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 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
10+ 0.19% |
$872 - $974
|
5.35K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9+ 0.2% |
$785 - $876
|
4.58K
$422K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 20.93% |
$785 - $876
|
52
$4.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 0.33% |
$785 - $876
|
2.72K
$251K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.3% |
$785 - $876
|
2.97K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.33% |
$785 - $876
|
2.76K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.29% |
$698 - $779
|
2.79K
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8+ 0.29% |
$698 - $779
|
2.81K
$259K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.07% |
$523 - $584
|
8.01K
$739K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.19% |
$436 - $487
|
2.57K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 0.27% |
$436 - $487
|
1.83K
$169K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.24% |
$436 - $487
|
2.09K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4+ 0.08% |
$349 - $389
|
5.14K
$474K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$349 - $389
|
4.27K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4+ 0.09% |
$349 - $389
|
4.68K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.29% |
$262 - $292
|
1.02K
$94.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.03% |
$262 - $292
|
11.9K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.07% |
$262 - $292
|
4.08K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.2% |
$262 - $292
|
1.49K
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$174 - $195
|
27.7K
$2.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.11% |
$174 - $195
|
1.75K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.34% |
$174 - $195
|
584
$53.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.3% |
$174 - $195
|
675
$62.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$174 - $195
|
2.26K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.18% |
$87.2 - $97.4
|
543
$50.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.44% |
$87.2 - $97.4
|
229
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$87.2 - $97.4
|
2.97K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$87.2 - $97.4
|
1.26K
$116K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$87.2 - $97.4
|
223
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.12% |
$87.2 - $97.4
|
806
$74.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1+ 0.02% |
$87.2 - $97.4
|
5.05K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$87.2 - $97.4
|
435
$40.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.28% |
$87.2 - $97.4
|
354
$32.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.34% |
$87.2 - $97.4
|
297
$27.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.01% |
$87.2 - $97.4
|
17.5K
$1.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-2- 6.25% |
$174 - $195
|
30
$2.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-7- 0.16% |
$611 - $682
|
4.28K
$395K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-8- 0.19% |
$698 - $779
|
4.27K
$394K
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-9- 0.09% |
$785 - $876
|
9.84K
$907K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10- 0.31% |
$872 - $974
|
3.17K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16- 0.16% |
$1.4K - $1.56K
|
10.2K
$944K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-20- 0.49% |
$1.74K - $1.95K
|
4.04K
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-20- 0.27% |
$1.74K - $1.95K
|
7.3K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-24- 0.81% |
$2.09K - $2.34K
|
2.95K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-25- 0.9% |
$2.18K - $2.43K
|
2.75K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-26- 0.56% |
$2.27K - $2.53K
|
4.6K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 7.63% |
$2.53K - $2.82K
|
351
$32.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-30- 3.71% |
$2.62K - $2.92K
|
779
$71.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36- 0.28% |
$3.14K - $3.51K
|
12.8K
$1.18M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-52- 1.03% |
$4.54K - $5.06K
|
4.99K
$460K
|