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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 7.85% |
$37.6K - $40.9K
|
4.41K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
69+ 2.34% |
$6.91K - $7.53K
|
3.02K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-81- 0.85% |
$8.11K - $8.84K
|
9.42K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
357+ 16.03% |
$35.8K - $38.9K
|
2.58K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-212- 0.87% |
$21.2K - $23.1K
|
24.1K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 0.4% |
$1K - $1.09K
|
2.47K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.6KNew |
$3.47M - $3.78M
|
34.6K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
780+ 7.52% |
$78.1K - $85.1K
|
11.2K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-107- 1.47% |
$10.7K - $11.7K
|
7.16K
$777K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
930+ 2.84% |
$93.2K - $101K
|
33.6K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.45% |
$2.5K - $2.73K
|
5.53K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.06% |
$301 - $327
|
5.06K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7- 0.19% |
$701 - $764
|
3.61K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 0.11% |
$1.8K - $1.96K
|
16.1K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 1.36% |
$401 - $436
|
298
$32.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
14.4KNew |
$1.44M - $1.57M
|
14.4K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$801 - $873
|
3.43K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
220New |
$22K - $24K
|
220
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-277- 11.49% |
$27.7K - $30.2K
|
2.13K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.22% |
$902 - $982
|
4.1K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-20- 0.3% |
$2K - $2.18K
|
6.56K
$711K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.5KNew |
$251K - $273K
|
2.5K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.28% |
$1.3K - $1.42K
|
4.73K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-996- 2.17% |
$99.8K - $109K
|
44.9K
$4.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-516- 4.84% |
$51.7K - $56.3K
|
10.1K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
32+ 0.27% |
$3.21K - $3.49K
|
12.1K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
66.3KNew |
$6.64M - $7.24M
|
66.3K
$7.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 9.44% |
$318K - $347K
|
30.5K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
444+ 0.14% |
$44.5K - $48.4K
|
312K
$33.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-254- 1.73% |
$25.4K - $27.7K
|
14.5K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-392- 5.53% |
$39.3K - $42.8K
|
6.7K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
505New |
$50.6K - $55.1K
|
505
$54.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-314- 2.49% |
$31.5K - $34.3K
|
12.3K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.6K+ 1.56% |
$1.06M - $1.16M
|
694K
$75.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 7.84% |
$2.5K - $2.73K
|
344
$37.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.95KNew |
$196K - $213K
|
1.95K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.49KNew |
$249K - $271K
|
2.49K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.33K- 33.34% |
$133K - $145K
|
2.66K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$200 - $218
|
27.6K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.42KNew |
$242K - $264K
|
2.42K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.26% |
$1.1K - $1.2K
|
4.23K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
515+ 14.39% |
$51.6K - $56.2K
|
4.09K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-198- 5.42% |
$19.8K - $21.6K
|
3.45K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-482- 4.9% |
$48.3K - $52.6K
|
9.35K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.56K+ 5.76% |
$257K - $279K
|
47K
$5.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.83K+ 1.44% |
$383K - $417K
|
270K
$29.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
913New |
$91.5K - $99.6K
|
913
$99.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.08K+ 5.79% |
$108K - $118K
|
19.8K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-245- 4.6% |
$24.5K - $26.7K
|
5.08K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.09K
|