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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3K- 17.54% |
$290K - $328K
|
14.1K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$96.9 - $110
|
354
$41.5K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
129+ 4.73% |
$12.5K - $14.1K
|
2.85K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
144New |
$14K - $15.8K
|
144
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148K- 66.13% |
$14.3M - $16.2M
|
75.5K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-226- 7.11% |
$21.9K - $24.7K
|
2.95K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.34KNew |
$130K - $147K
|
1.34K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$129K - $146K
|
1.33K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-57- 3.93% |
$5.53K - $6.24K
|
1.39K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-579- 17.93% |
$56.1K - $63.4K
|
2.65K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
729+ 5.65% |
$70.7K - $79.8K
|
13.6K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-254- 9.61% |
$24.6K - $27.8K
|
2.39K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-225- 7.93% |
$21.8K - $24.6K
|
2.61K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.65K- 1.77% |
$354K - $400K
|
203K
$23.7M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-138- 4.09% |
$13.4K - $15.1K
|
3.24K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
241+ 3.03% |
$23.4K - $26.4K
|
8.2K
$960K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
55+ 7.45% |
$5.33K - $6.02K
|
793
$92.9K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$96.9 - $110
|
1.93K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
550+ 5.19% |
$53.3K - $60.2K
|
11.2K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25+ 1.14% |
$2.42K - $2.74K
|
2.23K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-4- 0.15% |
$388 - $438
|
2.74K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.27% |
$1.94K - $2.19K
|
7.34K
$860K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 63.46% |
$97.3K - $110K
|
2.59K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.74K+ 22.54% |
$169K - $191K
|
9.48K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
233+ 9.7% |
$22.6K - $25.5K
|
2.64K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
189+ 6.04% |
$18.3K - $20.7K
|
3.32K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.19KNew |
$309K - $350K
|
3.19K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 8.3% |
$105K - $118K
|
14.1K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
578+ 1.98% |
$56K - $63.3K
|
29.8K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-237- 8.11% |
$23K - $26K
|
2.68K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.89K+ 625.76% |
$377K - $426K
|
4.51K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$231K - $261K
|
2.39K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
13.2KNew |
$1.28M - $1.45M
|
13.2K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 25.58% |
$99.5K - $112K
|
5.04K
$590K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6KNew |
$582K - $657K
|
6K
$703K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.05K+ 1.22% |
$296K - $334K
|
254K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$679 - $767
|
2.74K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-47- 9.31% |
$4.56K - $5.15K
|
458
$53.7K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$969 - $1.1K
|
10
$1.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-15- 0.23% |
$1.45K - $1.64K
|
6.47K
$759K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.67% |
$194 - $219
|
300
$35.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-187- 16.37% |
$18.1K - $20.5K
|
955
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
11.7K+ 243.73% |
$1.13M - $1.28M
|
16.5K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.22% |
$4.85K - $5.48K
|
23K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
990New |
$96K - $108K
|
990
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.37KNew |
$423K - $478K
|
4.37K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.01KClosed |
$98.3K - $111K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
993+ 14.23% |
$96.3K - $109K
|
7.97K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$96.9 - $110
|
1.26K
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-574- 29.73% |
$55.6K - $62.9K
|
1.36K
$159K
|