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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
138+ 2.22% |
$13.4K - $15.1K
|
6.35K
$619K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-473- 0.71% |
$45.8K - $51.8K
|
65.8K
$6.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-53- 6.52% |
$5.14K - $5.8K
|
760
$74.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$363K - $410K
|
3.74K
$365K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
188+ 44.87% |
$18.2K - $20.6K
|
607
$59.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-3.67K- 0.65% |
$356K - $402K
|
559K
$54.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 1.91% |
$12.2K - $13.8K
|
6.72K
$655K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.34K+ 13.23% |
$614K - $694K
|
54.2K
$5.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 59.64% |
$16.2K - $18.3K
|
447
$43.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
195+ 7.89% |
$18.9K - $21.4K
|
2.67K
$260K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
19.4K+ 170.61% |
$1.88M - $2.12M
|
30.7K
$3M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-234- 0.66% |
$22.7K - $25.6K
|
35.3K
$3.45M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.09KNew |
$310K - $337K
|
3.09K
$301K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.44MNew |
$145M - $158M
|
1.44M
$141M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
316New |
$31.7K - $34.5K
|
316
$30.8K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.14KNew |
$214K - $233K
|
2.14K
$209K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.73K+ 18.07% |
$374K - $407K
|
24.4K
$2.38M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
176KNew |
$17.7M - $19.2M
|
176K
$17.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.09KNew |
$410K - $446K
|
4.09K
$399K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
98+ 1.98% |
$9.82K - $10.7K
|
5.04K
$491K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.7M- 98.44% |
$170M - $185M
|
26.9K
$2.62M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-94.9K- 78.68% |
$9.51M - $10.4M
|
25.7K
$2.51M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.24K+ 18.13% |
$124K - $135K
|
8.06K
$786K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
49+ 196.0% |
$4.91K - $5.35K
|
74
$7.22K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
134New |
$13.4K - $14.6K
|
134
$13.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.76K- 14.04% |
$176K - $192K
|
10.8K
$1.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.38K+ 1.59% |
$339K - $369K
|
216K
$21.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.83KNew |
$283K - $308K
|
2.83K
$276K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
136+ 0.63% |
$13.6K - $14.8K
|
21.6K
$2.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.9KNew |
$190K - $207K
|
1.9K
$185K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$100 - $109
|
437
$42.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
45+ 1.44% |
$4.51K - $4.91K
|
3.16K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-91- 1.9% |
$9.12K - $9.93K
|
4.69K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.37KNew |
$337K - $367K
|
3.37K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.99K+ 1.42% |
$400K - $435K
|
285K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.86K+ 1.78% |
$687K - $748K
|
393K
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.49K- 2.01% |
$851K - $927K
|
414K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-201- 1.57% |
$20.1K - $21.9K
|
12.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.06K+ 18.46% |
$908K - $989K
|
58.2K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 10.53% |
$30.1K - $32.7K
|
2.55K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.92KNew |
$192K - $209K
|
1.92K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.7KNew |
$1.58M - $1.72M
|
15.7K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
65New |
$6.51K - $7.09K
|
65
$6.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
143+ 4.26% |
$14.3K - $15.6K
|
3.5K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
421+ 9.01% |
$42.2K - $45.9K
|
5.09K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-252- 24.25% |
$25.2K - $27.5K
|
787
$76.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 4.77% |
$538K - $586K
|
118K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 4.7% |
$382K - $416K
|
85K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$501 - $546
|
2.77K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 19.07% |
$161K - $176K
|
6.84K
$667K
|
|