Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 2.13% |
$8.63K - $10.2K
|
5.75K
$620K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
113+ 2.48% |
$8.13K - $9.65K
|
4.67K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.76% |
$7.2K - $8.54K
|
3.72K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
98+ 13.44% |
$7.05K - $8.37K
|
827
$89.2K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
93+ 3.25% |
$6.69K - $7.94K
|
2.96K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
88+ 10.06% |
$6.33K - $7.52K
|
963
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
87+ 2.98% |
$6.26K - $7.43K
|
3.01K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
84+ 1.12% |
$6.04K - $7.17K
|
7.58K
$817K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
78+ 0.66% |
$5.61K - $6.66K
|
11.9K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
71New |
$5.11K - $6.06K
|
71
$7.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$4.46K - $5.3K
|
62
$6.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
61+ 2.17% |
$4.39K - $5.21K
|
2.88K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
57+ 2.1% |
$4.1K - $4.87K
|
2.77K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
56+ 1.35% |
$4.03K - $4.78K
|
4.19K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
56+ 0.38% |
$4.03K - $4.78K
|
14.7K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
55+ 0.75% |
$3.96K - $4.7K
|
7.35K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
46+ 0.39% |
$3.31K - $3.93K
|
12K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
45+ 1.95% |
$3.24K - $3.84K
|
2.35K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45+ 0.46% |
$3.24K - $3.84K
|
9.89K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42+ 0.13% |
$3.02K - $3.59K
|
32.2K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 0.61% |
$2.52K - $2.99K
|
5.74K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 0.37% |
$2.52K - $2.99K
|
9.62K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
34+ 850.0% |
$2.45K - $2.9K
|
38
$4.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
32New |
$2.3K - $2.73K
|
32
$3.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
26+ 0.69% |
$1.87K - $2.22K
|
3.79K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.65K - $1.96K
|
6.16K
$664K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
23+ 0.2% |
$1.65K - $1.96K
|
11.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
20+ 6.04% |
$1.44K - $1.71K
|
351
$37.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18+ 0.15% |
$1.3K - $1.54K
|
11.8K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
18+ 0.39% |
$1.3K - $1.54K
|
4.66K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
16+ 1.84% |
$1.15K - $1.37K
|
884
$95.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.31% |
$1.08K - $1.28K
|
4.86K
$524K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15+ 0.3% |
$1.08K - $1.28K
|
4.95K
$533K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
14+ 0.5% |
$1.01K - $1.2K
|
2.82K
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 0.4% |
$1.01K - $1.2K
|
3.55K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.37% |
$935 - $1.11K
|
3.55K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
13+ 0.31% |
$935 - $1.11K
|
4.19K
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.39% |
$863 - $1.02K
|
3.05K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
11+ 0.38% |
$791 - $940
|
2.94K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
11+ 0.4% |
$791 - $940
|
2.79K
$301K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
11+ 0.4% |
$791 - $940
|
2.79K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.4% |
$791 - $940
|
2.74K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8+ 0.15% |
$576 - $683
|
5.49K
$592K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
7+ 0.14% |
$504 - $598
|
5.01K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.34% |
$504 - $598
|
2.08K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7+ 0.23% |
$504 - $598
|
3.04K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.04% |
$432 - $512
|
13.5K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.81% |
$432 - $512
|
750
$80.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.46% |
$288 - $342
|
866
$93.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.07% |
$216 - $256
|
4.53K
$489K
|