Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
514KNew |
$51.5M - $56.1M
|
514K
$55.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
505KNew |
$50.5M - $55M
|
505K
$54.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
250K+ 6188.44% |
$25M - $27.3M
|
254K
$27.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
66.3KNew |
$6.64M - $7.24M
|
66.3K
$7.13M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 67.88% |
$5.78M - $6.29M
|
143K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$4.92M - $5.35M
|
49.1K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.5K+ 22.66% |
$4.26M - $4.64M
|
230K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.6KNew |
$3.47M - $3.78M
|
34.6K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
33.5KNew |
$3.36M - $3.65M
|
33.5K
$3.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 15.55% |
$1.92M - $2.09M
|
142K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
18.3K+ 5.11% |
$1.83M - $2M
|
376K
$40.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 13.64% |
$1.75M - $1.9M
|
145K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
14.4KNew |
$1.44M - $1.57M
|
14.4K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.2K+ 10.3% |
$1.32M - $1.44M
|
141K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
12.7K+ 2.32% |
$1.28M - $1.39M
|
563K
$60.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 57.97% |
$1.24M - $1.35M
|
33.7K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.6K+ 45.22% |
$1.17M - $1.27M
|
37.4K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 5.52% |
$1.14M - $1.25M
|
218K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
11.2K+ 11.15% |
$1.13M - $1.23M
|
112K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.6K+ 1.56% |
$1.06M - $1.16M
|
694K
$74.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.1KNew |
$1.01M - $1.1M
|
10.1K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.18KNew |
$719K - $783K
|
7.18K
$772K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.8K+ 38.05% |
$681K - $742K
|
24.7K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.21KNew |
$622K - $678K
|
6.21K
$668K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.06KNew |
$607K - $661K
|
6.06K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.69KNew |
$570K - $621K
|
5.69K
$612K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.53KNew |
$554K - $603K
|
5.53K
$595K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
5.39K+ 6.34% |
$540K - $588K
|
90.4K
$9.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.2KNew |
$521K - $567K
|
5.2K
$559K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.77K+ 9.73% |
$478K - $521K
|
53.8K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.56K+ 3.3% |
$457K - $498K
|
143K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 3.29% |
$431K - $469K
|
135K
$14.5M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.18K+ 58.31% |
$419K - $456K
|
11.4K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
4.11K+ 3.15% |
$412K - $449K
|
135K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4K+ 2.46% |
$401K - $437K
|
167K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.9KNew |
$391K - $426K
|
3.9K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.83K+ 1.44% |
$383K - $417K
|
270K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.81KNew |
$382K - $416K
|
3.81K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.81KNew |
$381K - $415K
|
3.81K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
3.7K+ 336.36% |
$371K - $404K
|
4.8K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.35KNew |
$335K - $365K
|
3.35K
$360K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.35K+ 103.14% |
$335K - $365K
|
6.59K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.29KNew |
$330K - $359K
|
3.29K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.2KNew |
$321K - $349K
|
3.2K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.1KNew |
$310K - $338K
|
3.1K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.1K+ 86.36% |
$310K - $338K
|
6.68K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.03K+ 9.18% |
$303K - $330K
|
36K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.92KNew |
$293K - $319K
|
2.92K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.75K+ 14.48% |
$275K - $299K
|
21.7K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.66KNew |
$267K - $291K
|
2.66K
$287K
|