Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
198K+ 2019.52% |
$18.1M - $20.2M
|
208K
$22.4M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
155K+ 67170.13% |
$14.2M - $15.8M
|
155K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
99.2K+ 9.17% |
$9.06M - $10.1M
|
1.18M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
93.3KNew |
$8.52M - $9.48M
|
93.3K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
71.8K+ 22.38% |
$6.56M - $7.3M
|
393K
$42.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
61.1K+ 55.09% |
$5.58M - $6.21M
|
172K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9KNew |
$5.38M - $5.99M
|
58.9K
$6.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.1K+ 4.6% |
$4.95M - $5.5M
|
1.23M
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
48.6K+ 17.25% |
$4.44M - $4.94M
|
330K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
47.8K+ 12.75% |
$4.37M - $4.86M
|
423K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
46.7KNew |
$4.27M - $4.75M
|
46.7K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.2K+ 12.61% |
$3.95M - $4.39M
|
386K
$41.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.3K+ 20.38% |
$3.78M - $4.2M
|
244K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
37.6K+ 69.65% |
$3.44M - $3.83M
|
91.7K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.2K+ 39.71% |
$2.85M - $3.17M
|
110K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29.7K+ 960.6% |
$2.71M - $3.02M
|
32.8K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29K+ 96.07% |
$2.65M - $2.95M
|
59.1K
$6.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.96M - $2.18M
|
21.4K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 27.99% |
$1.7M - $1.89M
|
85K
$9.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$1.65M - $1.84M
|
18.1K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
17.2K+ 20.62% |
$1.57M - $1.75M
|
101K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 8.04% |
$1.48M - $1.64M
|
217K
$23.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 8.04% |
$1.48M - $1.64M
|
217K
$23.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16.1KNew |
$1.47M - $1.64M
|
16.1K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.8K+ 29.19% |
$1.45M - $1.61M
|
70.1K
$7.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
13.7K+ 197.42% |
$1.25M - $1.39M
|
20.6K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.4K+ 11.68% |
$1.22M - $1.36M
|
128K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13.4KNew |
$1.22M - $1.36M
|
13.4K
$1.44M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
13.2K+ 6.6% |
$1.2M - $1.34M
|
213K
$22.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
12.6K+ 60.73% |
$1.15M - $1.28M
|
33.4K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 11.07% |
$1.12M - $1.25M
|
123K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 22.73% |
$1.11M - $1.23M
|
65.3K
$7.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
11.9K+ 7.88% |
$1.09M - $1.21M
|
163K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
11.6K+ 3.36% |
$1.06M - $1.18M
|
358K
$38.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.6K+ 22.11% |
$1.06M - $1.18M
|
64K
$6.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 66.43% |
$1.04M - $1.15M
|
28.4K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 9.62% |
$1.03M - $1.14M
|
128K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 5.03% |
$996K - $1.11M
|
228K
$24.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.18KNew |
$839K - $933K
|
9.18K
$989K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.03K+ 100.4% |
$825K - $918K
|
18K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 10.74% |
$805K - $895K
|
90.8K
$9.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
8.73K+ 2.02% |
$798K - $888K
|
441K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.3KNew |
$758K - $844K
|
8.3K
$895K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 3.12% |
$733K - $815K
|
265K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.95KNew |
$726K - $808K
|
7.95K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.61K+ 28.97% |
$695K - $773K
|
33.9K
$3.65M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.35KNew |
$671K - $747K
|
7.35K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.3KNew |
$667K - $742K
|
7.3K
$787K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.04K+ 1.04% |
$643K - $716K
|
683K
$73.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6.85KNew |
$625K - $696K
|
6.85K
$738K
|