Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42+ 0.9% |
$3.84K - $4.27K
|
4.71K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 23.03% |
$3.47K - $3.86K
|
203
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 1.33% |
$3.38K - $3.76K
|
2.81K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37+ 0.59% |
$3.38K - $3.76K
|
6.33K
$629K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 6.29% |
$3.29K - $3.66K
|
608
$60.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
34+ 0.28% |
$3.11K - $3.46K
|
12.1K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
34+ 0.26% |
$3.11K - $3.46K
|
13K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33+ 0.91% |
$3.02K - $3.35K
|
3.65K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.21% |
$2.92K - $3.25K
|
15.2K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 13.25% |
$2.83K - $3.15K
|
265
$26.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.29% |
$2.74K - $3.05K
|
10.4K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
25+ 0.88% |
$2.28K - $2.54K
|
2.85K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.19K - $2.44K
|
8.66K
$860K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.28% |
$1.74K - $1.93K
|
6.78K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
17+ 0.14% |
$1.55K - $1.73K
|
11.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.13% |
$1.46K - $1.63K
|
12.8K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
13+ 0.28% |
$1.19K - $1.32K
|
4.7K
$467K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$1.1K - $1.22K
|
12
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.15% |
$1.01K - $1.12K
|
7.46K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.13% |
$1.01K - $1.12K
|
8.45K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.27% |
$1.01K - $1.12K
|
4.06K
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.28% |
$914 - $1.02K
|
3.58K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$914 - $1.02K
|
3.7K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 0.28% |
$914 - $1.02K
|
3.58K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
10+ 0.04% |
$914 - $1.02K
|
25.8K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.3% |
$822 - $915
|
2.98K
$296K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 0.3% |
$731 - $813
|
2.71K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.29% |
$731 - $813
|
2.77K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8+ 0.29% |
$731 - $813
|
2.81K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$731 - $813
|
3.42K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.78% |
$731 - $813
|
1.03K
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.17% |
$731 - $813
|
4.61K
$458K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.27% |
$731 - $813
|
2.96K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$640 - $712
|
2.72K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7+ 0.29% |
$640 - $712
|
2.43K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 0.15% |
$640 - $712
|
4.59K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7+ 0.09% |
$640 - $712
|
7.85K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.28% |
$548 - $610
|
2.15K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.27% |
$548 - $610
|
2.2K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5+ 0.14% |
$457 - $508
|
3.52K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$457 - $508
|
4.27K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.0% |
$457 - $508
|
207K
$20.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.2% |
$457 - $508
|
2.46K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3+ 0.01% |
$274 - $305
|
31.6K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.3% |
$183 - $203
|
677
$67.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$183 - $203
|
2.26K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$91.4 - $102
|
4.19K
$416K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$91.4 - $102
|
1.75K
$174K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$91.4 - $102
|
436
$43.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$91.4 - $102
|
245
$24.3K
|