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 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
173+ 2.18% |
$17.3K - $18.9K
|
8.12K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
173+ 7.24% |
$17.3K - $18.9K
|
2.56K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
166+ 2.33% |
$16.6K - $18.1K
|
7.29K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
165+ 2.3% |
$16.5K - $18K
|
7.35K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
162+ 2.93% |
$16.2K - $17.7K
|
5.68K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
156+ 1.65% |
$15.6K - $17K
|
9.62K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
145+ 6.42% |
$14.5K - $15.8K
|
2.4K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
143+ 3.1% |
$14.3K - $15.6K
|
4.75K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
143+ 4.26% |
$14.3K - $15.6K
|
3.5K
$383K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
136+ 0.63% |
$13.6K - $14.8K
|
21.6K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
136New |
$13.6K - $14.8K
|
136
$14.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131New |
$13.1K - $14.3K
|
131
$14.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
124+ 0.28% |
$12.4K - $13.5K
|
44.9K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
118+ 5.11% |
$11.8K - $12.9K
|
2.43K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
110+ 1.8% |
$11K - $12K
|
6.21K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
104+ 2.61% |
$10.4K - $11.3K
|
4.09K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
103New |
$10.3K - $11.2K
|
103
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
98+ 1.98% |
$9.82K - $10.7K
|
5.04K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
91+ 1.97% |
$9.12K - $9.93K
|
4.71K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
90+ 0.27% |
$9.02K - $9.82K
|
33.3K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87+ 0.48% |
$8.72K - $9.49K
|
18.1K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
87+ 2.23% |
$8.72K - $9.49K
|
3.99K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
74+ 0.27% |
$7.41K - $8.07K
|
27.5K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
69+ 2.34% |
$6.91K - $7.53K
|
3.02K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
68+ 9.13% |
$6.81K - $7.42K
|
813
$89K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
65New |
$6.51K - $7.09K
|
65
$7.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53+ 0.31% |
$5.31K - $5.78K
|
17.1K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
50+ 1.87% |
$5.01K - $5.46K
|
2.73K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 9.35% |
$4.61K - $5.02K
|
538
$58.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
45+ 1.44% |
$4.51K - $4.91K
|
3.16K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$4.31K - $4.69K
|
43
$4.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41+ 0.45% |
$4.11K - $4.47K
|
9.22K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40+ 1.05% |
$4.01K - $4.36K
|
3.85K
$422K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 0.25% |
$3.31K - $3.6K
|
13K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
32+ 0.27% |
$3.21K - $3.49K
|
12.1K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30New |
$3.01K - $3.27K
|
30
$3.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
28+ 0.06% |
$2.81K - $3.05K
|
46.8K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
28New |
$2.81K - $3.05K
|
28
$3.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
27+ 0.84% |
$2.7K - $2.95K
|
3.23K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 7.84% |
$2.5K - $2.73K
|
344
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$2.5K - $2.73K
|
25
$2.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.16% |
$2.5K - $2.73K
|
15.5K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21+ 1.2% |
$2.1K - $2.29K
|
1.77K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 13.91% |
$2.1K - $2.29K
|
172
$18.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.27% |
$2K - $2.18K
|
7.32K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
18+ 0.33% |
$1.8K - $1.96K
|
5.49K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 3.49% |
$1.8K - $1.96K
|
534
$58.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.11% |
$1.8K - $1.96K
|
16.1K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.14% |
$1.6K - $1.75K
|
11.9K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.28% |
$1.3K - $1.42K
|
4.73K
$517K
|