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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-58- 3.86% |
$5.04K - $6.36K
|
1.44K
$169K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155- 6.22% |
$13.5K - $17K
|
2.34K
$274K
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-48- 5.21% |
$4.17K - $5.26K
|
873
$102K
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-39- 0.43% |
$3.39K - $4.28K
|
8.94K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 68.1% |
$882K - $1.11M
|
4.75K
$557K
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
9+ 0.23% |
$782 - $987
|
3.93K
$460K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
431+ 4.16% |
$37.5K - $47.3K
|
10.8K
$1.27M
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-67- 1.81% |
$5.82K - $7.35K
|
3.64K
$427K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.19K+ 10.12% |
$103K - $130K
|
12.9K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-951- 20.6% |
$82.7K - $104K
|
3.67K
$430K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-207- 3.82% |
$18K - $22.7K
|
5.22K
$611K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
48.7K+ 9.57% |
$4.23M - $5.34M
|
558K
$65.3M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.6K+ 34.09% |
$1.79M - $2.26M
|
81.2K
$9.51M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
268+ 2.13% |
$23.3K - $29.4K
|
12.9K
$1.51M
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-97.1K- 76.05% |
$8.44M - $10.6M
|
30.6K
$3.58M
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.43% |
$86.9 - $110
|
231
$27.1K
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.6KNew |
$3.79M - $4.78M
|
43.6K
$5.1M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 3.54% |
$1.31M - $1.65M
|
442K
$51.7M
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4- 0.04% |
$348 - $439
|
9.53K
$1.12M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 13.37% |
$1.25M - $1.58M
|
122K
$14.3M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.1K+ 192.3% |
$443K - $559K
|
7.75K
$908K
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 2.01% |
$4.87K - $6.14K
|
2.84K
$333K
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.83KNew |
$159K - $201K
|
1.83K
$215K
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-578- 3.57% |
$50.2K - $63.4K
|
15.6K
$1.83M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
316+ 2.05% |
$27.5K - $34.6K
|
15.7K
$1.84M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.82% |
$1.56K - $1.97K
|
2.18K
$255K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.36K+ 8.48% |
$466K - $587K
|
68.5K
$8.03M
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-553- 19.56% |
$48.1K - $60.6K
|
2.27K
$266K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$9.3K - $11.7K
|
107
$12.5K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-743- 0.32% |
$64.6K - $81.5K
|
231K
$27.1M
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.26KNew |
$370K - $467K
|
4.26K
$499K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
120+ 2.8% |
$10.4K - $13.2K
|
4.41K
$517K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.6K+ 12.03% |
$1.71M - $2.15M
|
183K
$21.4M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.23% |
$609 - $767
|
3K
$352K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 3.62% |
$101K - $127K
|
33.3K
$3.9M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.33K+ 54.38% |
$463K - $584K
|
15.1K
$1.77M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-540- 0.53% |
$46.9K - $59.2K
|
102K
$11.9M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 8.25% |
$695 - $877
|
105
$12.3K
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-200- 4.09% |
$17.4K - $21.9K
|
4.69K
$550K
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-23- 0.05% |
$2K - $2.52K
|
45.6K
$5.34M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.88K- 15.89% |
$424K - $535K
|
25.8K
$3.03M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.15K- 5.58% |
$274K - $346K
|
53.4K
$6.25M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.7K+ 89.19% |
$148K - $186K
|
3.61K
$423K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
303New |
$26.3K - $33.2K
|
303
$35.5K
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8- 0.11% |
$695 - $877
|
7.14K
$837K
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-120- 3.13% |
$10.4K - $13.2K
|
3.71K
$435K
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-40.1K- 29.03% |
$3.48M - $4.39M
|
97.9K
$11.5M
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
22.9K+ 5.99% |
$1.99M - $2.51M
|
406K
$47.5M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
917+ 1.04% |
$79.7K - $101K
|
88.8K
$10.4M
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-619- 2.15% |
$53.8K - $67.9K
|
28.1K
$3.3M
|