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 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.01% |
$216 - $256
|
27.7K
$3.04M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.22% |
$144 - $171
|
921
$101K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.11% |
$144 - $171
|
1.75K
$191K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.46% |
$144 - $171
|
433
$47.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$72 - $85.4
|
243
$26.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.65% |
$72 - $85.4
|
154
$16.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$72 - $85.4
|
52.6K
$5.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.28% |
$72 - $85.4
|
352
$38.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3- 0.04% |
$216 - $256
|
8.46K
$927K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-6- 0.15% |
$432 - $512
|
4.05K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.13% |
$504 - $598
|
5.33K
$584K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 1.15% |
$863 - $1.02K
|
1.03K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 0.13% |
$935 - $1.11K
|
10.4K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18- 0.14% |
$1.3K - $1.54K
|
12.9K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-27- 0.56% |
$1.94K - $2.31K
|
4.81K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 0.65% |
$2.23K - $2.65K
|
4.73K
$518K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 13.81% |
$2.66K - $3.16K
|
231
$25.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-38- 1.0% |
$2.73K - $3.25K
|
3.77K
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-51- 0.12% |
$3.67K - $4.36K
|
44.3K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-54- 0.29% |
$3.89K - $4.61K
|
18.5K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-70- 2.14% |
$5.04K - $5.98K
|
3.2K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-79- 0.88% |
$5.68K - $6.75K
|
8.94K
$978K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-81- 1.6% |
$5.83K - $6.92K
|
4.99K
$546K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-81- 1.79% |
$5.83K - $6.92K
|
4.45K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-86- 1.37% |
$6.19K - $7.35K
|
6.19K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-92- 1.52% |
$6.62K - $7.86K
|
5.94K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-96- 3.19% |
$6.91K - $8.2K
|
2.91K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.21% |
$7.2K - $8.54K
|
4.43K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-107- 1.31% |
$7.7K - $9.14K
|
8.09K
$886K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-111- 5.58% |
$7.99K - $9.48K
|
1.88K
$206K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-117- 0.19% |
$8.42K - $9.99K
|
61.2K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-121- 2.54% |
$8.71K - $10.3K
|
4.65K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 3.46% |
$9.43K - $11.2K
|
3.66K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-133- 1.73% |
$9.57K - $11.4K
|
7.55K
$826K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-137- 1.37% |
$9.86K - $11.7K
|
9.84K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-140- 0.78% |
$10.1K - $12K
|
17.9K
$1.96M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-142- 1.12% |
$10.2K - $12.1K
|
12.6K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-153- 1.9% |
$11K - $13.1K
|
7.91K
$866K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-170- 2.03% |
$12.2K - $14.5K
|
8.19K
$897K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-175- 0.82% |
$12.6K - $14.9K
|
21.1K
$2.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-189- 19.38% |
$13.6K - $16.1K
|
786
$86.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-194- 6.36% |
$14K - $16.6K
|
2.86K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-196- 1.43% |
$14.1K - $16.7K
|
13.5K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-206- 0.84% |
$14.8K - $17.6K
|
24.4K
$2.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-210- 2.48% |
$15.1K - $17.9K
|
8.24K
$903K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-229- 3.04% |
$16.5K - $19.6K
|
7.31K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-233- 3.92% |
$16.8K - $19.9K
|
5.71K
$625K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-233- 3.29% |
$16.8K - $19.9K
|
6.85K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-241- 2.68% |
$17.3K - $20.6K
|
8.76K
$959K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-242- 1.74% |
$17.4K - $20.7K
|
13.7K
$1.5M
|