Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
697K+ 11.54% |
$60.8M - $67.8M
|
6.73M
$700M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
151KNew |
$13.2M - $14.7M
|
151K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
136K+ 209.44% |
$11.9M - $13.3M
|
201K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
127K+ 13.25% |
$11M - $12.3M
|
1.08M
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
109K+ 210.83% |
$9.52M - $10.6M
|
161K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
108K+ 50.67% |
$9.42M - $10.5M
|
321K
$33.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
72.2K+ 33.02% |
$6.3M - $7.03M
|
291K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.2K+ 10.35% |
$4.64M - $5.18M
|
567K
$59M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.2K+ 15.21% |
$3.25M - $3.62M
|
282K
$29.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
35.4K+ 6.67% |
$3.09M - $3.45M
|
567K
$59M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35K+ 15.03% |
$3.05M - $3.41M
|
268K
$27.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
33.2K+ 487.18% |
$2.9M - $3.23M
|
40K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.4K+ 8.09% |
$2.83M - $3.15M
|
433K
$45M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
26.3KNew |
$2.3M - $2.56M
|
26.3K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
25.6K+ 7.97% |
$2.23M - $2.49M
|
346K
$36M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24.9K+ 101.35% |
$2.17M - $2.42M
|
49.4K
$5.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24.1KNew |
$2.1M - $2.34M
|
24.1K
$2.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.6K+ 1.87% |
$1.88M - $2.1M
|
1.18M
$122M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.8K+ 8.8% |
$1.81M - $2.03M
|
257K
$26.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
20K+ 4.64% |
$1.74M - $1.95M
|
451K
$46.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 24.88% |
$1.42M - $1.58M
|
81.5K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.2K+ 4.24% |
$1.33M - $1.48M
|
375K
$39M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.2K+ 38.92% |
$1.33M - $1.48M
|
54.3K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 15.49% |
$1.3M - $1.45M
|
111K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
13.5K+ 18.76% |
$1.18M - $1.31M
|
85.4K
$8.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 32.27% |
$1.13M - $1.26M
|
53.2K
$5.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
11K+ 2.79% |
$962K - $1.07M
|
406K
$42.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
11K+ 10.62% |
$959K - $1.07M
|
115K
$11.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.21K+ 65.81% |
$803K - $897K
|
23.2K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.18KNew |
$801K - $893K
|
9.18K
$955K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9KNew |
$785K - $876K
|
9K
$936K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.6KNew |
$750K - $837K
|
8.6K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.56K+ 3.93% |
$747K - $834K
|
226K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.74K+ 41.8% |
$675K - $754K
|
26.3K
$2.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
6.79K+ 37.17% |
$592K - $661K
|
25K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.72K+ 56.83% |
$587K - $655K
|
18.6K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.65K+ 9.09% |
$580K - $648K
|
79.8K
$8.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.35K+ 4.92% |
$554K - $618K
|
135K
$14.1M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 38.77% |
$549K - $613K
|
22.5K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.01K+ 65.51% |
$524K - $585K
|
15.2K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.47K+ 4.61% |
$477K - $533K
|
124K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.46K+ 5.18% |
$476K - $531K
|
111K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 5.03% |
$468K - $522K
|
112K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.26K+ 4.33% |
$459K - $512K
|
127K
$13.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 4.42% |
$431K - $481K
|
117K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.57K+ 1.35% |
$399K - $445K
|
343K
$35.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.24K+ 8.97% |
$370K - $413K
|
51.5K
$5.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.21K+ 2.26% |
$368K - $410K
|
191K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.17KNew |
$364K - $406K
|
4.17K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.1K+ 62.24% |
$357K - $399K
|
10.7K
$1.11M
|