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 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$91.4 - $102
|
1.75K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$91.4 - $102
|
4.19K
$451K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$91.4 - $102
|
245
$26.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$91.4 - $102
|
516
$55.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2- 0.09% |
$183 - $203
|
2.22K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2- 0.08% |
$183 - $203
|
2.62K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.02% |
$183 - $203
|
9.32K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-3- 0.51% |
$274 - $305
|
581
$62.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4- 0.16% |
$365 - $407
|
2.45K
$264K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-9- 0.04% |
$822 - $915
|
24.3K
$2.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.25% |
$914 - $1.02K
|
3.94K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-22- 0.55% |
$2.01K - $2.24K
|
4.01K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 0.42% |
$2.28K - $2.54K
|
5.88K
$634K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-25- 1.05% |
$2.28K - $2.54K
|
2.36K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 0.69% |
$2.56K - $2.85K
|
4.05K
$437K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-31- 1.34% |
$2.83K - $3.15K
|
2.28K
$246K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-34- 4.36% |
$3.11K - $3.46K
|
745
$80.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-39- 0.53% |
$3.56K - $3.96K
|
7.27K
$783K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-41- 0.29% |
$3.75K - $4.17K
|
13.9K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43- 0.27% |
$3.93K - $4.37K
|
15.9K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-46- 0.92% |
$4.2K - $4.68K
|
4.94K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-49- 0.49% |
$4.48K - $4.98K
|
9.87K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54- 1.8% |
$4.93K - $5.49K
|
2.95K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-57- 0.27% |
$5.21K - $5.79K
|
21.4K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-65- 1.61% |
$5.94K - $6.61K
|
3.98K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 4.56% |
$6.21K - $6.91K
|
1.42K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-68- 2.24% |
$6.21K - $6.91K
|
2.96K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-101- 0.79% |
$9.23K - $10.3K
|
12.7K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-111- 0.52% |
$10.1K - $11.3K
|
21.3K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-115- 5.5% |
$10.5K - $11.7K
|
1.98K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.27% |
$11.7K - $13K
|
9.95K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-130- 26.97% |
$11.9K - $13.2K
|
352
$38K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-132- 3.16% |
$12.1K - $13.4K
|
4.04K
$436K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-134- 41.74% |
$12.2K - $13.6K
|
187
$20.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-136- 1.48% |
$12.4K - $13.8K
|
9.07K
$977K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-138- 1.35% |
$12.6K - $14K
|
10.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-139- 2.34% |
$12.7K - $14.1K
|
5.8K
$626K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-144- 4.69% |
$13.2K - $14.6K
|
2.93K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-149- 4.99% |
$13.6K - $15.1K
|
2.84K
$306K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-154- 0.23% |
$14.1K - $15.7K
|
65.9K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-161- 3.13% |
$14.7K - $16.4K
|
4.98K
$537K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-162- 4.3% |
$14.8K - $16.5K
|
3.6K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-175- 4.1% |
$16K - $17.8K
|
4.09K
$441K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-176- 0.63% |
$16.1K - $17.9K
|
27.6K
$2.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-183- 0.09% |
$16.7K - $18.6K
|
207K
$22.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-195- 7.58% |
$17.8K - $19.8K
|
2.38K
$257K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-196- 2.55% |
$17.9K - $19.9K
|
7.49K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-197- 10.76% |
$18K - $20K
|
1.63K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-228- 7.72% |
$20.8K - $23.2K
|
2.72K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-259- 0.32% |
$23.7K - $26.3K
|
81.2K
$8.75M
|