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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
32+ 0.58% |
$3.1K - $3.5K
|
5.52K
$539K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
150+ 1.84% |
$14.5K - $16.4K
|
8.3K
$809K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.46K- 31.15% |
$238K - $269K
|
5.43K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
578+ 1.98% |
$56K - $63.3K
|
29.8K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 8.3% |
$105K - $118K
|
14.1K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-314K- 45.29% |
$30.4M - $34.4M
|
379K
$37M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
57.9K+ 4.01% |
$5.61M - $6.34M
|
1.5M
$147M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
736+ 9.13% |
$71.3K - $80.6K
|
8.8K
$858K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7.5K- 36.6% |
$727K - $821K
|
13K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 15.4% |
$144K - $162K
|
11.1K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
189+ 6.04% |
$18.3K - $20.7K
|
3.32K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2+ 0.05% |
$194 - $219
|
4.02K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.75KNew |
$460K - $520K
|
4.75K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.19KNew |
$309K - $350K
|
3.19K
$311K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
65+ 1.84% |
$6.3K - $7.12K
|
3.59K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-237- 8.11% |
$23K - $26K
|
2.68K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.61KNew |
$156K - $176K
|
1.61K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
305+ 5.4% |
$29.6K - $33.4K
|
5.95K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.89K+ 625.76% |
$377K - $426K
|
4.51K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-324- 0.86% |
$31.4K - $35.5K
|
37.5K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$96.9 - $110
|
173
$16.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 1.5% |
$5.23K - $5.91K
|
3.55K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-561- 9.03% |
$54.4K - $61.4K
|
5.65K
$551K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-66- 8.81% |
$6.4K - $7.23K
|
683
$66.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 25.58% |
$99.5K - $112K
|
5.04K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6KNew |
$582K - $657K
|
6K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-403- 15.51% |
$39.1K - $44.1K
|
2.2K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 16.6% |
$163K - $184K
|
8.46K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 43.49% |
$1.15M - $1.3M
|
15.4K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$96.9 - $110
|
4.19K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
13.2KNew |
$1.28M - $1.45M
|
13.2K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$231K - $261K
|
2.39K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.65K+ 106.87% |
$451K - $510K
|
9.01K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.3K+ 10.65% |
$2.17M - $2.45M
|
232K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.07KNew |
$201K - $227K
|
2.07K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-592- 2.66% |
$57.4K - $64.8K
|
21.7K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.37K+ 6.94% |
$133K - $150K
|
21.1K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-4.83K- 3.45% |
$468K - $529K
|
135K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.24K+ 14.45% |
$120K - $135K
|
9.78K
$954K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.04% |
$96.9 - $110
|
2.39K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.05K+ 1.22% |
$296K - $334K
|
254K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-440- 3.58% |
$42.6K - $48.2K
|
11.9K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 18.43% |
$165K - $186K
|
7.53K
$734K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6- 2.79% |
$582 - $657
|
209
$20.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
235+ 5.33% |
$22.8K - $25.7K
|
4.64K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
8.27K+ 66.61% |
$802K - $906K
|
20.7K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 3.45% |
$96.9 - $110
|
28
$2.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$679 - $767
|
2.74K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.17KNew |
$598K - $676K
|
6.17K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-47- 9.31% |
$4.56K - $5.15K
|
458
$44.7K
|