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 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.7M+ 6293.55% |
$170M - $185M
|
1.73M
$188M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
514KNew |
$51.5M - $56.1M
|
514K
$56.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
505KNew |
$50.5M - $55M
|
505K
$55.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
319KNew |
$31.9M - $34.8M
|
319K
$34.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
314K+ 11.4% |
$31.4M - $34.2M
|
3.07M
$335M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
250K+ 6188.44% |
$25M - $27.3M
|
254K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
103KNew |
$10.4M - $11.3M
|
103K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
99.5K+ 106.64% |
$9.97M - $10.9M
|
193K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
74.7K+ 951.57% |
$7.48M - $8.15M
|
82.5K
$9.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
70.9K+ 505.2% |
$7.1M - $7.73M
|
84.9K
$9.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
69.8K+ 40.57% |
$6.99M - $7.61M
|
242K
$26.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
66.3KNew |
$6.64M - $7.24M
|
66.3K
$7.24M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 67.88% |
$5.78M - $6.29M
|
143K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$4.92M - $5.35M
|
49.1K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 10.34% |
$4.71M - $5.13M
|
502K
$54.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.5K+ 22.66% |
$4.26M - $4.64M
|
230K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.6KNew |
$3.47M - $3.78M
|
34.6K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
33.5KNew |
$3.36M - $3.65M
|
33.5K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.4K+ 3.22% |
$2.65M - $2.88M
|
848K
$92.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.7KNew |
$2.28M - $2.48M
|
22.7K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 30.63% |
$2M - $2.18M
|
85.3K
$9.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 15.55% |
$1.92M - $2.09M
|
142K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.5K+ 313.56% |
$1.85M - $2.02M
|
24.4K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
18.3K+ 5.11% |
$1.83M - $2M
|
376K
$41.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 13.64% |
$1.75M - $1.9M
|
145K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.7KNew |
$1.58M - $1.72M
|
15.7K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
14.4KNew |
$1.44M - $1.57M
|
14.4K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.2K+ 10.3% |
$1.32M - $1.44M
|
141K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.9K+ 1.05% |
$1.29M - $1.4M
|
1.24M
$136M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
12.7K+ 2.32% |
$1.28M - $1.39M
|
563K
$61.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 5.8% |
$1.27M - $1.38M
|
231K
$25.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 57.97% |
$1.24M - $1.35M
|
33.7K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.6K+ 45.22% |
$1.17M - $1.27M
|
37.4K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 5.52% |
$1.14M - $1.25M
|
218K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
11.2K+ 11.15% |
$1.13M - $1.23M
|
112K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.6K+ 1.56% |
$1.06M - $1.16M
|
694K
$75.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.1KNew |
$1.01M - $1.1M
|
10.1K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.06K+ 18.46% |
$908K - $989K
|
58.2K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.95K+ 1.8% |
$796K - $867K
|
449K
$49.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.59KNew |
$760K - $828K
|
7.59K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.39K+ 42.75% |
$741K - $807K
|
24.7K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
7.23KNew |
$724K - $789K
|
7.23K
$789K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.18KNew |
$719K - $783K
|
7.18K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.86K+ 1.78% |
$687K - $748K
|
393K
$42.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.8K+ 38.05% |
$681K - $742K
|
24.7K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.21KNew |
$622K - $678K
|
6.21K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.06KNew |
$607K - $661K
|
6.06K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.96KNew |
$597K - $650K
|
5.96K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.69KNew |
$570K - $621K
|
5.69K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.61K+ 2.58% |
$562K - $612K
|
223K
$24.4M
|