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 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-262- 0.45% |
$23.9K - $26.6K
|
58.4K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-295- 3.95% |
$27K - $30K
|
7.17K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-296- 5.26% |
$27K - $30.1K
|
5.33K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-305- 1.75% |
$27.9K - $31K
|
17.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-309- 7.35% |
$28.2K - $31.4K
|
3.89K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-316- 0.68% |
$28.9K - $32.1K
|
45.9K
$4.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-331- 6.61% |
$30.2K - $33.6K
|
4.67K
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-334- 2.02% |
$30.5K - $34K
|
16.2K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-349- 0.71% |
$31.9K - $35.5K
|
49K
$5.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-381- 2.76% |
$34.8K - $38.7K
|
13.4K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-381- 0.27% |
$34.8K - $38.7K
|
141K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-398- 3.89% |
$36.4K - $40.5K
|
9.83K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-398- 14.7% |
$36.4K - $40.5K
|
2.31K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-403- 25.57% |
$36.8K - $41K
|
1.17K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-415- 2.87% |
$37.9K - $42.2K
|
14K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-419- 0.49% |
$38.3K - $42.6K
|
85.2K
$9.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-422- 2.42% |
$38.6K - $42.9K
|
17K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-451- 8.23% |
$41.2K - $45.8K
|
5.03K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-484- 1.85% |
$44.2K - $49.2K
|
25.7K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-530- 12.41% |
$48.4K - $53.9K
|
3.74K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-533- 2.52% |
$48.7K - $54.2K
|
20.6K
$2.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-538- 1.45% |
$49.2K - $54.7K
|
36.6K
$3.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-548- 2.19% |
$50.1K - $55.7K
|
24.4K
$2.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-555- 1.0% |
$50.7K - $56.4K
|
55.1K
$5.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-558- 0.74% |
$51K - $56.7K
|
74.7K
$8.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-597- 4.57% |
$54.5K - $60.7K
|
12.5K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-600- 18.29% |
$54.8K - $61K
|
2.68K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-748- 15.05% |
$68.3K - $76K
|
4.22K
$455K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-833- 8.55% |
$76.1K - $84.7K
|
8.91K
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-933- 6.11% |
$85.2K - $94.8K
|
14.3K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1K- 17.3% |
$91.4K - $102K
|
4.78K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 13.86% |
$93.1K - $104K
|
6.33K
$683K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.07K- 13.09% |
$98K - $109K
|
7.12K
$768K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.95% |
$102K - $113K
|
21.4K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.2K- 8.55% |
$110K - $122K
|
12.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 15.02% |
$113K - $126K
|
7K
$755K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 27.01% |
$115K - $128K
|
3.4K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.26K- 6.8% |
$115K - $128K
|
17.3K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.29K- 15.23% |
$118K - $131K
|
7.19K
$775K
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
SELL
|
- |
-1.38K- 3.71% |
$126K - $140K
|
35.7K
$3.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 13.66% |
$131K - $145K
|
9.03K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.64K- 12.56% |
$150K - $167K
|
11.4K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.85K- 0.69% |
$169K - $188K
|
266K
$28.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.85K- 38.07% |
$169K - $188K
|
3.02K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.95K- 3.71% |
$178K - $198K
|
50.5K
$5.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.95K- 14.56% |
$178K - $198K
|
11.4K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.95K- 26.79% |
$178K - $199K
|
5.34K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.08K- 9.39% |
$190K - $211K
|
20.1K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.09K- 1.7% |
$191K - $212K
|
121K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.11K- 8.43% |
$193K - $214K
|
22.9K
$2.47M
|