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 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8+ 0.03% |
$775 - $876
|
28.2K
$3.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.2K+ 299.23% |
$1.09M - $1.23M
|
14.9K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.37K+ 9.97% |
$520K - $588K
|
59.2K
$6.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.3K- 31.39% |
$1.1M - $1.24M
|
24.7K
$2.71M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
110+ 1.82% |
$10.7K - $12K
|
6.17K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
202+ 1.05% |
$19.6K - $22.1K
|
19.5K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10+ 0.3% |
$969 - $1.1K
|
3.36K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$363K - $410K
|
3.74K
$411K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
138+ 2.22% |
$13.4K - $15.1K
|
6.35K
$697K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 1.91% |
$12.2K - $13.8K
|
6.72K
$738K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
195+ 7.89% |
$18.9K - $21.4K
|
2.67K
$293K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-851- 1.38% |
$85.3K - $92.8K
|
60.8K
$6.68M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
322New |
$32.3K - $35.1K
|
322
$35.4K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.09KNew |
$310K - $337K
|
3.09K
$340K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
316New |
$31.7K - $34.5K
|
316
$34.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
134New |
$13.4K - $14.6K
|
134
$14.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.9KNew |
$190K - $207K
|
1.9K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.17KNew |
$317K - $345K
|
3.17K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
65New |
$6.51K - $7.09K
|
65
$7.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 10.53% |
$30.1K - $32.7K
|
2.55K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.92KNew |
$192K - $209K
|
1.92K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
99.5K+ 106.64% |
$9.97M - $10.9M
|
193K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.34KNew |
$335K - $365K
|
3.34K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
103KNew |
$10.4M - $11.3M
|
103K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$20K - $21.8K
|
200
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-31- 11.7% |
$3.11K - $3.38K
|
234
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 0.15% |
$701 - $764
|
4.59K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12+ 14.12% |
$1.2K - $1.31K
|
97
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.92KNew |
$192K - $210K
|
1.92K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
807+ 26.04% |
$80.8K - $88K
|
3.91K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-65- 0.82% |
$6.51K - $7.09K
|
7.85K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-394- 1.0% |
$39.5K - $43K
|
38.9K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.44% |
$100 - $109
|
230
$25.3K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.71% |
$5.01K - $5.46K
|
6.95K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.15K- 23.09% |
$115K - $125K
|
3.83K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
929New |
$93.1K - $101K
|
929
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
28New |
$2.81K - $3.05K
|
28
$3.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-43- 0.36% |
$4.31K - $4.69K
|
12K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6+ 0.2% |
$601 - $655
|
2.97K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
267New |
$26.7K - $29.1K
|
267
$29.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
136New |
$13.6K - $14.8K
|
136
$14.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.35K- 3.07% |
$136K - $148K
|
42.7K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-166- 32.36% |
$16.6K - $18.1K
|
347
$38.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$4.31K - $4.69K
|
43
$4.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.66KNew |
$267K - $291K
|
2.66K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.15K+ 46.75% |
$115K - $125K
|
3.61K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 38.42% |
$7.81K - $8.51K
|
125
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-193- 2.44% |
$19.3K - $21.1K
|
7.73K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.34% |
$100 - $109
|
298
$32.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-550- 16.18% |
$55.1K - $60K
|
2.85K
$313K
|
|