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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.72M - $8.39M
|
103K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 3.65% |
$6.35K - $6.89K
|
2.42K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.89K- 4.53% |
$290K - $315K
|
81.8K
$8.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
3.03KNew |
$226K - $245K
|
3.03K
$326K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-117- 98.32% |
$8.73K - $9.49K
|
2
$216
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.72KNew |
$651K - $707K
|
8.72K
$940K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
30+ 1.09% |
$2.24K - $2.43K
|
2.78K
$299K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.28KNew |
$543K - $590K
|
7.28K
$785K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-11K- 52.06% |
$818K - $889K
|
10.1K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$7.47K - $8.11K
|
100
$10.8K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-6- 0.2% |
$448 - $487
|
3.01K
$324K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47.8K- 49.44% |
$3.37M - $3.75M
|
48.9K
$5.28M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
206+ 2.2% |
$14.5K - $16.1K
|
9.55K
$1.03M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450New |
$31.7K - $35.3K
|
450
$48.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-170- 3.21% |
$12K - $13.3K
|
5.12K
$552K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.63KNew |
$115K - $127K
|
1.63K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.47K- 91.3% |
$103K - $115K
|
140
$15.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.03% |
$493 - $548
|
25.4K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
17.1KNew |
$1.21M - $1.34M
|
17.1K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-617- 1.43% |
$43.4K - $48.3K
|
42.5K
$4.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-487- 6.46% |
$34.3K - $38.2K
|
7.05K
$760K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-201- 3.52% |
$14.1K - $15.7K
|
5.51K
$594K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.4KNew |
$591K - $658K
|
8.4K
$906K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
921New |
$64.8K - $72.2K
|
921
$99.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-225- 1.27% |
$15.8K - $17.6K
|
17.5K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 0.18% |
$7.04K - $7.83K
|
54.7K
$5.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
626+ 21.13% |
$44.1K - $49K
|
3.59K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.04K- 4.85% |
$73.1K - $81.4K
|
20.4K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.71KNew |
$191K - $212K
|
2.71K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-264- 39.76% |
$18.6K - $20.7K
|
400
$43.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-39- 0.54% |
$2.75K - $3.06K
|
7.24K
$781K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$1.76K - $1.96K
|
25
$2.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-39- 9.07% |
$2.75K - $3.06K
|
391
$42.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.59KNew |
$252K - $281K
|
3.59K
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.07% |
$211 - $235
|
4.2K
$453K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 1.38% |
$422 - $470
|
429
$46.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23.2K- 3.33% |
$1.63M - $1.82M
|
673K
$72.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
19.2KNew |
$1.35M - $1.5M
|
19.2K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3New |
$211 - $235
|
3
$323
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.52K- 15.61% |
$107K - $119K
|
8.2K
$884K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
55+ 8.38% |
$3.87K - $4.31K
|
711
$76.7K
|
|
| Q1 2023 | |||||||
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-11.2K- 29.46% |
$729K - $821K
|
26.7K
$2.88M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-64.7KClosed |
$4.22M - $4.76M
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-89- 7.52% |
$5.81K - $6.55K
|
1.09K
$118K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 21.51% |
$87.3K - $98.3K
|
4.88K
$526K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.28% |
$653 - $736
|
3.64K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
25+ 0.28% |
$1.63K - $1.84K
|
8.99K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.91KNew |
$190K - $214K
|
2.91K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$185K - $208K
|
2.83K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.8KNew |
$1.62M - $1.82M
|
24.8K
$2.67M
|
|