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 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
117+ 1.52% |
$9.73K - $10.9K
|
7.83K
$834K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
115+ 1.6% |
$9.56K - $10.7K
|
7.32K
$780K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
113New |
$9.39K - $10.5K
|
113
$12K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
112+ 0.46% |
$9.31K - $10.4K
|
24.4K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
112+ 0.89% |
$9.31K - $10.4K
|
12.7K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
100+ 3.48% |
$8.31K - $9.32K
|
2.98K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 0.94% |
$8.31K - $9.32K
|
10.7K
$1.14M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
97+ 10.53% |
$8.06K - $9.04K
|
1.02K
$108K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
95+ 2.92% |
$7.9K - $8.85K
|
3.35K
$357K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
93+ 0.97% |
$7.73K - $8.67K
|
9.72K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
85+ 2.03% |
$7.07K - $7.92K
|
4.28K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
83New |
$6.9K - $7.73K
|
83
$8.84K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
79+ 2.37% |
$6.57K - $7.36K
|
3.41K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
74+ 48.05% |
$6.15K - $6.9K
|
228
$24.3K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
60+ 0.12% |
$4.99K - $5.59K
|
50.5K
$5.38M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
59+ 2.03% |
$4.91K - $5.5K
|
2.97K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 24.68% |
$4.74K - $5.31K
|
288
$30.7K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
55+ 0.66% |
$4.57K - $5.13K
|
8.42K
$897K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
53+ 1.06% |
$4.41K - $4.94K
|
5.04K
$537K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
53+ 5.5% |
$4.41K - $4.94K
|
1.02K
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
50+ 0.44% |
$4.16K - $4.66K
|
11.4K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 50.0% |
$4.16K - $4.66K
|
150
$16K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
44+ 0.88% |
$3.66K - $4.1K
|
5.05K
$538K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
43New |
$3.58K - $4.01K
|
43
$4.58K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41+ 0.34% |
$3.41K - $3.82K
|
12.1K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
29+ 0.24% |
$2.41K - $2.7K
|
12K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
28+ 1.18% |
$2.33K - $2.61K
|
2.41K
$257K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.26% |
$2.16K - $2.42K
|
10.1K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24+ 0.33% |
$2K - $2.24K
|
7.26K
$774K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24+ 0.24% |
$2K - $2.24K
|
10.1K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18+ 0.63% |
$1.5K - $1.68K
|
2.88K
$306K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
16+ 0.33% |
$1.33K - $1.49K
|
4.86K
$518K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.13% |
$1.33K - $1.49K
|
12.1K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
15+ 0.05% |
$1.25K - $1.4K
|
31.9K
$3.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
15+ 0.13% |
$1.25K - $1.4K
|
11.8K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.3K
|
5.72K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14+ 0.54% |
$1.16K - $1.3K
|
2.58K
$275K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
12+ 0.24% |
$998 - $1.12K
|
4.96K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
11+ 0.24% |
$915 - $1.03K
|
4.67K
$498K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$748 - $839
|
7.56K
$805K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.27% |
$665 - $746
|
3.02K
$322K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
8+ 0.03% |
$665 - $746
|
30.4K
$3.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.23% |
$665 - $746
|
3.56K
$379K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.23% |
$665 - $746
|
3.56K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$582 - $652
|
3.06K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.25% |
$582 - $652
|
2.8K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
7+ 0.08% |
$582 - $652
|
8.8K
$937K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7+ 0.17% |
$582 - $652
|
4.2K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.04% |
$499 - $559
|
15.1K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.25% |
$499 - $559
|
2.42K
$258K
|