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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.98KNew |
$172K - $217K
|
1.98K
$232K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-124- 5.7% |
$10.8K - $13.6K
|
2.05K
$240K
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-671- 2.33% |
$58.3K - $73.6K
|
28.2K
$3.3M
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
122+ 2.21% |
$10.6K - $13.4K
|
5.64K
$661K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.59K+ 13.35% |
$312K - $393K
|
30.4K
$3.57M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.1% |
$348 - $439
|
4.14K
$485K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.53K+ 2.54% |
$220K - $278K
|
102K
$12M
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
49+ 2.37% |
$4.26K - $5.37K
|
2.11K
$248K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-17.8K- 48.53% |
$1.55M - $1.95M
|
18.9K
$2.22M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$86.9 - $110
|
247
$28.9K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
181+ 1.9% |
$15.7K - $19.8K
|
9.69K
$1.14M
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-9.78K- 2.48% |
$850K - $1.07M
|
384K
$45M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-57- 7.5% |
$4.96K - $6.25K
|
703
$82.4K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
179+ 29.49% |
$15.6K - $19.6K
|
786
$92.1K
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
21.8K+ 3.9% |
$1.89M - $2.39M
|
581K
$68M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.4K- 4.42% |
$208K - $263K
|
51.8K
$6.07M
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
727+ 14.12% |
$63.2K - $79.7K
|
5.88K
$689K
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
9.52K+ 30.97% |
$827K - $1.04M
|
40.3K
$4.72M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16.4K+ 7.07% |
$1.43M - $1.8M
|
249K
$29.1M
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.53K+ 6.88% |
$394K - $497K
|
70.4K
$8.25M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12+ 0.34% |
$1.04K - $1.32K
|
3.52K
$412K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.1K+ 54.78% |
$269K - $340K
|
8.75K
$1.03M
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.89K+ 5.35% |
$164K - $207K
|
37.2K
$4.36M
|
|
Q1 2025 | |||||||
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.5KClosed |
$242K - $274K
|
0
$0
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.67% |
$96.9 - $110
|
151
$17.7K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
367New |
$35.6K - $40.2K
|
367
$43K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.13KNew |
$207K - $233K
|
2.13K
$250K
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.87KNew |
$472K - $533K
|
4.87K
$571K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.66KNew |
$258K - $292K
|
2.66K
$312K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 6.67% |
$18.4K - $20.8K
|
2.66K
$311K
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.95KNew |
$770K - $870K
|
7.95K
$931K
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-123- 4.14% |
$11.9K - $13.5K
|
2.85K
$334K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.8K- 69.09% |
$1.53M - $1.73M
|
7.08K
$830K
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 0.86% |
$4.85K - $5.48K
|
5.83K
$684K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-681- 8.38% |
$66K - $74.6K
|
7.44K
$872K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.82K+ 1.93% |
$274K - $309K
|
149K
$17.5M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.64KNew |
$256K - $289K
|
2.64K
$309K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$288K - $326K
|
2.97K
$348K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-140- 0.36% |
$13.6K - $15.3K
|
39.2K
$4.59M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 3.29% |
$9.01K - $10.2K
|
2.92K
$342K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.26K+ 15.17% |
$122K - $138K
|
9.56K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.15M - $2.42M
|
22.1K
$2.59M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
81.6K+ 22.73% |
$7.91M - $8.93M
|
440K
$51.6M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
2.8KNew |
$271K - $307K
|
2.8K
$328K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-457- 1.02% |
$44.3K - $50K
|
44.5K
$5.21M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$2.08M - $2.35M
|
21.5K
$2.52M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.9K- 89.75% |
$2.12M - $2.4M
|
2.5K
$293K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$235K - $265K
|
2.42K
$284K
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3K+ 3060.2% |
$291K - $328K
|
3.1K
$363K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106New |
$10.3K - $11.6K
|
106
$12.4K
|