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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10K+ 13.75% |
$723K - $858K
|
83.1K
$8.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
9.84K+ 10.16% |
$708K - $841K
|
107K
$11.1M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.74KNew |
$700K - $831K
|
9.74K
$1.01M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9.2K+ 3.76% |
$662K - $786K
|
254K
$26.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
9KNew |
$648K - $769K
|
9K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.7K+ 3.93% |
$626K - $743K
|
230K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.67K+ 40.49% |
$624K - $741K
|
30.1K
$3.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
7.95K+ 722.27% |
$572K - $679K
|
9.05K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.18KNew |
$516K - $613K
|
7.18K
$747K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6.9K+ 18.5% |
$496K - $589K
|
44.2K
$4.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.82KNew |
$490K - $582K
|
6.82K
$709K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.55K+ 58.11% |
$471K - $559K
|
17.8K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.38K+ 10.74% |
$459K - $545K
|
65.8K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.27K+ 2.09% |
$451K - $535K
|
306K
$31.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
6.18KNew |
$444K - $528K
|
6.18K
$643K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.11K+ 22.16% |
$439K - $522K
|
33.7K
$3.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
5.95KNew |
$428K - $508K
|
5.95K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.94K+ 12.77% |
$428K - $508K
|
52.5K
$5.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.36K+ 34.49% |
$385K - $458K
|
20.9K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
5.05KNew |
$363K - $431K
|
5.05K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.05K+ 19.01% |
$363K - $431K
|
31.6K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.04KNew |
$362K - $430K
|
5.04K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
5.04KNew |
$362K - $430K
|
5.04K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.99K+ 18.4% |
$359K - $426K
|
32.1K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 5.13% |
$358K - $425K
|
102K
$10.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.77K+ 20.76% |
$343K - $407K
|
27.7K
$2.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.65K+ 6.26% |
$334K - $397K
|
78.8K
$8.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.58KNew |
$330K - $391K
|
4.58K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.57KNew |
$328K - $390K
|
4.57K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.46K+ 5.58% |
$321K - $381K
|
84.2K
$8.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
4.3K+ 24.39% |
$309K - $367K
|
21.9K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 60.61% |
$288K - $342K
|
10.6K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
3.97KNew |
$286K - $339K
|
3.97K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.94KNew |
$283K - $336K
|
3.94K
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$266K - $316K
|
3.7K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.61KNew |
$260K - $309K
|
3.61K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 5.14% |
$248K - $294K
|
70.4K
$7.32M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.3KNew |
$237K - $282K
|
3.3K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.3KNew |
$237K - $282K
|
3.3K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.25K+ 20.8% |
$234K - $277K
|
18.9K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.19K+ 1.73% |
$230K - $273K
|
187K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.06K+ 99.06% |
$220K - $261K
|
6.15K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.05KNew |
$219K - $261K
|
3.05K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.02K+ 74.68% |
$218K - $258K
|
7.07K
$736K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.98K+ 14.41% |
$215K - $255K
|
23.7K
$2.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.91KNew |
$210K - $249K
|
2.91K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
2.79KNew |
$201K - $239K
|
2.79K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.73KNew |
$196K - $233K
|
2.73K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.7K+ 2.28% |
$194K - $230K
|
121K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.66KNew |
$191K - $227K
|
2.66K
$276K
|