Latest Institutional Transactions on Vanguard World Fd Esg U.S. Sto (ESGV)
This table provides information on the latest institutional transactions involving Vanguard World Fd Esg U.S. Sto (ESGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.23% |
$435 - $548
|
2.17K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.67K- 9.65% |
$146K - $184K
|
15.7K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.29% |
$261 - $329
|
1.03K
$113K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
560+ 125.28% |
$48.7K - $61.4K
|
1.01K
$111K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$86.9 - $110
|
225
$24.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 21.06% |
$279K - $352K
|
18.5K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
515+ 15.31% |
$44.8K - $56.5K
|
3.88K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.25% |
$1.65K - $2.08K
|
7.57K
$832K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-307- 2.2% |
$26.7K - $33.7K
|
13.7K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.93KNew |
$168K - $212K
|
1.93K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 1.45% |
$695 - $877
|
560
$61.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.22% |
$695 - $877
|
3.6K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
876+ 7.74% |
$76.2K - $96K
|
12.2K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
789+ 7.08% |
$68.6K - $86.5K
|
11.9K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.86K- 29.27% |
$162K - $204K
|
4.49K
$494K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.32K+ 8.59% |
$202K - $255K
|
29.4K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-3.71K- 1.1% |
$323K - $407K
|
334K
$36.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-154- 5.1% |
$13.4K - $16.9K
|
2.87K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
57+ 1.52% |
$4.96K - $6.25K
|
3.81K
$418K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-23.5K- 23.63% |
$2.04M - $2.58M
|
75.9K
$8.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.32K- 6.85% |
$114K - $144K
|
17.9K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.79K+ 10.77% |
$155K - $196K
|
18.4K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.83K+ 22.47% |
$420K - $530K
|
26.3K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 22.05% |
$235K - $297K
|
15K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
26.9K+ 5.74% |
$2.34M - $2.95M
|
496K
$54.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
912+ 1.71% |
$79.3K - $100K
|
54.4K
$5.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.84K- 7.14% |
$856K - $1.08M
|
128K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.97KNew |
$172K - $216K
|
1.97K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.98KNew |
$172K - $217K
|
1.98K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-124- 5.7% |
$10.8K - $13.6K
|
2.05K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-671- 2.33% |
$58.3K - $73.6K
|
28.2K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
122+ 2.21% |
$10.6K - $13.4K
|
5.64K
$620K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.59K+ 13.35% |
$312K - $393K
|
30.4K
$3.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.1% |
$348 - $439
|
4.14K
$455K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.53K+ 2.54% |
$220K - $278K
|
102K
$11.2M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
49+ 2.37% |
$4.26K - $5.37K
|
2.11K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-17.8K- 48.53% |
$1.55M - $1.95M
|
18.9K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$86.9 - $110
|
247
$27.1K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
181+ 1.9% |
$15.7K - $19.8K
|
9.69K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-9.78K- 2.48% |
$850K - $1.07M
|
384K
$42.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-57- 7.5% |
$4.96K - $6.25K
|
703
$77.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
179+ 29.49% |
$15.6K - $19.6K
|
786
$86.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
21.8K+ 3.9% |
$1.89M - $2.39M
|
581K
$63.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.4K- 4.42% |
$208K - $263K
|
51.8K
$5.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
727+ 14.12% |
$63.2K - $79.7K
|
5.88K
$646K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
9.52K+ 30.97% |
$827K - $1.04M
|
40.3K
$4.42M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16.4K+ 7.07% |
$1.43M - $1.8M
|
249K
$27.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.53K+ 6.88% |
$394K - $497K
|
70.4K
$7.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12+ 0.34% |
$1.04K - $1.32K
|
3.52K
$386K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.1K+ 54.78% |
$269K - $340K
|
8.75K
$962K
|