Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
901New |
$64.8K - $77K
|
901
$97.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
870+ 66.92% |
$62.6K - $74.3K
|
2.17K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
795+ 5.83% |
$57.2K - $67.9K
|
14.4K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
761+ 9.63% |
$54.8K - $65K
|
8.67K
$935K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
696+ 17.78% |
$50.1K - $59.4K
|
4.61K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
671New |
$48.3K - $57.3K
|
671
$72.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
654+ 14.73% |
$47.1K - $55.9K
|
5.09K
$549K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
629+ 1.18% |
$45.3K - $53.7K
|
54.1K
$5.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
626+ 11.59% |
$45K - $53.5K
|
6.03K
$650K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
621+ 5.43% |
$44.7K - $53K
|
12.1K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
590+ 3.8% |
$42.5K - $50.4K
|
16.1K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
570+ 16.0% |
$41K - $48.7K
|
4.13K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
552+ 10.54% |
$39.7K - $47.1K
|
5.79K
$624K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
536+ 13.1% |
$38.6K - $45.8K
|
4.63K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
520+ 12.54% |
$37.4K - $44.4K
|
4.67K
$503K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
518+ 4.25% |
$37.3K - $44.2K
|
12.7K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
492+ 0.76% |
$35.4K - $42K
|
65.6K
$7.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
483+ 3.3% |
$34.8K - $41.3K
|
15.1K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
474+ 22.52% |
$34.1K - $40.5K
|
2.58K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
471+ 4.71% |
$33.9K - $40.2K
|
10.5K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
465New |
$33.5K - $39.7K
|
465
$50.1K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
451+ 1.2% |
$32.4K - $38.5K
|
38.1K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
431+ 1.92% |
$31K - $36.8K
|
22.8K
$2.46M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
417+ 14.81% |
$30K - $35.6K
|
3.23K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
416+ 2.29% |
$29.9K - $35.5K
|
18.6K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
404+ 0.57% |
$29.1K - $34.5K
|
71.7K
$7.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
400+ 8.6% |
$28.8K - $34.2K
|
5.05K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
400+ 1.8% |
$28.8K - $34.2K
|
22.6K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
371+ 5.74% |
$26.7K - $31.7K
|
6.83K
$736K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
364+ 14.72% |
$26.2K - $31.1K
|
2.84K
$306K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
350+ 3.9% |
$25.2K - $29.9K
|
9.34K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
297+ 0.82% |
$21.4K - $25.4K
|
36.7K
$3.96M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
294New |
$21.2K - $25.1K
|
294
$31.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
293+ 1.74% |
$21.1K - $25K
|
17.1K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
241+ 5.35% |
$17.3K - $20.6K
|
4.75K
$512K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
224+ 10.87% |
$16.1K - $19.1K
|
2.28K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
220+ 1.75% |
$15.8K - $18.8K
|
12.8K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
199+ 58.02% |
$14.3K - $17K
|
542
$58.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
199New |
$14.3K - $17K
|
199
$21.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
197+ 2.29% |
$14.2K - $16.8K
|
8.79K
$948K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
191+ 4775.0% |
$13.7K - $16.3K
|
195
$21K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
168New |
$12.1K - $14.3K
|
168
$18.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
156New |
$11.2K - $13.3K
|
156
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
147+ 0.91% |
$10.6K - $12.6K
|
16.3K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
135+ 4.58% |
$9.71K - $11.5K
|
3.08K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
128+ 89.51% |
$9.21K - $10.9K
|
271
$29.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
127+ 0.97% |
$9.14K - $10.8K
|
13.2K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
124New |
$8.92K - $10.6K
|
124
$13.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
122+ 2.58% |
$8.78K - $10.4K
|
4.85K
$523K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
122+ 0.69% |
$8.78K - $10.4K
|
17.9K
$1.93M
|