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 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.18K- 6.57% |
$430K - $482K
|
73.6K
$7.94M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.35K- 2.41% |
$445K - $499K
|
217K
$23.4M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-5.42K- 66.18% |
$451K - $505K
|
2.77K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.44K- 2.27% |
$452K - $507K
|
235K
$25.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.57K- 25.34% |
$463K - $519K
|
16.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.6K- 20.52% |
$466K - $522K
|
21.7K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.8K- 2.71% |
$482K - $540K
|
208K
$22.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.82K- 15.8% |
$484K - $542K
|
31K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.07K- 61.89% |
$504K - $565K
|
3.74K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-6.48K- 26.2% |
$539K - $604K
|
18.3K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.57K- 7.89% |
$546K - $612K
|
76.7K
$8.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-6.76K- 10.32% |
$562K - $630K
|
58.8K
$6.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-7.07K- 78.16% |
$588K - $659K
|
1.98K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.14K- 36.58% |
$593K - $665K
|
12.4K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-7.49K- 1.86% |
$622K - $698K
|
395K
$42.6M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.51K- 11.4% |
$624K - $700K
|
58.3K
$6.29M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.8K- 0.67% |
$648K - $727K
|
1.16M
$125M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.05K- 7.95% |
$752K - $843K
|
105K
$11.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.2K- 3.62% |
$765K - $857K
|
245K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.2K- 3.62% |
$765K - $857K
|
245K
$26.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.97K- 3.26% |
$829K - $929K
|
296K
$31.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.3K- 81.79% |
$858K - $962K
|
2.3K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.5K- 31.69% |
$870K - $975K
|
22.5K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 14.5% |
$917K - $1.03M
|
65K
$7.01M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 11.42% |
$923K - $1.03M
|
86.1K
$9.28M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 4.98% |
$953K - $1.07M
|
219K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 2.89% |
$991K - $1.11M
|
401K
$43.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.5K- 5.41% |
$1.04M - $1.17M
|
219K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-13.3K- 6.64% |
$1.11M - $1.24M
|
187K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 2.88% |
$1.27M - $1.42M
|
514K
$55.4M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-16.4K- 38.24% |
$1.37M - $1.53M
|
26.5K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17.5K- 21.53% |
$1.45M - $1.63M
|
63.7K
$6.87M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-21.6K- 5.67% |
$1.8M - $2.02M
|
359K
$38.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.8K- 14.18% |
$2.56M - $2.87M
|
187K
$20.1M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-30.9K- 91.7% |
$2.57M - $2.88M
|
2.8K
$301K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.4K- 7.48% |
$2.69M - $3.02M
|
401K
$43.2M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-54.3K- 75.74% |
$4.51M - $5.06M
|
17.4K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-68.5K- 56.98% |
$5.7M - $6.39M
|
51.7K
$5.58M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68.7K- 85.1% |
$5.71M - $6.4M
|
12K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Visa Foundation
|
SELL
|
- |
-120K- 6.34% |
$9.98M - $11.2M
|
1.77M
$191M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-152K- 70.09% |
$12.7M - $14.2M
|
65K
$7.01M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.08M- 33.76% |
$256M - $287M
|
6.04M
$651M
|