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
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-381- 2.87% |
$38.2K - $41.6K
|
12.9K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-392- 5.53% |
$39.3K - $42.8K
|
6.7K
$731K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-394- 7.48% |
$39.5K - $43K
|
4.87K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-394- 1.0% |
$39.5K - $43K
|
38.9K
$4.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-469- 7.59% |
$47K - $51.2K
|
5.71K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-475- 2.31% |
$47.6K - $51.8K
|
20.1K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-482- 4.9% |
$48.3K - $52.6K
|
9.35K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-513- 0.36% |
$51.4K - $56K
|
140K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-516- 4.84% |
$51.7K - $56.3K
|
10.1K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-550- 16.18% |
$55.1K - $60K
|
2.85K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-587- 5.9% |
$58.8K - $64K
|
9.37K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-644- 7.69% |
$64.5K - $70.3K
|
7.73K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-645- 3.03% |
$64.6K - $70.4K
|
20.6K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-722- 7.77% |
$72.3K - $78.8K
|
8.57K
$935K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-725- 1.1% |
$72.6K - $79.1K
|
65.2K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-731- 5.69% |
$73.2K - $79.8K
|
12.1K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-741- 1.38% |
$74.2K - $80.8K
|
53K
$5.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-793- 3.44% |
$79.4K - $86.5K
|
22.2K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-808- 11.63% |
$80.9K - $88.2K
|
6.14K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-831- 6.22% |
$83.2K - $90.7K
|
12.5K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-837- 0.4% |
$83.9K - $91.3K
|
206K
$22.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-843- 1.13% |
$84.5K - $92K
|
73.9K
$8.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-853- 7.47% |
$85.5K - $93.1K
|
10.6K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-901- 1.95% |
$90.3K - $98.3K
|
45.3K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-917- 0.45% |
$91.9K - $100K
|
205K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-964- 0.23% |
$96.6K - $105K
|
420K
$45.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-970- 5.98% |
$97.2K - $106K
|
15.2K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-996- 2.17% |
$99.8K - $109K
|
44.9K
$4.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1K- 2.73% |
$100K - $109K
|
35.6K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.15K- 23.09% |
$115K - $125K
|
3.83K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 31.16% |
$116K - $126K
|
2.55K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.16K- 5.43% |
$116K - $127K
|
20.2K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.17K- 37.65% |
$117K - $127K
|
1.93K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.33K- 33.34% |
$133K - $145K
|
2.66K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.35K- 3.07% |
$136K - $148K
|
42.7K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 19.07% |
$161K - $176K
|
6.84K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.62K- 9.27% |
$162K - $177K
|
15.9K
$1.73M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.84K- 0.4% |
$184K - $201K
|
456K
$49.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 24.93% |
$186K - $203K
|
5.6K
$612K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.89K- 0.75% |
$189K - $206K
|
251K
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 9.89% |
$212K - $231K
|
19.3K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.24K- 14.1% |
$224K - $244K
|
13.6K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.35K- 3.79% |
$236K - $257K
|
59.6K
$6.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43K- 1.0% |
$244K - $265K
|
242K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.6K- 5.16% |
$261K - $284K
|
47.9K
$5.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.63K- 4.54% |
$263K - $287K
|
55.2K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 38.69% |
$280K - $305K
|
4.43K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.92K- 8.39% |
$293K - $319K
|
31.9K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.94K- 3.21% |
$295K - $321K
|
88.7K
$9.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-3.14K- 12.16% |
$315K - $343K
|
22.7K
$2.48M
|