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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96KNew |
$196K - $214K
|
1.96K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28.2K- 21.45% |
$2.82M - $3.07M
|
103K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.53% |
$100 - $109
|
188
$22K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.93KNew |
$193K - $210K
|
1.93K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
241New |
$24.1K - $26.3K
|
241
$28.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
365New |
$36.6K - $39.8K
|
365
$42.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
418+ 5.69% |
$41.9K - $45.6K
|
7.77K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30New |
$3.01K - $3.27K
|
30
$3.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-229- 6.12% |
$22.9K - $25K
|
3.51K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.6KNew |
$3.47M - $3.78M
|
34.6K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-277- 11.49% |
$27.7K - $30.2K
|
2.13K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.17K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.49KNew |
$249K - $271K
|
2.49K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-323- 12.12% |
$32.4K - $35.2K
|
2.34K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$20K - $21.8K
|
200
$23.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
103New |
$10.3K - $11.2K
|
103
$12.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-808- 11.63% |
$80.9K - $88.2K
|
6.14K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$235K - $256K
|
2.35K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.98KNew |
$198K - $215K
|
1.98K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12K- 84.6% |
$1.2M - $1.31M
|
2.19K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.62K- 18.88% |
$363K - $395K
|
15.6K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
270+ 7.49% |
$27K - $29.5K
|
3.87K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.18KNew |
$218K - $237K
|
2.18K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
812+ 29.97% |
$81.3K - $88.6K
|
3.52K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.1KNew |
$1.01M - $1.1M
|
10.1K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4New |
$401 - $436
|
4
$469
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
104+ 2.61% |
$10.4K - $11.3K
|
4.09K
$479K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-350- 9.66% |
$35.1K - $38.2K
|
3.28K
$384K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-339- 4.91% |
$34K - $37K
|
6.57K
$770K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.18% |
$91.4 - $102
|
542
$63.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.25KNew |
$206K - $229K
|
2.25K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
13+ 0.28% |
$1.19K - $1.32K
|
4.7K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.61K+ 28.97% |
$695K - $773K
|
33.9K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
700New |
$64K - $71.2K
|
700
$82K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
291+ 10.14% |
$26.6K - $29.6K
|
3.16K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
110+ 102.8% |
$10.1K - $11.2K
|
217
$25.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
741+ 12.47% |
$67.7K - $75.3K
|
6.68K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-933- 6.11% |
$85.2K - $94.8K
|
14.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-130- 26.97% |
$11.9K - $13.2K
|
352
$41.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.8KNew |
$256K - $285K
|
2.8K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.27% |
$1.01K - $1.12K
|
4.06K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.24K+ 22.32% |
$204K - $227K
|
12.3K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70New |
$6.4K - $7.12K
|
70
$8.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-600- 18.29% |
$54.8K - $61K
|
2.68K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
250New |
$22.8K - $25.4K
|
250
$29.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.04KNew |
$187K - $208K
|
2.04K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
425+ 63.91% |
$38.8K - $43.2K
|
1.09K
$128K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64New |
$5.85K - $6.51K
|
64
$7.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2- 0.08% |
$183 - $203
|
2.62K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-31- 1.34% |
$2.83K - $3.15K
|
2.28K
$267K
|
|