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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
390+ 10.38% |
$35.6K - $39.6K
|
4.15K
$447K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
384+ 8.21% |
$35.1K - $39K
|
5.06K
$546K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
379+ 1.96% |
$34.6K - $38.5K
|
19.7K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
365+ 294.35% |
$33.4K - $37.1K
|
489
$52.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
355+ 3.29% |
$32.4K - $36.1K
|
11.1K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
345+ 10.52% |
$31.5K - $35.1K
|
3.63K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
339+ 7.92% |
$31K - $34.5K
|
4.62K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
335+ 5.92% |
$30.6K - $34.1K
|
6K
$647K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
323+ 5.59% |
$29.5K - $32.8K
|
6.1K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
308+ 13.07% |
$28.1K - $31.3K
|
2.66K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
297+ 4.37% |
$27.1K - $30.2K
|
7.09K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
291+ 10.14% |
$26.6K - $29.6K
|
3.16K
$341K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
289+ 5.4% |
$26.4K - $29.4K
|
5.64K
$608K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
253+ 7.59% |
$23.1K - $25.7K
|
3.59K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
250New |
$22.8K - $25.4K
|
250
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
216+ 0.07% |
$19.7K - $22K
|
311K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
207+ 2.36% |
$18.9K - $21K
|
8.99K
$970K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
202+ 0.6% |
$18.5K - $20.5K
|
33.7K
$3.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
198+ 3.72% |
$18.1K - $20.1K
|
5.52K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
191+ 6.03% |
$17.5K - $19.4K
|
3.36K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
190+ 1727.27% |
$17.4K - $19.3K
|
201
$21.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
179+ 4.2% |
$16.4K - $18.2K
|
4.44K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
176+ 7.62% |
$16.1K - $17.9K
|
2.49K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
168+ 1.42% |
$15.4K - $17.1K
|
12K
$1.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
165+ 3.06% |
$15.1K - $16.8K
|
5.55K
$598K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
165+ 143.48% |
$15.1K - $16.8K
|
280
$30.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
154+ 2.06% |
$14.1K - $15.7K
|
7.61K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
151+ 2.84% |
$13.8K - $15.3K
|
5.47K
$590K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
140+ 0.6% |
$12.8K - $14.2K
|
23.6K
$2.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
113New |
$10.3K - $11.5K
|
113
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
110+ 102.8% |
$10.1K - $11.2K
|
217
$23.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
108+ 1.18% |
$9.87K - $11K
|
9.29K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
106+ 3.24% |
$9.69K - $10.8K
|
3.38K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
103+ 1.53% |
$9.41K - $10.5K
|
6.82K
$736K
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
102+ 2.02% |
$9.32K - $10.4K
|
5.15K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 2.33% |
$9.14K - $10.2K
|
4.4K
$474K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
99+ 190.38% |
$9.05K - $10.1K
|
151
$16.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
93+ 0.28% |
$8.5K - $9.45K
|
33.3K
$3.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
90+ 0.77% |
$8.22K - $9.15K
|
11.7K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85New |
$7.77K - $8.64K
|
85
$9.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70New |
$6.4K - $7.12K
|
70
$7.55K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
69+ 1.01% |
$6.3K - $7.01K
|
6.91K
$745K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64New |
$5.85K - $6.51K
|
64
$6.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 0.14% |
$5.48K - $6.1K
|
44.1K
$4.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
60+ 1.61% |
$5.48K - $6.1K
|
3.8K
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
58+ 0.89% |
$5.3K - $5.9K
|
6.58K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
48+ 0.75% |
$4.39K - $4.88K
|
6.44K
$695K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46+ 0.52% |
$4.2K - $4.68K
|
8.94K
$964K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
43+ 1.19% |
$3.93K - $4.37K
|
3.65K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42+ 0.9% |
$3.84K - $4.27K
|
4.71K
$508K
|