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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-438- 4.69% |
$38.2K - $42.6K
|
8.9K
$948K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-445- 7.63% |
$38.8K - $43.3K
|
5.39K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-445- 9.45% |
$38.8K - $43.3K
|
4.27K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-452- 1.13% |
$39.4K - $44K
|
39.5K
$4.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-463- 3.22% |
$40.4K - $45.1K
|
13.9K
$1.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-470- 6.43% |
$41K - $45.8K
|
6.84K
$729K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-520- 5.36% |
$45.4K - $50.6K
|
9.18K
$978K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-544- 2.73% |
$47.5K - $53K
|
19.4K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 16.11% |
$48K - $53.6K
|
2.86K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-613- 1.51% |
$53.5K - $59.7K
|
39.9K
$4.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-700- 14.0% |
$61.1K - $68.2K
|
4.3K
$458K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-714- 5.36% |
$62.3K - $69.5K
|
12.6K
$1.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-750- 9.74% |
$65.4K - $73K
|
6.95K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-818- 1.39% |
$71.4K - $79.6K
|
58K
$6.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-823- 1.29% |
$71.8K - $80.1K
|
62.9K
$6.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-828- 8.93% |
$72.2K - $80.6K
|
8.44K
$899K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-875- 44.3% |
$76.3K - $85.2K
|
1.1K
$117K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-919- 17.75% |
$80.2K - $89.5K
|
4.26K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-944- 11.24% |
$82.4K - $91.9K
|
7.45K
$794K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-970- 5.68% |
$84.6K - $94.4K
|
16.1K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1K- 12.12% |
$87.2K - $97.4K
|
7.25K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.02K- 0.49% |
$89K - $99.3K
|
207K
$22.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.08K- 25.39% |
$94K - $105K
|
3.17K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 1.65% |
$97.4K - $109K
|
66.4K
$7.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 26.26% |
$102K - $113K
|
3.27K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 7.52% |
$103K - $114K
|
14.4K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.19K- 14.7% |
$104K - $116K
|
6.9K
$736K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.78% |
$104K - $116K
|
65.8K
$7.02M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 6.36% |
$125K - $140K
|
21.1K
$2.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Gpwm LLC
|
SELL
|
- |
-1.52K- 3.93% |
$132K - $148K
|
37.1K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.62K- 34.88% |
$142K - $158K
|
3.03K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.74K- 3.33% |
$152K - $170K
|
50.7K
$5.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 41.65% |
$163K - $182K
|
2.62K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.05K- 16.87% |
$179K - $200K
|
10.1K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.1K- 2.01% |
$183K - $205K
|
103K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.12K- 0.54% |
$185K - $206K
|
388K
$41.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.17K- 18.48% |
$189K - $211K
|
9.58K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.28K- 25.91% |
$199K - $222K
|
6.52K
$694K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.41K- 19.1% |
$210K - $235K
|
10.2K
$1.09M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.51K- 1.24% |
$219K - $245K
|
199K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.54K- 4.0% |
$221K - $247K
|
60.9K
$6.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.63K- 6.51% |
$230K - $256K
|
37.8K
$4.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.91K- 10.44% |
$254K - $284K
|
25K
$2.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.05K- 18.59% |
$266K - $297K
|
13.4K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3.38K- 4.87% |
$295K - $329K
|
66K
$7.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.47K- 4.41% |
$303K - $338K
|
75.3K
$8.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.55K- 46.92% |
$309K - $345K
|
4.01K
$427K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.78K- 9.98% |
$330K - $368K
|
34.1K
$3.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.79K- 44.85% |
$330K - $369K
|
4.66K
$496K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.94K- 4.78% |
$344K - $384K
|
78.6K
$8.37M
|