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 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
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.16K- 2.88% |
$317K - $345K
|
107K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 9.44% |
$318K - $347K
|
30.5K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.4K- 1.81% |
$341K - $371K
|
184K
$20.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.4K- 3.43% |
$341K - $371K
|
95.7K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.58K- 31.17% |
$358K - $390K
|
7.89K
$862K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.61K- 1.73% |
$362K - $394K
|
205K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.62K- 18.88% |
$363K - $395K
|
15.6K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.81K- 15.83% |
$382K - $416K
|
20.3K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 5.92% |
$382K - $416K
|
60.6K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.37K- 2.04% |
$438K - $477K
|
210K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4.51K- 2.65% |
$451K - $492K
|
165K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.57K- 32.43% |
$458K - $499K
|
9.52K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.2K- 8.63% |
$521K - $567K
|
55.1K
$6.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.56K- 9.87% |
$556K - $606K
|
50.7K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.2K- 45.51% |
$822K - $895K
|
9.82K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.49K- 2.01% |
$851K - $927K
|
414K
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.19K- 68.3% |
$921K - $1M
|
4.27K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3K- 14.67% |
$1.03M - $1.12M
|
59.8K
$6.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12K- 84.6% |
$1.2M - $1.31M
|
2.19K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-12.5K- 8.79% |
$1.25M - $1.36M
|
130K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-13.1K- 39.14% |
$1.31M - $1.42M
|
20.3K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.5K- 15.96% |
$1.45M - $1.58M
|
76.3K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28.2K- 21.45% |
$2.82M - $3.07M
|
103K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-32K- 7.79% |
$3.21M - $3.49M
|
379K
$41.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-34K- 8.65% |
$3.4M - $3.71M
|
359K
$39.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-36.9K- 20.11% |
$3.69M - $4.02M
|
146K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.4K- 14.67% |
$5.25M - $5.72M
|
305K
$33.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Visa Foundation
|
SELL
|
- |
-95K- 5.52% |
$9.52M - $10.4M
|
1.63M
$178M
|