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 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-65- 0.27% |
$5.67K - $6.33K
|
24.3K
$2.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-68- 1.53% |
$5.93K - $6.62K
|
4.37K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-74- 1.0% |
$6.46K - $7.21K
|
7.35K
$765K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 0.75% |
$6.89K - $7.69K
|
10.5K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-82- 1.65% |
$7.15K - $7.98K
|
4.89K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-84- 10.08% |
$7.33K - $8.18K
|
749
$77.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-99- 2.82% |
$8.64K - $9.64K
|
3.42K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 0.25% |
$8.72K - $9.74K
|
39.3K
$4.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-101- 3.96% |
$8.81K - $9.83K
|
2.45K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-109- 5.8% |
$9.51K - $10.6K
|
1.77K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-114- 1.37% |
$9.95K - $11.1K
|
8.2K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-120- 1.18% |
$10.5K - $11.7K
|
10.1K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-125- 1.24% |
$10.9K - $12.2K
|
9.92K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-126- 0.21% |
$11K - $12.3K
|
58.7K
$6.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-129- 4.69% |
$11.3K - $12.6K
|
2.62K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-129- 1.08% |
$11.3K - $12.6K
|
11.8K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-150- 1.58% |
$13.1K - $14.6K
|
9.32K
$970K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-150- 0.32% |
$13.1K - $14.6K
|
46.2K
$4.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-151- 0.34% |
$13.2K - $14.7K
|
44K
$4.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-169- 0.69% |
$14.7K - $16.5K
|
24.3K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-173- 1.22% |
$15.1K - $16.8K
|
14.1K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-177- 6.16% |
$15.4K - $17.2K
|
2.7K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-181- 2.37% |
$15.8K - $17.6K
|
7.46K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.56% |
$17.4K - $19.5K
|
2.85K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-207- 2.96% |
$18.1K - $20.2K
|
6.79K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 9.43% |
$18.1K - $20.3K
|
2K
$208K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-211- 2.39% |
$18.4K - $20.5K
|
8.63K
$898K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-228- 0.52% |
$19.9K - $22.2K
|
43.8K
$4.55M
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-230- 8.79% |
$20.1K - $22.4K
|
2.39K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-232- 7.72% |
$20.2K - $22.6K
|
2.77K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-232- 9.57% |
$20.2K - $22.6K
|
2.19K
$228K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-237- 7.35% |
$20.7K - $23.1K
|
2.99K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-251- 21.55% |
$21.9K - $24.4K
|
914
$95.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-252- 9.7% |
$22K - $24.5K
|
2.35K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-257- 4.37% |
$22.4K - $25K
|
5.62K
$585K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-300- 3.56% |
$26.2K - $29.2K
|
8.12K
$845K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-301- 0.94% |
$26.3K - $29.3K
|
31.6K
$3.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-324- 1.22% |
$28.3K - $31.5K
|
26.2K
$2.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-354- 3.7% |
$30.9K - $34.5K
|
9.2K
$957K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-354- 13.77% |
$30.9K - $34.5K
|
2.22K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-357- 2.11% |
$31.1K - $34.8K
|
16.5K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-375- 4.78% |
$32.7K - $36.5K
|
7.47K
$777K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-381- 3.8% |
$33.2K - $37.1K
|
9.66K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
SELL
|
- |
-392- 1.85% |
$34.2K - $38.2K
|
20.8K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-397- 8.63% |
$34.6K - $38.7K
|
4.2K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 6.47% |
$34.9K - $38.9K
|
5.78K
$601K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-408- 3.83% |
$35.6K - $39.7K
|
10.3K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-410- 9.4% |
$35.8K - $39.9K
|
3.95K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-413- 5.0% |
$36K - $40.2K
|
7.84K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-418- 0.49% |
$36.5K - $40.7K
|
85.7K
$8.91M
|