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 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79- 0.62% |
$6.57K - $7.36K
|
12.6K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-94- 7.21% |
$7.82K - $8.76K
|
1.21K
$130K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 1.98% |
$7.9K - $8.85K
|
4.72K
$508K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-101- 3.59% |
$8.4K - $9.41K
|
2.72K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 3.7% |
$8.65K - $9.69K
|
2.71K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-106- 0.73% |
$8.81K - $9.88K
|
14.4K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-124- 0.28% |
$10.3K - $11.6K
|
44.2K
$4.76M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-148- 3.05% |
$12.3K - $13.8K
|
4.71K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-158- 0.3% |
$13.1K - $14.7K
|
52.4K
$5.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-170- 0.38% |
$14.1K - $15.8K
|
44K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-196- 11.63% |
$16.3K - $18.3K
|
1.49K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.15% |
$16.6K - $18.6K
|
3.05K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-207- 4.31% |
$17.2K - $19.3K
|
4.6K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-223- 1.26% |
$18.5K - $20.8K
|
17.5K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-235- 1.37% |
$19.5K - $21.9K
|
16.9K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-244- 0.47% |
$20.3K - $22.7K
|
51.4K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-254- 1.04% |
$21.1K - $23.7K
|
24.2K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-269- 5.94% |
$22.4K - $25.1K
|
4.26K
$460K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-280- 2.85% |
$23.3K - $26.1K
|
9.56K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-284- 7.49% |
$23.6K - $26.5K
|
3.51K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-296- 1.66% |
$24.6K - $27.6K
|
17.5K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-327- 5.1% |
$27.2K - $30.5K
|
6.08K
$655K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-341- 0.63% |
$28.4K - $31.8K
|
53.8K
$5.8M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-345- 3.32% |
$28.7K - $32.2K
|
10K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-355- 4.87% |
$29.5K - $33.1K
|
6.94K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-369- 3.02% |
$30.7K - $34.4K
|
11.9K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-415- 4.2% |
$34.5K - $38.7K
|
9.47K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-422- 1.04% |
$35.1K - $39.3K
|
40K
$4.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-432- 2.99% |
$35.9K - $40.3K
|
14K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-470- 9.93% |
$39.1K - $43.8K
|
4.26K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-474- 15.58% |
$39.4K - $44.2K
|
2.57K
$277K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-475- 6.04% |
$39.5K - $44.3K
|
7.4K
$797K
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-484- 17.33% |
$40.2K - $45.1K
|
2.31K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-504- 5.75% |
$41.9K - $47K
|
8.25K
$890K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-548- 6.41% |
$45.6K - $51.1K
|
8K
$863K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-551- 10.73% |
$45.8K - $51.3K
|
4.59K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-589- 1.06% |
$49K - $54.9K
|
55K
$5.93M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-603- 7.31% |
$50.1K - $56.2K
|
7.64K
$824K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-630- 4.93% |
$52.4K - $58.7K
|
12.2K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-630- 5.64% |
$52.4K - $58.7K
|
10.5K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-644- 3.2% |
$53.5K - $60K
|
19.5K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-668- 4.96% |
$55.5K - $62.3K
|
12.8K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-671- 85.37% |
$55.8K - $62.5K
|
115
$12.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-680- 50.0% |
$56.5K - $63.4K
|
680
$73.3K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-695- 0.64% |
$57.8K - $64.8K
|
107K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-723- 5.34% |
$60.1K - $67.4K
|
12.8K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-734- 7.66% |
$61K - $68.4K
|
8.84K
$953K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-739- 88.72% |
$61.4K - $68.9K
|
94
$10.1K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-758- 25.63% |
$63K - $70.6K
|
2.2K
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-758- 0.62% |
$63K - $70.6K
|
122K
$13.2M
|