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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.14KNew |
$214K - $233K
|
2.14K
$213K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.73K+ 18.07% |
$374K - $407K
|
24.4K
$2.43M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
176KNew |
$17.7M - $19.2M
|
176K
$17.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.09KNew |
$410K - $446K
|
4.09K
$408K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
98+ 1.98% |
$9.82K - $10.7K
|
5.04K
$502K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.7M- 98.44% |
$170M - $185M
|
26.9K
$2.68M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
49+ 196.0% |
$4.91K - $5.35K
|
74
$7.38K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.24K+ 18.13% |
$124K - $135K
|
8.06K
$804K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-94.9K- 78.68% |
$9.51M - $10.4M
|
25.7K
$2.57M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.38K+ 1.59% |
$339K - $369K
|
216K
$21.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.76K- 14.04% |
$176K - $192K
|
10.8K
$1.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
134New |
$13.4K - $14.6K
|
134
$13.4K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.83KNew |
$283K - $308K
|
2.83K
$282K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
136+ 0.63% |
$13.6K - $14.8K
|
21.6K
$2.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.9KNew |
$190K - $207K
|
1.9K
$189K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$100 - $109
|
437
$43.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
45+ 1.44% |
$4.51K - $4.91K
|
3.16K
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-91- 1.9% |
$9.12K - $9.93K
|
4.69K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-964- 0.23% |
$96.6K - $105K
|
420K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.99K+ 1.42% |
$400K - $435K
|
285K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.86K+ 1.78% |
$687K - $748K
|
393K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.49K- 2.01% |
$851K - $927K
|
414K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-201- 1.57% |
$20.1K - $21.9K
|
12.6K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.06K+ 18.46% |
$908K - $989K
|
58.2K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 10.53% |
$30.1K - $32.7K
|
2.55K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.92KNew |
$192K - $209K
|
1.92K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.7KNew |
$1.58M - $1.72M
|
15.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
99.5K+ 106.64% |
$9.97M - $10.9M
|
193K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.37KNew |
$337K - $367K
|
3.37K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
65New |
$6.51K - $7.09K
|
65
$6.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
143+ 4.26% |
$14.3K - $15.6K
|
3.5K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 4.77% |
$538K - $586K
|
118K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 4.7% |
$382K - $416K
|
85K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$501 - $546
|
2.77K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 19.07% |
$161K - $176K
|
6.84K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.17KNew |
$317K - $345K
|
3.17K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-89- 0.76% |
$8.92K - $9.71K
|
11.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 10.34% |
$4.71M - $5.13M
|
502K
$50M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-318- 5.96% |
$31.9K - $34.7K
|
5.02K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.24K+ 109.41% |
$425K - $463K
|
8.12K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-252- 24.25% |
$25.2K - $27.5K
|
787
$78.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
421+ 9.01% |
$42.2K - $45.9K
|
5.09K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.74K+ 5.56% |
$475K - $517K
|
90K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
188+ 1.1% |
$18.8K - $20.5K
|
17.2K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
621New |
$62.2K - $67.8K
|
621
$61.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4.34KNew |
$435K - $474K
|
4.34K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
5.28KNew |
$529K - $576K
|
5.28K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$20K - $21.8K
|
200
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$401 - $436
|
4.28K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.25K- 16.47% |
$125K - $137K
|
6.35K
$633K
|