 107.32% |
$1.26M - $1.43M
|
38.9K
$4.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.5K+ 22.77% |
$1.22M - $1.38M
|
105K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.2K+ 4.29% |
$1.2M - $1.36M
|
467K
$50.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.8K+ 54.16% |
$1.17M - $1.33M
|
53.5K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18.6K+ 121.11% |
$1.16M - $1.32M
|
34K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18KNew |
$1.12M - $1.27M
|
18K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
16.8K+ 99.98% |
$1.05M - $1.19M
|
33.6K
$3.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
16K+ 16.31% |
$996K - $1.13M
|
114K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.9KNew |
$990K - $1.12M
|
15.9K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
15K+ 57.27% |
$937K - $1.06M
|
41.2K
$4.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
14.9KNew |
$930K - $1.05M
|
14.9K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 80.72% |
$895K - $1.01M
|
32.1K
$3.46M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$850K - $964K
|
13.6K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.1K+ 8.46% |
$816K - $925K
|
168K
$18.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
13KNew |
$812K - $920K
|
13K
$1.4M
|