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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
SELL
|
- |
-759- 3.47% |
$63.1K - $70.7K
|
21.1K
$2.28M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-781- 48.39% |
$64.9K - $72.8K
|
833
$89.8K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-790- 9.07% |
$65.7K - $73.6K
|
7.92K
$854K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-796- 15.21% |
$66.2K - $74.2K
|
4.44K
$478K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-799- 8.94% |
$66.4K - $74.5K
|
8.14K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-869- 48.09% |
$72.2K - $81K
|
938
$101K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-886- 6.18% |
$73.7K - $82.6K
|
13.5K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-913- 6.54% |
$75.9K - $85.1K
|
13K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-931- 7.26% |
$77.4K - $86.8K
|
11.9K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-959- 5.08% |
$79.7K - $89.4K
|
17.9K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-962- 2.43% |
$80K - $89.6K
|
38.6K
$4.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-965- 14.1% |
$80.2K - $89.9K
|
5.88K
$634K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1K- 11.49% |
$83.1K - $93.2K
|
7.7K
$830K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 35.61% |
$84K - $94.1K
|
1.83K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.01K- 18.42% |
$84.1K - $94.3K
|
4.48K
$483K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.03K- 5.35% |
$85.3K - $95.6K
|
18.2K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.08K- 0.28% |
$89.9K - $101K
|
390K
$42.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 46.41% |
$90.8K - $102K
|
1.26K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 0.23% |
$93.5K - $105K
|
479K
$51.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.17K- 73.68% |
$97.5K - $109K
|
419
$45.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.26K- 0.54% |
$105K - $117K
|
233K
$25.1M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-1.29K- 18.92% |
$107K - $120K
|
5.54K
$597K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.59% |
$117K - $131K
|
37.8K
$4.08M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.49K- 6.5% |
$123K - $138K
|
21.4K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 12.84% |
$125K - $140K
|
10.2K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.56K- 0.84% |
$129K - $145K
|
184K
$19.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.57K- 13.26% |
$130K - $146K
|
10.2K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.68K- 5.17% |
$139K - $156K
|
30.7K
$3.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 9.41% |
$140K - $157K
|
16.2K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-1.7K- 42.08% |
$141K - $158K
|
2.34K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.71K- 2.03% |
$142K - $160K
|
82.5K
$8.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.85K- 2.68% |
$154K - $172K
|
67K
$7.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.94K- 14.19% |
$162K - $181K
|
11.8K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.19K- 1.0% |
$182K - $204K
|
218K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.41K- 22.28% |
$200K - $224K
|
8.4K
$905K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.41K- 1.94% |
$200K - $224K
|
121K
$13.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.74K- 22.11% |
$227K - $255K
|
9.64K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-2.78K- 39.34% |
$231K - $259K
|
4.29K
$462K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 4.11% |
$241K - $270K
|
67.5K
$7.28M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 8.93% |
$253K - $283K
|
31K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.23K- 52.16% |
$268K - $301K
|
2.96K
$319K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-3.24K- 11.14% |
$269K - $302K
|
25.8K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 5.07% |
$289K - $324K
|
65.2K
$7.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.51K- 18.87% |
$292K - $327K
|
15.1K
$1.63M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.13K- 0.48% |
$344K - $385K
|
854K
$92M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.13K- 0.48% |
$344K - $385K
|
854K
$92M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.52K- 7.13% |
$375K - $421K
|
58.8K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.84K- 13.1% |
$402K - $451K
|
32.1K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.03K- 1.92% |
$418K - $468K
|
256K
$27.6M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.07K- 3.23% |
$422K - $473K
|
152K
$16.4M
|