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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-254- 1.73% |
$25.4K - $27.7K
|
14.5K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-260- 1.26% |
$26K - $28.4K
|
20.4K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-276- 2.8% |
$27.6K - $30.1K
|
9.59K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-277- 11.49% |
$27.7K - $30.2K
|
2.13K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-279- 4.04% |
$28K - $30.4K
|
6.63K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-285- 7.81% |
$28.6K - $31.1K
|
3.36K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 10.53% |
$30.1K - $32.7K
|
2.55K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-314- 2.49% |
$31.5K - $34.3K
|
12.3K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-318- 5.96% |
$31.9K - $34.7K
|
5.02K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-323- 12.12% |
$32.4K - $35.2K
|
2.34K
$256K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-339- 4.91% |
$34K - $37K
|
6.57K
$719K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-350- 9.66% |
$35.1K - $38.2K
|
3.28K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
SELL
|
- |
-359- 1.01% |
$36K - $39.2K
|
35.3K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-363- 7.92% |
$36.4K - $39.6K
|
4.22K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-366- 2.34% |
$36.7K - $39.9K
|
15.3K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 7.85% |
$37.6K - $40.9K
|
4.41K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-381- 2.87% |
$38.2K - $41.6K
|
12.9K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-392- 5.53% |
$39.3K - $42.8K
|
6.7K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-394- 1.0% |
$39.5K - $43K
|
38.9K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-394- 7.48% |
$39.5K - $43K
|
4.87K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-469- 7.59% |
$47K - $51.2K
|
5.71K
$625K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-475- 2.31% |
$47.6K - $51.8K
|
20.1K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-482- 4.9% |
$48.3K - $52.6K
|
9.35K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-513- 0.36% |
$51.4K - $56K
|
140K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-516- 4.84% |
$51.7K - $56.3K
|
10.1K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-550- 16.18% |
$55.1K - $60K
|
2.85K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-587- 5.9% |
$58.8K - $64K
|
9.37K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-644- 7.69% |
$64.5K - $70.3K
|
7.73K
$846K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-645- 3.03% |
$64.6K - $70.4K
|
20.6K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-722- 7.77% |
$72.3K - $78.8K
|
8.57K
$938K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-725- 1.1% |
$72.6K - $79.1K
|
65.2K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-731- 5.69% |
$73.2K - $79.8K
|
12.1K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-741- 1.38% |
$74.2K - $80.8K
|
53K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-793- 3.44% |
$79.4K - $86.5K
|
22.2K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-808- 11.63% |
$80.9K - $88.2K
|
6.14K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-831- 6.22% |
$83.2K - $90.7K
|
12.5K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-837- 0.4% |
$83.9K - $91.3K
|
206K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-843- 1.13% |
$84.5K - $92K
|
73.9K
$8.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-853- 7.47% |
$85.5K - $93.1K
|
10.6K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-901- 1.95% |
$90.3K - $98.3K
|
45.3K
$4.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-917- 0.45% |
$91.9K - $100K
|
205K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-964- 0.23% |
$96.6K - $105K
|
420K
$46M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-970- 5.98% |
$97.2K - $106K
|
15.2K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-996- 2.17% |
$99.8K - $109K
|
44.9K
$4.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1K- 2.73% |
$100K - $109K
|
35.6K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.15K- 23.09% |
$115K - $125K
|
3.83K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 31.16% |
$116K - $126K
|
2.55K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.16K- 5.43% |
$116K - $127K
|
20.2K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.17K- 37.65% |
$117K - $127K
|
1.93K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.25K- 16.47% |
$125K - $137K
|
6.35K
$695K
|