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 |
---|---|---|---|---|---|---|---|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
250+ 7.59% |
$21.7K - $27.4K
|
3.55K
$415K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 17.82% |
$911K - $1.15M
|
69.3K
$8.12M
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
3.11KNew |
$270K - $341K
|
3.11K
$364K
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.05KNew |
$178K - $225K
|
2.05K
$241K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66K+ 73.67% |
$144K - $182K
|
3.92K
$459K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.45% |
$86.9 - $110
|
221
$25.9K
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$121K - $152K
|
1.39K
$163K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
971+ 23.78% |
$84.4K - $106K
|
5.05K
$592K
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.31K- 79.71% |
$375K - $473K
|
1.1K
$129K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90+ 0.01% |
$7.82K - $9.87K
|
1.67M
$196M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 30.32% |
$112K - $141K
|
5.52K
$647K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.1K+ 85.68% |
$2.53M - $3.19M
|
63.1K
$7.39M
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
210+ 65.22% |
$18.3K - $23K
|
532
$62.3K
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$86.9 - $110
|
440
$51.6K
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$86.9 - $110
|
17.7K
$2.08M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.74K- 0.48% |
$238K - $300K
|
568K
$66.6M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
188KNew |
$16.4M - $20.7M
|
188K
$22.1M
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 7.84% |
$17.4K - $21.9K
|
2.35K
$275K
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.46K+ 8.6% |
$127K - $160K
|
18.4K
$2.16M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 2.26% |
$4.35K - $5.48K
|
2.26K
$265K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.17% |
$435 - $548
|
2.9K
$340K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.7K- 0.99% |
$235K - $296K
|
271K
$31.8M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 35.5% |
$498K - $628K
|
21.9K
$2.56M
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
209+ 4.55% |
$18.2K - $22.9K
|
4.8K
$563K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-10.1K- 5.17% |
$881K - $1.11M
|
186K
$21.8M
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.02% |
$261 - $329
|
12.4K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 1.12% |
$435 - $548
|
440
$51.6K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
139K+ 54.35% |
$12.1M - $15.3M
|
396K
$46.4M
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.59KNew |
$225K - $284K
|
2.59K
$303K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.08K- 11.35% |
$93.5K - $118K
|
8.41K
$985K
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-522- 47.63% |
$45.4K - $57.2K
|
574
$67.3K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-471- 4.75% |
$40.9K - $51.6K
|
9.44K
$1.11M
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
920+ 18.47% |
$80K - $101K
|
5.9K
$692K
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-348- 4.2% |
$30.3K - $38.2K
|
7.95K
$931K
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
1.29K+ 28.17% |
$112K - $141K
|
5.85K
$686K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-191- 2.98% |
$16.6K - $20.9K
|
6.21K
$728K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 3.49% |
$106K - $134K
|
33.7K
$3.95M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
8.08KNew |
$702K - $885K
|
8.08K
$946K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.4K- 13.34% |
$907K - $1.14M
|
67.8K
$7.94M
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-4.32K- 64.31% |
$375K - $474K
|
2.4K
$281K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 4.9% |
$1.19M - $1.5M
|
265K
$31M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-297- 10.28% |
$25.8K - $32.6K
|
2.59K
$304K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.35KNew |
$205K - $258K
|
2.35K
$276K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 11.14% |
$104K - $132K
|
12K
$1.4M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284New |
$24.7K - $31.1K
|
284
$33.3K
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3- 0.03% |
$261 - $329
|
11.5K
$1.35M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.02KNew |
$175K - $221K
|
2.02K
$236K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.52K+ 30.68% |
$219K - $276K
|
10.7K
$1.26M
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.2KNew |
$278K - $351K
|
3.2K
$375K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
111K+ 22.02% |
$9.68M - $12.2M
|
617K
$72.3M
|