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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.62KNew |
$188K - $224K
|
2.62K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.6KNew |
$187K - $222K
|
2.6K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.59KNew |
$186K - $221K
|
2.59K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.58KNew |
$185K - $220K
|
2.58K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.56KNew |
$184K - $219K
|
2.56K
$280K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.55KNew |
$183K - $218K
|
2.55K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.55K+ 25.91% |
$183K - $217K
|
12.4K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.54KNew |
$183K - $217K
|
2.54K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2.52KNew |
$182K - $215K
|
2.52K
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.51K+ 33.14% |
$181K - $215K
|
10.1K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.48KNew |
$178K - $212K
|
2.48K
$272K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.41K+ 1.98% |
$173K - $206K
|
124K
$13.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
2.38KNew |
$171K - $203K
|
2.38K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.36K+ 48.67% |
$170K - $202K
|
7.21K
$789K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.36KNew |
$169K - $201K
|
2.36K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$169K - $200K
|
2.34K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.25KNew |
$162K - $192K
|
2.25K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.2K+ 25.59% |
$158K - $188K
|
10.8K
$1.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.2K+ 13.19% |
$158K - $188K
|
18.9K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 13.19% |
$158K - $188K
|
18.9K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.09K+ 5.76% |
$151K - $179K
|
38.4K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.07K+ 17.96% |
$149K - $177K
|
13.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.03K+ 1.66% |
$146K - $173K
|
124K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.96K+ 3.94% |
$141K - $167K
|
51.7K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 0.5% |
$140K - $166K
|
391K
$42.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92KNew |
$138K - $164K
|
1.92K
$210K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.77K+ 39.92% |
$127K - $151K
|
6.19K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 5.39% |
$125K - $149K
|
34.1K
$3.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.6K+ 18.85% |
$115K - $136K
|
10.1K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.59KNew |
$115K - $136K
|
1.59K
$174K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$113K - $135K
|
1.58K
$173K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.54K+ 188.73% |
$111K - $132K
|
2.36K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.54K+ 188.73% |
$111K - $132K
|
2.36K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.47K+ 3.91% |
$106K - $126K
|
39.1K
$4.28M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.4KNew |
$101K - $120K
|
1.4K
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.37K+ 4.72% |
$98.6K - $117K
|
30.4K
$3.33M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.36KNew |
$97.9K - $116K
|
1.36K
$149K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.34K+ 28.81% |
$96.1K - $114K
|
5.97K
$654K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.23K+ 10.31% |
$88.5K - $105K
|
13.2K
$1.44M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.2K+ 17.9% |
$86K - $102K
|
7.87K
$862K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.19K+ 41.09% |
$85.4K - $101K
|
4.08K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.13K+ 4.86% |
$81K - $96.2K
|
24.3K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.08K+ 6.93% |
$77.8K - $92.3K
|
16.7K
$1.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.07K+ 17.29% |
$76.8K - $91.1K
|
7.24K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.04K+ 14.26% |
$75.1K - $89.2K
|
8.36K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.02K+ 7.45% |
$73.5K - $87.2K
|
14.7K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
975+ 170.45% |
$70.2K - $83.3K
|
1.55K
$169K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
973+ 0.42% |
$70K - $83.1K
|
232K
$25.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
930+ 6.09% |
$66.9K - $79.4K
|
16.2K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
929New |
$66.8K - $79.3K
|
929
$102K
|