Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
199KNew |
$16.6M - $18.6M
|
199K
$21.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
199K+ 85.49% |
$16.5M - $18.5M
|
431K
$46.5M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
178K+ 509.81% |
$14.8M - $16.6M
|
213K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
167K+ 106969.87% |
$13.9M - $15.6M
|
167K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
88.8K+ 34.12% |
$7.38M - $8.27M
|
349K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
69.4KNew |
$5.77M - $6.47M
|
69.4K
$7.48M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
66.7K+ 49.36% |
$5.55M - $6.22M
|
202K
$21.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.4K+ 2533.64% |
$5.44M - $6.1M
|
68K
$7.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
59.1K+ 99.21% |
$4.92M - $5.51M
|
119K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43.7K+ 6.34% |
$3.63M - $4.07M
|
732K
$79M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$3.42M - $3.83M
|
41.1K
$4.44M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
40.4KNew |
$3.36M - $3.77M
|
40.4K
$4.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
38.9K+ 7.91% |
$3.24M - $3.63M
|
531K
$57.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.9K+ 19.05% |
$2.82M - $3.16M
|
212K
$22.9M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
31.2K+ 1116.06% |
$2.59M - $2.91M
|
34K
$3.67M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
24.4KNew |
$2.03M - $2.27M
|
24.4K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.3KNew |
$1.85M - $2.08M
|
22.3K
$2.41M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 2.55% |
$1.76M - $1.98M
|
854K
$92.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
18.9K+ 112.65% |
$1.57M - $1.76M
|
35.7K
$3.85M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
18.3K+ 124.44% |
$1.52M - $1.71M
|
33.1K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.1K+ 9.15% |
$1.42M - $1.6M
|
204K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 602.92% |
$1.32M - $1.48M
|
18.5K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 6.96% |
$1.28M - $1.43M
|
236K
$25.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
14.7K+ 1.57% |
$1.23M - $1.37M
|
956K
$103M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.1KNew |
$1.17M - $1.31M
|
14.1K
$1.52M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
13.8K+ 66.18% |
$1.15M - $1.29M
|
34.7K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 6.65% |
$1.12M - $1.26M
|
216K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 15.66% |
$1.08M - $1.21M
|
96.1K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.6K+ 815.84% |
$1.05M - $1.18M
|
14.2K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
11.9K+ 76.97% |
$986K - $1.11M
|
27.3K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7KNew |
$970K - $1.09M
|
11.7K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
11K+ 11.87% |
$913K - $1.02M
|
104K
$11.2M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.4K+ 26.26% |
$864K - $968K
|
50K
$5.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10.4K+ 26.26% |
$864K - $968K
|
50K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 33.77% |
$845K - $947K
|
40.2K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.27KNew |
$770K - $864K
|
9.27K
$999K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.83K+ 19.11% |
$734K - $822K
|
55K
$5.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.66KNew |
$720K - $807K
|
8.66K
$933K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
8.45KNew |
$702K - $787K
|
8.45K
$911K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.11KNew |
$674K - $755K
|
8.11K
$874K
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.66KNew |
$637K - $714K
|
7.66K
$826K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.3K+ 6.0% |
$607K - $680K
|
129K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.03KNew |
$584K - $655K
|
7.03K
$758K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
7K+ 77.78% |
$582K - $652K
|
16K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.96KNew |
$579K - $649K
|
6.96K
$750K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
6.48KNew |
$539K - $604K
|
6.48K
$699K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.43K+ 9.04% |
$534K - $599K
|
77.5K
$8.36M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.14K+ 11.69% |
$510K - $572K
|
58.6K
$6.32M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.35K+ 4.42% |
$445K - $499K
|
126K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.14KNew |
$427K - $479K
|
5.14K
$554K
|