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 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.47K- 67.17% |
$128K - $161K
|
718
$84.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$261 - $329
|
3
$352
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.22K+ 36.02% |
$193K - $244K
|
8.4K
$984K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.1K+ 7.55% |
$2.53M - $3.19M
|
414K
$48.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.68K+ 69.3% |
$146K - $185K
|
4.11K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
416+ 1.92% |
$36.2K - $45.6K
|
22.1K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
80+ 0.24% |
$6.95K - $8.77K
|
33.5K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 2.81% |
$18.9K - $23.8K
|
7.51K
$880K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 4.28% |
$3.04K - $3.84K
|
852
$99.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-106- 2.18% |
$9.21K - $11.6K
|
4.75K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.87K- 9.45% |
$163K - $205K
|
18K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-80- 1.02% |
$6.95K - $8.77K
|
7.76K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
371+ 11.85% |
$32.3K - $40.7K
|
3.5K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
302+ 56.55% |
$26.3K - $33.1K
|
836
$98K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.09K- 1.93% |
$442K - $558K
|
259K
$30.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-507- 4.42% |
$44.1K - $55.6K
|
11K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95+ 11.26% |
$8.26K - $10.4K
|
939
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.79K+ 3.33% |
$677K - $854K
|
242K
$28.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.3K+ 28.39% |
$2.2M - $2.77M
|
114K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
6.23K+ 56.01% |
$541K - $683K
|
17.3K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
5.09K+ 90.0% |
$442K - $558K
|
10.7K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-90- 0.3% |
$7.82K - $9.87K
|
29.5K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140+ 3.38% |
$12.2K - $15.3K
|
4.28K
$502K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-4.55K- 16.38% |
$396K - $499K
|
23.2K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 0.37% |
$695 - $877
|
2.16K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
378+ 6.71% |
$32.9K - $41.4K
|
6.01K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-354- 33.27% |
$30.8K - $38.8K
|
710
$83.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-14.1K- 15.96% |
$1.22M - $1.54M
|
74.1K
$8.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.14% |
$695 - $877
|
5.86K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.58KNew |
$137K - $173K
|
1.58K
$185K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.6% |
$261 - $329
|
503
$58.9K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 1.73% |
$238K - $300K
|
155K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8- 0.52% |
$695 - $877
|
1.52K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.73K- 14.08% |
$846K - $1.07M
|
59.4K
$6.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.13K- 3.39% |
$532K - $672K
|
174K
$20.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-875- 2.31% |
$76.1K - $95.9K
|
37.1K
$4.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-332- 12.81% |
$28.9K - $36.4K
|
2.26K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
559+ 7.49% |
$48.6K - $61.3K
|
8.02K
$940K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4+ 0.01% |
$348 - $439
|
42.7K
$5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$174 - $219
|
1.16K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$348 - $439
|
4.28K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-86- 0.98% |
$7.48K - $9.43K
|
8.71K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-827- 15.07% |
$71.9K - $90.7K
|
4.66K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.47K- 10.98% |
$215K - $271K
|
20K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
175+ 13.29% |
$15.2K - $19.2K
|
1.49K
$175K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-56.4K- 64.03% |
$4.9M - $6.18M
|
31.7K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-141K- 37.72% |
$12.2M - $15.4M
|
233K
$27.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.12K+ 27.76% |
$358K - $451K
|
19K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
146New |
$12.7K - $16K
|
146
$17.1K
|