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 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 8.02% |
$385K - $429K
|
50.6K
$5.45M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 8.02% |
$385K - $429K
|
50.6K
$5.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.48K- 44.42% |
$391K - $436K
|
5.61K
$604K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-4.64K- 1.47% |
$405K - $452K
|
311K
$33.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.38K- 52.48% |
$469K - $524K
|
4.87K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.5K- 3.61% |
$480K - $535K
|
147K
$15.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-5.65K- 29.01% |
$493K - $550K
|
13.8K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.88K- 10.08% |
$513K - $573K
|
52.5K
$5.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.96K- 95.59% |
$607K - $678K
|
321
$34.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.07K- 22.03% |
$617K - $688K
|
25K
$2.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-7.48K- 52.51% |
$652K - $728K
|
6.76K
$729K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.71K- 44.31% |
$672K - $750K
|
9.69K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.44K- 2.86% |
$736K - $822K
|
287K
$31M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.68K- 13.14% |
$845K - $943K
|
64K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-12K- 6.38% |
$1.04M - $1.16M
|
175K
$18.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16K- 7.32% |
$1.4M - $1.56M
|
203K
$21.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.2K- 7.44% |
$1.41M - $1.58M
|
201K
$21.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-16.2K- 50.67% |
$1.41M - $1.58M
|
15.8K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.8K- 8.66% |
$1.64M - $1.83M
|
198K
$21.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-18.9K- 52.97% |
$1.65M - $1.84M
|
16.8K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 2.49% |
$1.85M - $2.07M
|
833K
$89.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 2.49% |
$1.85M - $2.07M
|
833K
$89.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-23.7K- 22.11% |
$2.07M - $2.31M
|
83.6K
$9.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-24.8K- 10.58% |
$2.17M - $2.42M
|
210K
$22.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-30.9K- 90.91% |
$2.7M - $3.01M
|
3.09K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44.4K- 35.13% |
$3.87M - $4.32M
|
82K
$8.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-46.1K- 9.63% |
$4.02M - $4.49M
|
433K
$46.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Visa Foundation
|
SELL
|
- |
-52K- 2.93% |
$4.54M - $5.06M
|
1.72M
$186M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-56.4K- 7.7% |
$4.92M - $5.49M
|
676K
$72.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-62.3K- 81.18% |
$5.43M - $6.07M
|
14.4K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-66K- 99.9% |
$5.76M - $6.42M
|
68
$7.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-295K- 84.51% |
$25.7M - $28.7M
|
54K
$5.83M
|