Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.49K- 2.01% |
$851K - $927K
|
414K
$43.5M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.19K- 68.3% |
$921K - $1M
|
4.27K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3K- 14.67% |
$1.03M - $1.12M
|
59.8K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12K- 84.6% |
$1.2M - $1.31M
|
2.19K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-12.5K- 8.79% |
$1.25M - $1.36M
|
130K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-13.1K- 39.14% |
$1.31M - $1.42M
|
20.3K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.5K- 15.96% |
$1.45M - $1.58M
|
76.3K
$8.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28.2K- 21.45% |
$2.82M - $3.07M
|
103K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-32K- 7.79% |
$3.21M - $3.49M
|
379K
$39.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-34K- 8.65% |
$3.4M - $3.71M
|
359K
$37.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-36.9K- 20.11% |
$3.69M - $4.02M
|
146K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.4K- 14.67% |
$5.25M - $5.72M
|
305K
$32M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-94.9K- 78.68% |
$9.51M - $10.4M
|
25.7K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Visa Foundation
|
SELL
|
- |
-95K- 5.52% |
$9.52M - $10.4M
|
1.63M
$171M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.7M- 98.44% |
$170M - $185M
|
26.9K
$2.82M
|