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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-61- 1.04% |
$6.11K - $6.66K
|
5.82K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-65- 0.82% |
$6.51K - $7.09K
|
7.85K
$857K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-66- 0.71% |
$6.61K - $7.2K
|
9.26K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-68- 2.09% |
$6.81K - $7.42K
|
3.18K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-71- 4.01% |
$7.11K - $7.75K
|
1.7K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 38.42% |
$7.81K - $8.51K
|
125
$13.7K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-81- 0.85% |
$8.11K - $8.84K
|
9.42K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-81- 2.97% |
$8.11K - $8.84K
|
2.64K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-84- 5.9% |
$8.42K - $9.16K
|
1.34K
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 2.24% |
$8.52K - $9.27K
|
3.71K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-86- 0.85% |
$8.62K - $9.38K
|
10K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-89- 0.76% |
$8.92K - $9.71K
|
11.6K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-91- 0.8% |
$9.12K - $9.93K
|
11.3K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-95- 3.82% |
$9.52K - $10.4K
|
2.39K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-107- 1.47% |
$10.7K - $11.7K
|
7.16K
$782K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-111- 0.19% |
$11.1K - $12.1K
|
59K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-116- 0.91% |
$11.6K - $12.7K
|
12.6K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-137- 1.46% |
$13.7K - $14.9K
|
9.23K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-141- 5.97% |
$14.1K - $15.4K
|
2.22K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-142- 3.57% |
$14.2K - $15.5K
|
3.84K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-161- 0.4% |
$16.1K - $17.6K
|
40.5K
$4.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-165- 5.87% |
$16.5K - $18K
|
2.64K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-166- 32.36% |
$16.6K - $18.1K
|
347
$37.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-174- 5.51% |
$17.4K - $19K
|
2.98K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-182- 0.56% |
$18.2K - $19.9K
|
32.4K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-184- 1.33% |
$18.4K - $20.1K
|
13.7K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-187- 3.01% |
$18.7K - $20.4K
|
6.04K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-189- 2.64% |
$18.9K - $20.6K
|
6.98K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-193- 2.44% |
$19.3K - $21.1K
|
7.73K
$844K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-198- 5.42% |
$19.8K - $21.6K
|
3.45K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.55% |
$20K - $21.8K
|
4.2K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-200- 1.6% |
$20K - $21.8K
|
12.3K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-201- 1.57% |
$20.1K - $21.9K
|
12.6K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-202- 1.73% |
$20.2K - $22K
|
11.5K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-208- 0.38% |
$20.8K - $22.7K
|
54.9K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-212- 0.87% |
$21.2K - $23.1K
|
24.1K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-225- 2.48% |
$22.5K - $24.5K
|
8.84K
$965K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-226- 0.91% |
$22.6K - $24.7K
|
24.7K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-229- 6.12% |
$22.9K - $25K
|
3.51K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-245- 4.6% |
$24.5K - $26.7K
|
5.08K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-252- 24.25% |
$25.2K - $27.5K
|
787
$85.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-254- 1.73% |
$25.4K - $27.7K
|
14.5K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-260- 1.26% |
$26K - $28.4K
|
20.4K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-276- 2.8% |
$27.6K - $30.1K
|
9.59K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-277- 11.49% |
$27.7K - $30.2K
|
2.13K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-279- 4.04% |
$28K - $30.4K
|
6.63K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-285- 7.81% |
$28.6K - $31.1K
|
3.36K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 10.53% |
$30.1K - $32.7K
|
2.55K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-314- 2.49% |
$31.5K - $34.3K
|
12.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-318- 5.96% |
$31.9K - $34.7K
|
5.02K
$548K
|