Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7- 0.19% |
$701 - $764
|
3.61K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8- 0.33% |
$801 - $873
|
2.44K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 0.4% |
$1K - $1.09K
|
2.47K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-14- 0.49% |
$1.4K - $1.53K
|
2.84K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-17- 0.19% |
$1.7K - $1.85K
|
8.98K
$969K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-20- 0.3% |
$2K - $2.18K
|
6.56K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.45% |
$2.5K - $2.73K
|
5.53K
$596K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-27- 0.47% |
$2.7K - $2.95K
|
5.78K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35- 3.83% |
$3.51K - $3.82K
|
880
$95K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-40- 1.59% |
$4.01K - $4.36K
|
2.48K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-48- 3.21% |
$4.81K - $5.24K
|
1.45K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-50- 2.22% |
$5.01K - $5.46K
|
2.2K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.71% |
$5.01K - $5.46K
|
6.95K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 0.58% |
$5.01K - $5.46K
|
8.55K
$922K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-58- 0.46% |
$5.81K - $6.33K
|
12.4K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-61- 1.04% |
$6.11K - $6.66K
|
5.82K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-65- 0.82% |
$6.51K - $7.09K
|
7.85K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-66- 0.71% |
$6.61K - $7.2K
|
9.26K
$999K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-68- 2.09% |
$6.81K - $7.42K
|
3.18K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-71- 4.01% |
$7.11K - $7.75K
|
1.7K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 38.42% |
$7.81K - $8.51K
|
125
$13.5K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-81- 0.85% |
$8.11K - $8.84K
|
9.42K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-81- 2.97% |
$8.11K - $8.84K
|
2.64K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-84- 5.9% |
$8.42K - $9.16K
|
1.34K
$145K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 2.24% |
$8.52K - $9.27K
|
3.71K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-86- 0.85% |
$8.62K - $9.38K
|
10K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-91- 0.8% |
$9.12K - $9.93K
|
11.3K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-95- 3.82% |
$9.52K - $10.4K
|
2.39K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-107- 1.47% |
$10.7K - $11.7K
|
7.16K
$772K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-111- 0.19% |
$11.1K - $12.1K
|
59K
$6.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-116- 0.91% |
$11.6K - $12.7K
|
12.6K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-137- 1.46% |
$13.7K - $14.9K
|
9.23K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-141- 5.97% |
$14.1K - $15.4K
|
2.22K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-142- 3.57% |
$14.2K - $15.5K
|
3.84K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-161- 0.4% |
$16.1K - $17.6K
|
40.5K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-165- 5.87% |
$16.5K - $18K
|
2.64K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-166- 32.36% |
$16.6K - $18.1K
|
347
$37.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-174- 5.51% |
$17.4K - $19K
|
2.98K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-182- 0.56% |
$18.2K - $19.9K
|
32.4K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-184- 1.33% |
$18.4K - $20.1K
|
13.7K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-187- 3.01% |
$18.7K - $20.4K
|
6.04K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-189- 2.64% |
$18.9K - $20.6K
|
6.98K
$753K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-193- 2.44% |
$19.3K - $21.1K
|
7.73K
$834K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-198- 5.42% |
$19.8K - $21.6K
|
3.45K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-200- 1.6% |
$20K - $21.8K
|
12.3K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 4.55% |
$20K - $21.8K
|
4.2K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-208- 0.38% |
$20.8K - $22.7K
|
54.9K
$5.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-212- 0.87% |
$21.2K - $23.1K
|
24.1K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-225- 2.48% |
$22.5K - $24.5K
|
8.84K
$954K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-226- 0.91% |
$22.6K - $24.7K
|
24.7K
$2.66M
|