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 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
113New |
$9.39K - $10.5K
|
113
$12.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.01K- 18.42% |
$84.1K - $94.3K
|
4.48K
$493K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-680- 50.0% |
$56.5K - $63.4K
|
680
$74.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
582+ 4.31% |
$48.4K - $54.2K
|
14.1K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
95+ 2.92% |
$7.9K - $8.85K
|
3.35K
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.11KNew |
$674K - $755K
|
8.11K
$891K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
7K+ 77.78% |
$582K - $652K
|
16K
$1.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.13% |
$1.33K - $1.49K
|
12.1K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
6.48KNew |
$539K - $604K
|
6.48K
$712K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$582 - $652
|
3.06K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-94- 7.21% |
$7.82K - $8.76K
|
1.21K
$133K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 24.68% |
$4.74K - $5.31K
|
288
$31.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
199KNew |
$16.6M - $18.6M
|
199K
$21.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.68KNew |
$223K - $250K
|
2.68K
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.25KNew |
$187K - $210K
|
2.25K
$247K
|
|
| Q4 2023 | |||||||
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.74KNew |
$700K - $831K
|
9.74K
$1.07M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.4KNew |
$101K - $120K
|
1.4K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$4.46K - $5.3K
|
62
$6.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
14.3KNew |
$1.03M - $1.22M
|
14.3K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
71New |
$5.11K - $6.06K
|
71
$7.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.43K- 39.65% |
$247K - $293K
|
5.22K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.6KNew |
$187K - $222K
|
2.6K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
901New |
$64.8K - $77K
|
901
$99K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.82K- 9.83% |
$203K - $241K
|
25.9K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18- 0.14% |
$1.3K - $1.54K
|
12.9K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.05KNew |
$219K - $261K
|
3.05K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
32.5KNew |
$2.34M - $2.77M
|
32.5K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.44M - $8.83M
|
103K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$266K - $316K
|
3.7K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
168New |
$12.1K - $14.3K
|
168
$18.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
5.04KNew |
$362K - $430K
|
5.04K
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.81% |
$432 - $512
|
750
$82.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
199New |
$14.3K - $17K
|
199
$21.9K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-953- 22.06% |
$68.6K - $81.4K
|
3.37K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 2.13% |
$8.63K - $10.2K
|
5.75K
$632K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
64.2KNew |
$4.62M - $5.48M
|
64.2K
$7.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.36KNew |
$169K - $201K
|
2.36K
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.32K- 64.99% |
$167K - $198K
|
1.25K
$137K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
870+ 66.92% |
$62.6K - $74.3K
|
2.17K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.09K- 3.82% |
$78.2K - $92.8K
|
27.4K
$3.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.2K+ 13.19% |
$158K - $188K
|
18.9K
$2.07M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.43K
|
30
$3.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.28% |
$597 - $649
|
2.87K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.3K+ 20.12% |
$96.7K - $105K
|
7.73K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.27K - $1.38K
|
17
$1.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
780+ 4.87% |
$58.2K - $63.3K
|
16.8K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.03KNew |
$226K - $246K
|
3.03K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 3.65% |
$6.35K - $6.89K
|
2.42K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.72M - $8.39M
|
103K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
60New |
$4.48K - $4.87K
|
60
$6.59K
|
|