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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
565New |
$35.3K - $40K
|
565
$60.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
62New |
$3.87K - $4.39K
|
62
$6.69K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.69K
$398K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.02KClosed |
$253K - $308K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.03KClosed |
$316K - $385K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$25.2K - $30.6K
|
400
$43.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.16% |
$1.26K - $1.53K
|
12.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
769+ 17.41% |
$48.4K - $58.9K
|
5.19K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.25K+ 62.49% |
$205K - $249K
|
8.46K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.58KNew |
$225K - $274K
|
3.58K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8- 0.02% |
$503 - $612
|
32.8K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-208- 0.96% |
$13.1K - $15.9K
|
21.5K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-935- 10.51% |
$58.8K - $71.6K
|
7.96K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.6K- 18.67% |
$101K - $122K
|
6.97K
$752K
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$199K - $242K
|
3.17K
$341K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.74KNew |
$109K - $133K
|
1.74K
$187K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.02% |
$126 - $153
|
10.9K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.41% |
$62.9 - $76.5
|
244
$26.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.49K
$377K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.14KNew |
$324K - $394K
|
5.14K
$555K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
444+ 1.76% |
$27.9K - $34K
|
25.7K
$2.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.83KNew |
$241K - $293K
|
3.83K
$413K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.82KNew |
$240K - $292K
|
3.82K
$412K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.3K- 44.08% |
$773K - $940K
|
15.6K
$1.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 12.5% |
$6.29K - $7.65K
|
900
$97K
|
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
SELL
|
- |
-58- 1.69% |
$3.65K - $4.44K
|
3.37K
$363K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.69KClosed |
$232K - $283K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.61KClosed |
$227K - $277K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-365- 9.98% |
$23K - $27.9K
|
3.29K
$355K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.4K - $8.22K
|
100
$10.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-775Closed |
$49.6K - $63.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.71KClosed |
$173K - $223K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.87KClosed |
$183K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-20.6KClosed |
$1.32M - $1.7M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.51KClosed |
$96.4K - $124K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203New |
$13K - $16.7K
|
203
$21.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-250- 71.43% |
$16K - $20.5K
|
100
$10.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.61KClosed |
$231K - $297K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
350New |
$22.4K - $28.8K
|
350
$37.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5Closed |
$320 - $411
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84New |
$5.37K - $6.9K
|
84
$9.06K
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$576 - $740
|
5.39K
$581K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.62K+ 9060.78% |
$296K - $380K
|
4.67K
$504K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$9.6K - $12.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.69KClosed |
$364K - $468K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.15KClosed |
$265K - $341K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$214K - $274K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.6KClosed |
$1.57M - $2.02M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-908Closed |
$58.1K - $74.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$160K - $206K
|
0
$0
|
|