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 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-824Closed |
$61.1K - $72.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-161Closed |
$11.9K - $14.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 8.0% |
$148 - $177
|
27
$3.16K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.28KClosed |
$169K - $201K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-106KClosed |
$7.86M - $9.36M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-10.2KClosed |
$755K - $899K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.37KClosed |
$175K - $209K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-82Closed |
$6.08K - $7.24K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-42.3KClosed |
$3.13M - $3.73M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-47.9KClosed |
$3.82M - $4.24M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-71Closed |
$5.66K - $6.28K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
786New |
$62.6K - $69.5K
|
786
$92.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5Closed |
$399 - $442
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.87KClosed |
$388K - $431K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$123K - $137K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
163+ 118.98% |
$13K - $14.4K
|
300
$35.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.07KNew |
$84.9K - $94.2K
|
1.07K
$125K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-155Closed |
$12.4K - $13.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Oregon Health & Science University
Portland, OR |
SELL
|
- |
-2.84MClosed |
$225M - $241M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-500Closed |
$39.7K - $42.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
106+ 37.72% |
$8.41K - $9K
|
387
$45.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.58KClosed |
$681K - $728K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.69KClosed |
$213K - $228K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.5KClosed |
$486K - $521K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95New |
$7.1K - $7.6K
|
95
$11.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.5KClosed |
$2.13M - $2.28M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
$2.92M - $3.13M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-3KClosed |
$224K - $240K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-12.1KClosed |
$902K - $966K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-4.24KClosed |
$317K - $340K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-13Closed |
$971 - $1.04K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-907- 13.54% |
$67.8K - $72.6K
|
5.79K
$679K
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.9KNew |
$441K - $472K
|
5.9K
$691K
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
89New |
$6.65K - $7.12K
|
89
$10.4K
|
|
| Q1 2021 | |||||||
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-66.6KClosed |
$4.62M - $4.96M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.88KClosed |
$199K - $214K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-828Closed |
$57.4K - $61.7K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-15Closed |
$1.04K - $1.12K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.39K+ 24.89% |
$96K - $103K
|
6.95K
$814K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-8.65KClosed |
$524K - $607K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.38KNew |
$204K - $237K
|
3.38K
$395K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-14KClosed |
$794K - $923K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-214Closed |
$12.1K - $14.1K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.03KClosed |
$58.2K - $67.7K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-900Closed |
$51K - $59.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
101+ 42.98% |
$4.41K - $5.86K
|
336
$39.4K
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1KClosed |
$43.7K - $58K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$13.1K - $17.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1Closed |
$39.7 - $60.1
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-300Closed |
$11.9K - $18K
|
0
$0
|
|