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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
177+ 4.75% |
$15.4K - $17.2K
|
3.9K
$421K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
169+ 112.67% |
$14.7K - $16.5K
|
319
$34.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
168+ 16.54% |
$14.7K - $16.4K
|
1.18K
$128K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
158+ 4.06% |
$13.8K - $15.4K
|
4.05K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
152+ 1.2% |
$13.3K - $14.8K
|
12.8K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 0.93% |
$13.1K - $14.6K
|
16.3K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
144+ 0.83% |
$12.6K - $14K
|
17.4K
$1.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
137+ 13.33% |
$12K - $13.3K
|
1.17K
$126K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
107+ 3.05% |
$9.33K - $10.4K
|
3.62K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
107New |
$9.33K - $10.4K
|
107
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
106+ 4.64% |
$9.25K - $10.3K
|
2.39K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
106+ 3.9% |
$9.25K - $10.3K
|
2.83K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
105New |
$9.16K - $10.2K
|
105
$11.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
105+ 22.48% |
$9.16K - $10.2K
|
572
$61.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
103+ 0.31% |
$8.99K - $10K
|
33.2K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100+ 1.23% |
$8.72K - $9.74K
|
8.24K
$888K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
98+ 0.76% |
$8.55K - $9.54K
|
12.9K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
98+ 2.79% |
$8.55K - $9.54K
|
3.61K
$389K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
95+ 0.39% |
$8.29K - $9.25K
|
24.3K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
90+ 0.56% |
$7.85K - $8.76K
|
16.2K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.54% |
$7.07K - $7.89K
|
15.2K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
80+ 3.42% |
$6.98K - $7.79K
|
2.42K
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
64+ 1.55% |
$5.58K - $6.23K
|
4.19K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
59+ 0.7% |
$5.15K - $5.74K
|
8.48K
$914K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
54+ 0.62% |
$4.71K - $5.26K
|
8.79K
$947K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
50+ 0.58% |
$4.36K - $4.87K
|
8.72K
$940K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
46+ 1.73% |
$4.01K - $4.48K
|
2.7K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 0.21% |
$3.93K - $4.38K
|
21.4K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
44+ 0.25% |
$3.84K - $4.28K
|
17.6K
$1.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
41New |
$3.58K - $3.99K
|
41
$4.42K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
40+ 4.61% |
$3.49K - $3.89K
|
908
$97.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
37+ 0.31% |
$3.23K - $3.6K
|
12K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 0.16% |
$2.97K - $3.31K
|
21.4K
$2.31M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
30+ 0.13% |
$2.62K - $2.92K
|
23.5K
$2.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
29+ 0.3% |
$2.53K - $2.82K
|
9.74K
$1.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
28New |
$2.44K - $2.73K
|
28
$3.02K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28+ 0.85% |
$2.44K - $2.73K
|
3.33K
$359K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
28+ 0.21% |
$2.44K - $2.73K
|
13.1K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23New |
$2.01K - $2.24K
|
23
$2.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
19+ 0.16% |
$1.66K - $1.85K
|
11.8K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
17+ 0.3% |
$1.48K - $1.66K
|
5.78K
$623K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
16+ 0.32% |
$1.4K - $1.56K
|
4.97K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
15+ 0.32% |
$1.31K - $1.46K
|
4.69K
$505K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 1.9% |
$1.31K - $1.46K
|
806
$86.9K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 5.38% |
$1.31K - $1.46K
|
294
$31.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.31K - $1.46K
|
10.9K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.32% |
$1.13K - $1.27K
|
4.05K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11+ 0.31% |
$960 - $1.07K
|
3.57K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
11New |
$960 - $1.07K
|
11
$1.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.31% |
$960 - $1.07K
|
3.57K
$385K
|