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 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-1.73K- 1.4% |
$124K - $147K
|
122K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.76K- 13.59% |
$126K - $150K
|
11.2K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01K- 5.18% |
$145K - $172K
|
36.8K
$3.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.32K- 64.99% |
$167K - $198K
|
1.25K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.32K- 30.72% |
$167K - $198K
|
5.23K
$564K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 4.81% |
$167K - $198K
|
45.9K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 5.52% |
$170K - $202K
|
40.4K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.82K- 9.83% |
$203K - $241K
|
25.9K
$2.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.85K- 15.22% |
$205K - $244K
|
15.9K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3K- 0.72% |
$216K - $257K
|
412K
$44.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.04K- 7.14% |
$219K - $260K
|
39.6K
$4.27M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.04K- 7.14% |
$219K - $260K
|
39.6K
$4.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-3.08K- 43.26% |
$222K - $263K
|
4.04K
$436K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.42K- 28.15% |
$246K - $292K
|
8.72K
$940K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.42K- 5.43% |
$246K - $292K
|
59.6K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.43K- 39.65% |
$247K - $293K
|
5.22K
$563K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-3.68K- 13.05% |
$265K - $314K
|
24.5K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.77K- 7.58% |
$271K - $322K
|
46K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.91K- 9.05% |
$281K - $334K
|
39.3K
$4.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.05K- 41.42% |
$291K - $346K
|
5.72K
$617K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.1K- 11.04% |
$295K - $350K
|
33K
$3.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4.14K- 20.48% |
$298K - $354K
|
16.1K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.22K- 8.58% |
$375K - $445K
|
55.6K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.63K- 20.38% |
$405K - $480K
|
22K
$2.37M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.58K- 8.41% |
$473K - $562K
|
71.7K
$7.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.02K- 8.36% |
$505K - $600K
|
76.9K
$8.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.06K- 1.82% |
$508K - $603K
|
381K
$41.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-7.13K- 3.69% |
$513K - $609K
|
186K
$20M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-7.71K- 2.87% |
$555K - $659K
|
261K
$28.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.01K- 6.57% |
$576K - $684K
|
114K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.66K- 63.65% |
$623K - $739K
|
4.94K
$533K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-13.9K- 2.75% |
$1M - $1.19M
|
493K
$53.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.5K- 33.09% |
$1.04M - $1.24M
|
29.3K
$3.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 15.45% |
$1.07M - $1.27M
|
81.2K
$8.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.7K- 19.86% |
$1.13M - $1.34M
|
63.4K
$6.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.1K- 3.48% |
$1.37M - $1.63M
|
529K
$57M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-23.4K- 17.84% |
$1.69M - $2M
|
108K
$11.6M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-25.2K- 23.5% |
$1.81M - $2.15M
|
82.1K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.1K- 25.85% |
$2.02M - $2.4M
|
80.7K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-28.2K- 29.94% |
$2.03M - $2.41M
|
66K
$7.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-31.2K- 9.01% |
$2.24M - $2.66M
|
315K
$34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-32.7K- 13.25% |
$2.35M - $2.79M
|
214K
$23.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34.1K- 13.31% |
$2.45M - $2.91M
|
222K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.4K- 93.08% |
$2.55M - $3.03M
|
2.63K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Visa Foundation
|
SELL
|
- |
-118K- 5.86% |
$8.47M - $10.1M
|
1.89M
$204M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141K- 65.01% |
$10.2M - $12.1M
|
76.1K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-622K- 7.56% |
$44.8M - $53.2M
|
7.61M
$820M
|