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 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 0.25% |
$3.31K - $3.6K
|
13K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
32+ 0.27% |
$3.21K - $3.49K
|
12.1K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30New |
$3.01K - $3.27K
|
30
$3.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
28New |
$2.81K - $3.05K
|
28
$3.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
28+ 0.06% |
$2.81K - $3.05K
|
46.8K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
27+ 0.84% |
$2.7K - $2.95K
|
3.23K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.16% |
$2.5K - $2.73K
|
15.5K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$2.5K - $2.73K
|
25
$2.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 7.84% |
$2.5K - $2.73K
|
344
$40.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21+ 1.2% |
$2.1K - $2.29K
|
1.77K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 13.91% |
$2.1K - $2.29K
|
172
$20.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.27% |
$2K - $2.18K
|
7.32K
$867K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.11% |
$1.8K - $1.96K
|
16.1K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 3.49% |
$1.8K - $1.96K
|
534
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
18+ 0.33% |
$1.8K - $1.96K
|
5.49K
$651K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.14% |
$1.6K - $1.75K
|
11.9K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.28% |
$1.3K - $1.42K
|
4.73K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12+ 14.12% |
$1.2K - $1.31K
|
97
$11.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.26% |
$1.1K - $1.2K
|
4.23K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.25% |
$1K - $1.09K
|
3.95K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 0.16% |
$902 - $982
|
5.65K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.22% |
$902 - $982
|
4.1K
$486K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 0.25% |
$902 - $982
|
3.59K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.27% |
$801 - $873
|
2.99K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.27% |
$801 - $873
|
2.96K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$801 - $873
|
3.43K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8+ 0.28% |
$801 - $873
|
2.82K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$701 - $764
|
6.34K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 0.15% |
$701 - $764
|
4.59K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$701 - $764
|
2.73K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.28% |
$601 - $655
|
2.16K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6+ 0.2% |
$601 - $655
|
2.97K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.25% |
$501 - $546
|
1.98K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$501 - $546
|
2.77K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4New |
$401 - $436
|
4
$474
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$401 - $436
|
4.28K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4+ 0.11% |
$401 - $436
|
3.53K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 1.36% |
$401 - $436
|
298
$35.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 0.18% |
$301 - $327
|
1.64K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.06% |
$301 - $327
|
5.06K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2+ 0.05% |
$200 - $218
|
4.02K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.07% |
$200 - $218
|
2.84K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2+ 0.05% |
$200 - $218
|
4.19K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2+ 0.09% |
$200 - $218
|
2.23K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.3% |
$200 - $218
|
679
$80.5K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$200 - $218
|
27.6K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$100 - $109
|
353
$41.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
$100 - $109
|
29
$3.44K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$100 - $109
|
246
$29.2K
|