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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.89K+ 5.35% |
$164K - $207K
|
37.2K
$4.09M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
7.04KNew |
$682K - $771K
|
7.04K
$774K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.67% |
$96.9 - $110
|
151
$16.6K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$48.5K - $54.8K
|
500
$54.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
367New |
$35.6K - $40.2K
|
367
$40.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.9K+ 21.51% |
$2.8M - $3.16M
|
163K
$17.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-967- 19.15% |
$93.7K - $106K
|
4.08K
$449K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-52- 0.78% |
$5.04K - $5.69K
|
6.64K
$730K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 0.79% |
$13.1K - $14.8K
|
17K
$1.86M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
306+ 0.22% |
$29.7K - $33.5K
|
138K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.8K- 69.09% |
$1.53M - $1.73M
|
7.08K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 13.76% |
$6.69M - $7.56M
|
571K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
827K+ 97.49% |
$80.1M - $90.5M
|
1.67M
$184M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 0.86% |
$4.85K - $5.48K
|
5.83K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-681- 8.38% |
$66K - $74.6K
|
7.44K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$388 - $438
|
4.28K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.82K+ 1.93% |
$274K - $309K
|
149K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.65K - $1.86K
|
3.52K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-75.9K- 16.89% |
$7.36M - $8.31M
|
373K
$41M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.4K- 1.88% |
$717K - $810K
|
385K
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-123- 4.14% |
$11.9K - $13.5K
|
2.85K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07K+ 44.95% |
$298K - $337K
|
9.91K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.95KNew |
$770K - $870K
|
7.95K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309+ 39.26% |
$30K - $33.8K
|
1.1K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-914- 1.02% |
$88.6K - $100K
|
89.1K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$448K - $506K
|
4.62K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
11.8K+ 8.75% |
$1.14M - $1.29M
|
147K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-310- 12.08% |
$30K - $33.9K
|
2.26K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-473- 14.04% |
$45.8K - $51.8K
|
2.9K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.66KNew |
$258K - $292K
|
2.66K
$293K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 77.12% |
$2.09M - $2.36M
|
6.41K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 6.67% |
$18.4K - $20.8K
|
2.66K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.9KNew |
$1.44M - $1.63M
|
14.9K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.13KNew |
$207K - $233K
|
2.13K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82+ 1.29% |
$7.95K - $8.98K
|
6.43K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$288K - $326K
|
2.97K
$327K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.64KNew |
$256K - $289K
|
2.64K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
279+ 2.43% |
$27K - $30.6K
|
11.7K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2K+ 0.82% |
$985K - $1.11M
|
1.25M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.87KNew |
$472K - $533K
|
4.87K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
759+ 10.2% |
$73.6K - $83.1K
|
8.2K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.25% |
$775 - $876
|
3.21K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-706- 3.42% |
$68.4K - $77.3K
|
19.9K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
709+ 1.18% |
$68.7K - $77.6K
|
60.5K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
94.9K+ 22.92% |
$9.2M - $10.4M
|
509K
$55.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.1K- 43.07% |
$398K - $449K
|
5.42K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
42.7K+ 50.35% |
$4.14M - $4.68M
|
128K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.46% |
$194 - $219
|
439
$48.2K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.4K+ 104.21% |
$1.59M - $1.79M
|
32.1K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.76K+ 1.61% |
$655K - $740K
|
427K
$46.9M
|
|