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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-243- 8.55% |
$17.5K - $20.8K
|
2.6K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-265- 13.59% |
$19.1K - $22.6K
|
1.69K
$185K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-274- 0.85% |
$19.7K - $23.4K
|
31.9K
$3.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-278- 56.28% |
$20K - $23.7K
|
216
$23.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-283- 5.02% |
$20.4K - $24.2K
|
5.35K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 9.64% |
$21.6K - $25.6K
|
2.81K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-301- 22.73% |
$21.7K - $25.7K
|
1.02K
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-314- 0.2% |
$22.6K - $26.8K
|
157K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-329- 2.99% |
$23.7K - $28.1K
|
10.7K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-369- 1.89% |
$26.5K - $31.5K
|
19.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-387- 10.73% |
$27.8K - $33.1K
|
3.22K
$353K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-390- 44.72% |
$28.1K - $33.3K
|
482
$52.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-410- 0.81% |
$29.5K - $35K
|
49.9K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-425- 3.06% |
$30.6K - $36.3K
|
13.5K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-432- 4.12% |
$31.1K - $36.9K
|
10.1K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-455- 11.48% |
$32.7K - $38.9K
|
3.51K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-500- 6.28% |
$36K - $42.7K
|
7.47K
$817K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-503- 27.84% |
$36.2K - $43K
|
1.3K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-537- 4.23% |
$38.6K - $45.9K
|
12.2K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-566- 4.42% |
$40.7K - $48.3K
|
12.2K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-573- 11.44% |
$41.2K - $48.9K
|
4.44K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-626- 6.14% |
$45K - $53.5K
|
9.58K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-651- 11.17% |
$46.8K - $55.6K
|
5.18K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-651- 2.6% |
$46.8K - $55.6K
|
24.4K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-668- 16.69% |
$48.1K - $57.1K
|
3.33K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-700- 10.76% |
$50.4K - $59.8K
|
5.81K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-708- 2.14% |
$50.9K - $60.5K
|
32.4K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-736- 13.28% |
$53K - $62.9K
|
4.81K
$526K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-749- 2.55% |
$53.9K - $64K
|
28.6K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-760- 19.61% |
$54.7K - $64.9K
|
3.12K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-819- 24.17% |
$58.9K - $70K
|
2.57K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-953- 22.06% |
$68.6K - $81.4K
|
3.37K
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-955- 6.19% |
$68.7K - $81.6K
|
14.5K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-958- 28.39% |
$68.9K - $81.8K
|
2.42K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.08K- 2.1% |
$77.7K - $92.2K
|
50.4K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-1.08K- 0.81% |
$78K - $92.6K
|
133K
$14.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.09K- 3.82% |
$78.2K - $92.8K
|
27.4K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.12K- 17.53% |
$80.5K - $95.6K
|
5.26K
$576K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.12K- 8.13% |
$80.8K - $95.9K
|
12.7K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 7.01% |
$88.4K - $105K
|
16.3K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.24K- 8.18% |
$89.5K - $106K
|
14K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-1.28K- 3.15% |
$92.4K - $110K
|
39.5K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 7.43% |
$97K - $115K
|
16.8K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.4K- 0.58% |
$100K - $119K
|
240K
$26.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 11.01% |
$104K - $124K
|
11.7K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 6.43% |
$105K - $125K
|
21.3K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.53K- 0.66% |
$110K - $131K
|
231K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.67K- 14.54% |
$120K - $142K
|
9.8K
$1.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.69K- 32.66% |
$121K - $144K
|
3.47K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.7K- 16.87% |
$122K - $145K
|
8.37K
$916K
|