Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
4.03K+ 2.94% |
$352K - $393K
|
141K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.99K+ 21.98% |
$348K - $389K
|
22.2K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.84K+ 4.96% |
$335K - $374K
|
81.3K
$8.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.76KNew |
$328K - $366K
|
3.76K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.69KNew |
$322K - $360K
|
3.69K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.67KNew |
$320K - $357K
|
3.67K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
3.52K+ 68.88% |
$307K - $343K
|
8.64K
$931K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.51K+ 83.72% |
$306K - $342K
|
7.71K
$831K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.43K+ 8.69% |
$299K - $334K
|
42.9K
$4.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.33KNew |
$291K - $324K
|
3.33K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.25KNew |
$283K - $316K
|
3.25K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.21K+ 1.74% |
$280K - $313K
|
187K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.19K+ 26.38% |
$278K - $311K
|
15.3K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
3.1KNew |
$270K - $302K
|
3.1K
$334K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.07KNew |
$268K - $299K
|
3.07K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.95KNew |
$257K - $287K
|
2.95K
$318K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.92K+ 83.87% |
$254K - $284K
|
6.39K
$689K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.72K+ 1.33% |
$237K - $265K
|
207K
$22.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.58K+ 1.21% |
$225K - $251K
|
215K
$23.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.52KNew |
$219K - $245K
|
2.52K
$271K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$214K - $239K
|
2.45K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.43KNew |
$212K - $236K
|
2.43K
$262K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.41K+ 4.82% |
$210K - $235K
|
52.4K
$5.65M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.41K+ 4.82% |
$210K - $235K
|
52.4K
$5.65M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.39K+ 6.9% |
$209K - $233K
|
37.1K
$4M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.37K+ 30.9% |
$206K - $230K
|
10K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.31KNew |
$201K - $225K
|
2.31K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.25K+ 44.54% |
$196K - $219K
|
7.29K
$786K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.24KNew |
$195K - $218K
|
2.24K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.15KNew |
$187K - $209K
|
2.15K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.13KNew |
$186K - $207K
|
2.13K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.08K+ 53.65% |
$181K - $202K
|
5.94K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.01K+ 12.54% |
$175K - $196K
|
18.1K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 16.44% |
$170K - $190K
|
13.8K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.92K+ 7.86% |
$167K - $187K
|
26.3K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.88K+ 13.37% |
$164K - $183K
|
16K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.84K+ 0.72% |
$161K - $179K
|
258K
$27.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 8.99% |
$161K - $179K
|
22.3K
$2.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.83K+ 3.4% |
$160K - $178K
|
55.6K
$6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.75K+ 25.77% |
$152K - $170K
|
8.53K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.66K+ 2.83% |
$145K - $162K
|
60.3K
$6.5M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.61K+ 59.09% |
$140K - $156K
|
4.32K
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 8.29% |
$130K - $145K
|
19.4K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.41K+ 37.75% |
$123K - $137K
|
5.15K
$555K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.4K+ 13.08% |
$122K - $136K
|
12.1K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.4K+ 4.33% |
$122K - $136K
|
33.7K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.39KNew |
$121K - $135K
|
1.39K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.14KNew |
$99.6K - $111K
|
1.14K
$123K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.06K+ 0.63% |
$92K - $103K
|
168K
$18.1M
|