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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 12.99% |
$194K - $216K
|
14.2K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 4.65% |
$219K - $244K
|
49.1K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.47K- 4.1% |
$226K - $251K
|
57.8K
$6.23M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.51K- 25.93% |
$229K - $255K
|
7.17K
$774K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56K- 11.01% |
$233K - $260K
|
20.6K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.84K- 17.6% |
$259K - $288K
|
13.3K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 55.65% |
$274K - $305K
|
2.39K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.14K- 1.65% |
$287K - $320K
|
188K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.15K- 32.86% |
$288K - $320K
|
6.43K
$694K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.54K- 4.14% |
$323K - $359K
|
81.9K
$8.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.57K- 3.48% |
$326K - $363K
|
99.1K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.91K- 5.73% |
$358K - $398K
|
64.4K
$6.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.18K- 1.99% |
$382K - $424K
|
206K
$22.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.28K- 2.28% |
$391K - $435K
|
183K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.37K- 2.98% |
$399K - $444K
|
142K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.42K- 8.73% |
$404K - $449K
|
46.2K
$4.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.24K- 2.03% |
$479K - $532K
|
253K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.73K- 2.0% |
$524K - $583K
|
281K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.2K- 51.24% |
$566K - $630K
|
5.9K
$636K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.56K- 16.59% |
$599K - $667K
|
33K
$3.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.58K- 3.75% |
$601K - $669K
|
169K
$18.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-6.62K- 13.07% |
$605K - $673K
|
44K
$4.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.64K- 10.56% |
$607K - $675K
|
56.3K
$6.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.71K- 24.27% |
$887K - $987K
|
30.3K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 5.26% |
$952K - $1.06M
|
188K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 1.31% |
$998K - $1.11M
|
822K
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 2.82% |
$1.11M - $1.24M
|
421K
$45.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.2K- 5.4% |
$1.12M - $1.24M
|
214K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-17.1K- 3.01% |
$1.56M - $1.74M
|
550K
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-23.5K- 14.63% |
$2.15M - $2.39M
|
137K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.6K- 7.9% |
$2.8M - $3.12M
|
357K
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.3K- 26.9% |
$7.15M - $7.96M
|
213K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 19.79% |
$10.3M - $11.4M
|
455K
$49M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.98M- 59.1% |
$364M - $404M
|
2.75M
$297M
|