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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12+ 14.12% |
$1.2K - $1.31K
|
97
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.26% |
$1.1K - $1.2K
|
4.23K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.25% |
$1K - $1.09K
|
3.95K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 0.25% |
$902 - $982
|
3.59K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.22% |
$902 - $982
|
4.1K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 0.16% |
$902 - $982
|
5.65K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$801 - $873
|
3.43K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8+ 0.28% |
$801 - $873
|
2.82K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.27% |
$801 - $873
|
2.96K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.27% |
$801 - $873
|
2.99K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$701 - $764
|
2.73K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$701 - $764
|
6.34K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 0.15% |
$701 - $764
|
4.59K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.28% |
$601 - $655
|
2.16K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6+ 0.2% |
$601 - $655
|
2.97K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.25% |
$501 - $546
|
1.98K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$501 - $546
|
2.77K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 1.36% |
$401 - $436
|
298
$32.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4New |
$401 - $436
|
4
$438
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$401 - $436
|
4.28K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4+ 0.11% |
$401 - $436
|
3.53K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 0.18% |
$301 - $327
|
1.64K
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.06% |
$301 - $327
|
5.06K
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$200 - $218
|
27.6K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2+ 0.05% |
$200 - $218
|
4.19K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2+ 0.05% |
$200 - $218
|
4.02K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.3% |
$200 - $218
|
679
$74.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.07% |
$200 - $218
|
2.84K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2+ 0.09% |
$200 - $218
|
2.23K
$244K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$100 - $109
|
437
$47.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$100 - $109
|
246
$26.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.34% |
$100 - $109
|
298
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.44% |
$100 - $109
|
230
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$100 - $109
|
353
$38.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$100 - $109
|
224
$24.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.53% |
$100 - $109
|
188
$20.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
$100 - $109
|
29
$3.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.21% |
$100 - $109
|
472
$51.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2- 6.67% |
$200 - $218
|
28
$3.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 0.29% |
$301 - $327
|
1.03K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7- 0.19% |
$701 - $764
|
3.61K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8- 0.33% |
$801 - $873
|
2.44K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 0.4% |
$1K - $1.09K
|
2.47K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-14- 0.49% |
$1.4K - $1.53K
|
2.84K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-17- 0.19% |
$1.7K - $1.85K
|
8.98K
$983K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-20- 0.3% |
$2K - $2.18K
|
6.56K
$718K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.45% |
$2.5K - $2.73K
|
5.53K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-27- 0.47% |
$2.7K - $2.95K
|
5.78K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-31- 11.7% |
$3.11K - $3.38K
|
234
$25.6K
|