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 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-3- 0.51% |
$274 - $305
|
581
$62.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.58K+ 475.83% |
$144K - $160K
|
1.91K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.21% |
$2.92K - $3.25K
|
15.2K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
151+ 2.84% |
$13.8K - $15.3K
|
5.47K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.13% |
$1.46K - $1.63K
|
12.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 4.65% |
$219K - $244K
|
49.1K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-415- 2.87% |
$37.9K - $42.2K
|
14K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-149- 4.99% |
$13.6K - $15.1K
|
2.84K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
571+ 8.12% |
$52.2K - $58K
|
7.6K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 2.82% |
$1.11M - $1.24M
|
421K
$45.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 13.86% |
$93.1K - $104K
|
6.33K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.95K- 3.71% |
$178K - $198K
|
50.5K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$91.4 - $102
|
352
$37.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-161- 3.13% |
$14.7K - $16.4K
|
4.98K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13.4KNew |
$1.22M - $1.36M
|
13.4K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 55.65% |
$274K - $305K
|
2.39K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.3KNew |
$667K - $742K
|
7.3K
$787K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 0.42% |
$2.28K - $2.54K
|
5.88K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
17.2K+ 20.62% |
$1.57M - $1.75M
|
101K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.98M- 59.1% |
$364M - $404M
|
2.75M
$297M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
46.7KNew |
$4.27M - $4.75M
|
46.7K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 5.26% |
$952K - $1.06M
|
188K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 2.61% |
$125K - $139K
|
53.7K
$5.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.2K- 8.55% |
$110K - $122K
|
12.8K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.03KNew |
$93.7K - $104K
|
1.03K
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-533- 2.52% |
$48.7K - $54.2K
|
20.6K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85New |
$7.77K - $8.64K
|
85
$9.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-68- 2.24% |
$6.21K - $6.91K
|
2.96K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-933- 6.11% |
$85.2K - $94.8K
|
14.3K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.2K- 51.24% |
$566K - $630K
|
5.9K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.3KNew |
$758K - $844K
|
8.3K
$895K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
741+ 12.47% |
$67.7K - $75.3K
|
6.68K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-139- 2.34% |
$12.7K - $14.1K
|
5.8K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-309- 7.35% |
$28.2K - $31.4K
|
3.89K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-422- 2.42% |
$38.6K - $42.9K
|
17K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.2K+ 12.61% |
$3.95M - $4.39M
|
386K
$41.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.8K+ 29.19% |
$1.45M - $1.61M
|
70.1K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.95K- 26.79% |
$178K - $199K
|
5.34K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.91K- 5.73% |
$358K - $398K
|
64.4K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-111- 0.52% |
$10.1K - $11.3K
|
21.3K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 10.74% |
$805K - $895K
|
90.8K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-175- 4.1% |
$16K - $17.8K
|
4.09K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
43+ 1.19% |
$3.93K - $4.37K
|
3.65K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-101- 0.79% |
$9.23K - $10.3K
|
12.7K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.26K+ 3.89% |
$206K - $229K
|
60.3K
$6.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 22.73% |
$1.11M - $1.23M
|
65.3K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.83K+ 76.29% |
$258K - $287K
|
6.54K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 36.47% |
$93K - $103K
|
3.81K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
61.1K+ 55.09% |
$5.58M - $6.21M
|
172K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
434+ 638.24% |
$39.7K - $44.1K
|
502
$54.1K
|