Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.11K+ 16.16% |
$424K - $476K
|
36.7K
$3.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 4.73% |
$420K - $470K
|
112K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.9K+ 81.25% |
$407K - $456K
|
10.9K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.53K+ 79.07% |
$376K - $422K
|
10.2K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.52K+ 4.42% |
$376K - $421K
|
107K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
4.51K+ 3.7% |
$375K - $420K
|
126K
$13.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.39K+ 88.74% |
$365K - $409K
|
9.34K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.25KNew |
$353K - $396K
|
4.25K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.04KNew |
$336K - $376K
|
4.04K
$435K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
3.96K+ 2.97% |
$329K - $369K
|
137K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.84K+ 72.11% |
$320K - $358K
|
9.17K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.34K+ 1.0% |
$278K - $311K
|
338K
$36.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
3.26K+ 11.4% |
$271K - $304K
|
31.9K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.26KNew |
$271K - $304K
|
3.26K
$352K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.13K+ 35.94% |
$260K - $292K
|
11.8K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.08K+ 57.63% |
$256K - $287K
|
8.42K
$908K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.01KNew |
$250K - $280K
|
3.01K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.87KNew |
$239K - $267K
|
2.87K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.79KNew |
$232K - $260K
|
2.79K
$300K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78KNew |
$231K - $259K
|
2.78K
$300K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.72KNew |
$226K - $253K
|
2.72K
$293K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.68KNew |
$223K - $250K
|
2.68K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.59KNew |
$215K - $241K
|
2.59K
$279K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.56KNew |
$213K - $238K
|
2.56K
$276K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.48K+ 6.51% |
$206K - $231K
|
40.5K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 47.47% |
$199K - $223K
|
7.43K
$801K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.33KNew |
$193K - $217K
|
2.33K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$191K - $214K
|
2.3K
$247K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2.25KNew |
$187K - $210K
|
2.25K
$243K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.25KNew |
$187K - $210K
|
2.25K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.22K+ 3.62% |
$184K - $206K
|
63.4K
$6.84M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.12K+ 27.92% |
$176K - $197K
|
9.7K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.02K+ 14.82% |
$168K - $188K
|
15.6K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.86K+ 2.41% |
$154K - $173K
|
78.8K
$8.49M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 8.55% |
$134K - $150K
|
20.5K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.53K+ 12.07% |
$127K - $143K
|
14.2K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.49K+ 51.1% |
$124K - $139K
|
4.4K
$475K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.45K+ 15.53% |
$121K - $135K
|
10.8K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.37K+ 13.09% |
$114K - $128K
|
11.8K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.37K+ 7.37% |
$114K - $127K
|
19.9K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 2.94% |
$112K - $126K
|
47.3K
$5.1M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.32K+ 8.96% |
$110K - $123K
|
16K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.3K+ 1.81% |
$108K - $121K
|
73.1K
$7.89M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.18K+ 6.61% |
$98.1K - $110K
|
19K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.15K+ 28.87% |
$95.3K - $107K
|
5.12K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.13K+ 1.09% |
$94.3K - $106K
|
105K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.07K+ 8.15% |
$89.2K - $100K
|
14.2K
$1.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.02K+ 17.14% |
$85.1K - $95.4K
|
7K
$754K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
963+ 4.51% |
$80.1K - $89.7K
|
22.3K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
952+ 8.01% |
$79.1K - $88.7K
|
12.8K
$1.38M
|