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 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
924+ 5.66% |
$76.8K - $86.1K
|
17.3K
$1.84M
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
850+ 3.76% |
$70.7K - $79.2K
|
23.4K
$2.5M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
847+ 3.58% |
$70.4K - $78.9K
|
24.5K
$2.61M
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
791New |
$65.8K - $73.7K
|
791
$84.3K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
662+ 16.02% |
$55K - $61.7K
|
4.79K
$511K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
657+ 1.71% |
$54.6K - $61.2K
|
39.1K
$4.16M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
610+ 312.82% |
$50.7K - $56.8K
|
805
$85.8K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
586+ 9.46% |
$48.7K - $54.6K
|
6.78K
$722K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
582+ 4.31% |
$48.4K - $54.2K
|
14.1K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
582New |
$48.4K - $54.2K
|
582
$62K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
550+ 23.36% |
$45.7K - $51.3K
|
2.9K
$309K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
539+ 1.84% |
$44.8K - $50.2K
|
29.8K
$3.17M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
530+ 0.17% |
$44.1K - $49.4K
|
315K
$33.6M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
517+ 30.04% |
$43K - $48.2K
|
2.24K
$238K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
512New |
$42.6K - $47.7K
|
512
$54.6K
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
509+ 14.09% |
$42.3K - $47.4K
|
4.12K
$439K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
477+ 8.91% |
$39.7K - $44.5K
|
5.83K
$621K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
475+ 10.3% |
$39.5K - $44.3K
|
5.09K
$542K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
463+ 1.19% |
$38.5K - $43.1K
|
39.5K
$4.21M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
455+ 17.85% |
$37.8K - $42.4K
|
3K
$320K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
445New |
$37K - $41.5K
|
445
$47.4K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
432+ 7.03% |
$35.9K - $40.3K
|
6.58K
$701K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
416+ 2.49% |
$34.6K - $38.8K
|
17.1K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
398+ 0.8% |
$33.1K - $37.1K
|
50.3K
$5.36M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
390+ 8.51% |
$32.4K - $36.3K
|
4.97K
$530K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
380New |
$31.6K - $35.4K
|
380
$40.5K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
379+ 0.82% |
$31.5K - $35.3K
|
46.3K
$4.94M
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
375+ 6.46% |
$31.2K - $34.9K
|
6.18K
$658K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
375+ 5.02% |
$31.2K - $34.9K
|
7.84K
$835K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
366+ 19.06% |
$30.4K - $34.1K
|
2.29K
$244K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
310+ 1.47% |
$25.8K - $28.9K
|
21.4K
$2.28M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 6.36% |
$25.1K - $28.1K
|
5.05K
$538K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
300+ 0.93% |
$24.9K - $28K
|
32.5K
$3.47M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
272+ 3.21% |
$22.6K - $25.3K
|
8.73K
$931K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
266New |
$22.1K - $24.8K
|
266
$28.3K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
265+ 5.96% |
$22K - $24.7K
|
4.71K
$502K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
258+ 0.36% |
$21.5K - $24K
|
71.9K
$7.67M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
248+ 4.87% |
$20.6K - $23.1K
|
5.34K
$569K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
239+ 1.49% |
$19.9K - $22.3K
|
16.3K
$1.74M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
237New |
$19.7K - $22.1K
|
237
$25.3K
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
205+ 8.06% |
$17K - $19.1K
|
2.75K
$293K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
200+ 6.49% |
$16.6K - $18.6K
|
3.28K
$349K
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
197+ 0.06% |
$16.4K - $18.4K
|
321K
$34.2M
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
196+ 72.32% |
$16.3K - $18.3K
|
467
$49.8K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
194+ 3.47% |
$16.1K - $18.1K
|
5.78K
$616K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
178+ 0.55% |
$14.8K - $16.6K
|
32.3K
$3.44M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
172+ 0.62% |
$14.3K - $16K
|
27.9K
$2.97M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
152+ 3.25% |
$12.6K - $14.2K
|
4.83K
$514K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
142+ 13.88% |
$11.8K - $13.2K
|
1.17K
$124K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
138+ 2.24% |
$11.5K - $12.9K
|
6.29K
$671K
|