Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.5M+ 19.77% |
$108M - $128M
|
9.11M
$948M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
689KNew |
$49.5M - $58.8M
|
689K
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
256K+ 6943.24% |
$18.4M - $21.9M
|
260K
$27.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
190K+ 635.82% |
$13.7M - $16.2M
|
220K
$22.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
144KNew |
$10.4M - $12.3M
|
144K
$15M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
123KNew |
$8.86M - $10.5M
|
123K
$12.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
122KNew |
$8.76M - $10.4M
|
122K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
120KNew |
$8.65M - $10.3M
|
120K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.44M - $8.83M
|
103K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
97.2KNew |
$6.99M - $8.3M
|
97.2K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71.5K+ 43.98% |
$5.14M - $6.11M
|
234K
$24.3M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
71.1KNew |
$5.11M - $6.07M
|
71.1K
$7.39M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
64.2KNew |
$4.62M - $5.48M
|
64.2K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
55.6K+ 200.47% |
$4M - $4.75M
|
83.3K
$8.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
55.4K+ 6.26% |
$3.99M - $4.73M
|
941K
$97.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.8K+ 4.38% |
$3.51M - $4.17M
|
1.16M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 218.21% |
$3.39M - $4.02M
|
68.7K
$7.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.3K+ 5.71% |
$3.33M - $3.96M
|
858K
$89.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
43KNew |
$3.09M - $3.67M
|
43K
$4.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.7K+ 108.89% |
$2.85M - $3.39M
|
76.1K
$7.92M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.3KNew |
$2.83M - $3.36M
|
39.3K
$4.09M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
37.5K+ 38.45% |
$2.7M - $3.21M
|
135K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
36.9KNew |
$2.66M - $3.15M
|
36.9K
$3.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
34.1K+ 9.25% |
$2.45M - $2.91M
|
403K
$41.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.7K+ 17.67% |
$2.35M - $2.79M
|
217K
$22.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.6K+ 19.16% |
$2.34M - $2.78M
|
203K
$21.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
32.5KNew |
$2.34M - $2.77M
|
32.5K
$3.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
29.1KNew |
$2.09M - $2.48M
|
29.1K
$3.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.9K+ 13.28% |
$1.86M - $2.21M
|
221K
$23M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.4K+ 3.05% |
$1.82M - $2.17M
|
858K
$89.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
24.9K+ 36.86% |
$1.79M - $2.13M
|
92.5K
$9.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
24.7KNew |
$1.78M - $2.11M
|
24.7K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
24.7K+ 8.34% |
$1.78M - $2.11M
|
321K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 4.65% |
$1.53M - $1.82M
|
480K
$49.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.5KNew |
$1.4M - $1.67M
|
19.5K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
19.3K+ 36.87% |
$1.39M - $1.65M
|
71.8K
$7.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19K+ 118.99% |
$1.37M - $1.62M
|
34.9K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.4K+ 5.8% |
$1.32M - $1.57M
|
335K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
17.7KNew |
$1.27M - $1.51M
|
17.7K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17.1KNew |
$1.23M - $1.46M
|
17.1K
$1.78M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
16KNew |
$1.15M - $1.36M
|
16K
$1.66M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.14M - $1.36M
|
15.9K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.14M - $1.36M
|
15.9K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.7K+ 16.43% |
$1.06M - $1.26M
|
104K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14.5K+ 6.08% |
$1.05M - $1.24M
|
254K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
14.3KNew |
$1.03M - $1.22M
|
14.3K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
12.7KNew |
$913K - $1.08M
|
12.7K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12.1KNew |
$869K - $1.03M
|
12.1K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
11.2K+ 41.75% |
$803K - $954K
|
37.9K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 6.34% |
$764K - $907K
|
178K
$18.5M
|