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 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-843- 1.13% |
$84.5K - $92K
|
73.9K
$7.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-853- 7.47% |
$85.5K - $93.1K
|
10.6K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-901- 1.95% |
$90.3K - $98.3K
|
45.3K
$4.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-917- 0.45% |
$91.9K - $100K
|
205K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-964- 0.23% |
$96.6K - $105K
|
420K
$40.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-970- 5.98% |
$97.2K - $106K
|
15.2K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-996- 2.17% |
$99.8K - $109K
|
44.9K
$4.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1K- 2.73% |
$100K - $109K
|
35.6K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.15K- 23.09% |
$115K - $125K
|
3.83K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 31.16% |
$116K - $126K
|
2.55K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.16K- 5.43% |
$116K - $127K
|
20.2K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.17K- 37.65% |
$117K - $127K
|
1.93K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.25K- 16.47% |
$125K - $137K
|
6.35K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.33K- 33.34% |
$133K - $145K
|
2.66K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.35K- 3.07% |
$136K - $148K
|
42.7K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 19.07% |
$161K - $176K
|
6.84K
$667K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.62K- 9.27% |
$162K - $177K
|
15.9K
$1.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.76K- 14.04% |
$176K - $192K
|
10.8K
$1.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.84K- 0.4% |
$184K - $201K
|
456K
$44.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 24.93% |
$186K - $203K
|
5.6K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.89K- 0.75% |
$189K - $206K
|
251K
$24.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 9.89% |
$212K - $231K
|
19.3K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.24K- 14.1% |
$224K - $244K
|
13.6K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.35K- 3.79% |
$236K - $257K
|
59.6K
$5.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43K- 1.0% |
$244K - $265K
|
242K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.6K- 5.16% |
$261K - $284K
|
47.9K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.63K- 4.54% |
$263K - $287K
|
55.2K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 38.69% |
$280K - $305K
|
4.43K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.92K- 8.39% |
$293K - $319K
|
31.9K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.94K- 3.21% |
$295K - $321K
|
88.7K
$8.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-3.14K- 12.16% |
$315K - $343K
|
22.7K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.16K- 2.88% |
$317K - $345K
|
107K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 9.44% |
$318K - $347K
|
30.5K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.4K- 1.81% |
$341K - $371K
|
184K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.4K- 3.43% |
$341K - $371K
|
95.7K
$9.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.58K- 31.17% |
$358K - $390K
|
7.89K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.61K- 1.73% |
$362K - $394K
|
205K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.62K- 18.88% |
$363K - $395K
|
15.6K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.81K- 15.83% |
$382K - $416K
|
20.3K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 5.92% |
$382K - $416K
|
60.6K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.37K- 2.04% |
$438K - $477K
|
210K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4.51K- 2.65% |
$451K - $492K
|
165K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.57K- 32.43% |
$458K - $499K
|
9.52K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.2K- 8.63% |
$521K - $567K
|
55.1K
$5.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.56K- 9.87% |
$556K - $606K
|
50.7K
$4.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.2K- 45.51% |
$822K - $895K
|
9.82K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.49K- 2.01% |
$851K - $927K
|
414K
$40.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.19K- 68.3% |
$921K - $1M
|
4.27K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3K- 14.67% |
$1.03M - $1.12M
|
59.8K
$5.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12K- 84.6% |
$1.2M - $1.31M
|
2.19K
$213K
|