Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.04K+ 6.38% |
$90.8K - $101K
|
17.4K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.03K+ 24.84% |
$89.6K - $100K
|
5.16K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
953+ 11.69% |
$83.1K - $92.8K
|
9.1K
$970K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
949+ 2.92% |
$82.8K - $92.4K
|
33.5K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
936+ 1.82% |
$81.7K - $91.1K
|
52.4K
$5.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
817New |
$71.3K - $79.6K
|
817
$87.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
683+ 5.19% |
$59.6K - $66.5K
|
13.8K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
676+ 0.54% |
$59K - $65.8K
|
127K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
641+ 10.54% |
$55.9K - $62.4K
|
6.72K
$716K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
591+ 20.35% |
$51.6K - $57.5K
|
3.5K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
589+ 0.27% |
$51.4K - $57.4K
|
217K
$23.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
567+ 1.86% |
$49.5K - $55.2K
|
31K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
562+ 1.81% |
$49K - $54.7K
|
31.6K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
545+ 14.89% |
$47.5K - $53.1K
|
4.21K
$448K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
497+ 14.25% |
$43.4K - $48.4K
|
3.98K
$424K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
497+ 10.37% |
$43.4K - $48.4K
|
5.29K
$564K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
460+ 9.46% |
$40.1K - $44.8K
|
5.32K
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
455+ 13.87% |
$39.7K - $44.3K
|
3.74K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
447+ 13.71% |
$39K - $43.5K
|
3.71K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
430+ 15.44% |
$37.5K - $41.9K
|
3.22K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
428+ 0.35% |
$37.3K - $41.7K
|
123K
$13.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
410+ 17.85% |
$35.8K - $39.9K
|
2.71K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
400New |
$34.9K - $38.9K
|
400
$42.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
398+ 7.56% |
$34.7K - $38.8K
|
5.66K
$603K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
393+ 13.02% |
$34.3K - $38.3K
|
3.41K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
391+ 2.45% |
$34.1K - $38.1K
|
16.4K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
365+ 243.33% |
$31.8K - $35.5K
|
515
$54.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
359+ 1.2% |
$31.3K - $35K
|
30.2K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
338+ 0.92% |
$29.5K - $32.9K
|
37K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
338+ 6.69% |
$29.5K - $32.9K
|
5.39K
$574K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
303+ 0.45% |
$26.4K - $29.5K
|
68.3K
$7.28M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
288+ 3.89% |
$25.1K - $28K
|
7.68K
$819K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
281+ 8.68% |
$24.5K - $27.4K
|
3.52K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
276+ 5.86% |
$24.1K - $26.9K
|
4.99K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
267+ 6.06% |
$23.3K - $26K
|
4.67K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
265New |
$23.1K - $25.8K
|
265
$28.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
257+ 2.55% |
$22.4K - $25K
|
10.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
251+ 1.96% |
$21.9K - $24.4K
|
13.1K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
250+ 2.2% |
$21.8K - $24.3K
|
11.6K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
239+ 4.7% |
$20.9K - $23.3K
|
5.32K
$567K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
234New |
$20.4K - $22.8K
|
234
$24.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
231New |
$20.2K - $22.5K
|
231
$24.6K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
219New |
$19.1K - $21.3K
|
219
$23.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
203+ 2.8% |
$17.7K - $19.8K
|
7.46K
$795K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
200+ 43.01% |
$17.4K - $19.5K
|
665
$70.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
188+ 1.95% |
$16.4K - $18.3K
|
9.82K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
187+ 0.84% |
$16.3K - $18.2K
|
22.5K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
185+ 1.21% |
$16.1K - $18K
|
15.5K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
184+ 3.21% |
$16.1K - $17.9K
|
5.91K
$630K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
179+ 3.71% |
$15.6K - $17.4K
|
5K
$533K
|