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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.2K+ 39.71% |
$2.85M - $3.17M
|
110K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.2KNew |
$293K - $326K
|
3.2K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
915+ 4.81% |
$83.6K - $93K
|
20K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
545+ 1.47% |
$49.8K - $55.4K
|
37.6K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 15.02% |
$113K - $126K
|
7K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.66K+ 4.5% |
$334K - $372K
|
85K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-305- 1.75% |
$27.9K - $31K
|
17.1K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-130- 26.97% |
$11.9K - $13.2K
|
352
$38K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.47K- 4.1% |
$226K - $251K
|
57.8K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 14.46% |
$145K - $161K
|
12.5K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.28% |
$548 - $610
|
2.15K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
190+ 1727.27% |
$17.4K - $19.3K
|
201
$21.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
17+ 0.14% |
$1.55K - $1.73K
|
11.9K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
37.6K+ 69.65% |
$3.44M - $3.83M
|
91.7K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 50.73% |
$162K - $180K
|
5.27K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.32K+ 122.9% |
$578K - $643K
|
11.5K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.98K+ 61.94% |
$547K - $608K
|
15.6K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29K+ 96.07% |
$2.65M - $2.95M
|
59.1K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-295- 3.95% |
$27K - $30K
|
7.17K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
103+ 1.53% |
$9.41K - $10.5K
|
6.82K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
565+ 2.32% |
$51.6K - $57.4K
|
24.9K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.95KNew |
$726K - $808K
|
7.95K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
216+ 0.07% |
$19.7K - $22K
|
311K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.08K- 9.39% |
$190K - $211K
|
20.1K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.62K+ 61.72% |
$513K - $571K
|
14.7K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.14K+ 3.38% |
$104K - $116K
|
34.8K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
168+ 1.42% |
$15.4K - $17.1K
|
12K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-530- 12.41% |
$48.4K - $53.9K
|
3.74K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.57K+ 19.75% |
$326K - $362K
|
21.6K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.27% |
$1.01K - $1.12K
|
4.06K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$457 - $508
|
4.27K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.8KNew |
$256K - $285K
|
2.8K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.2K- 5.4% |
$1.12M - $1.24M
|
214K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.02% |
$183 - $203
|
9.32K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
99.2K+ 9.17% |
$9.06M - $10.1M
|
1.18M
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.14KNew |
$195K - $217K
|
2.14K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37+ 1.33% |
$3.38K - $3.76K
|
2.81K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 2.33% |
$9.14K - $10.2K
|
4.4K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
520+ 20.16% |
$47.5K - $52.9K
|
3.1K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 11.07% |
$1.12M - $1.25M
|
123K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.19K - $2.44K
|
8.66K
$933K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.64K- 12.56% |
$150K - $167K
|
11.4K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$914 - $1.02K
|
3.7K
$399K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
250New |
$22.8K - $25.4K
|
250
$27K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.48K+ 3.91% |
$135K - $150K
|
39.3K
$4.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
973+ 22.84% |
$88.9K - $98.9K
|
5.23K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-600- 18.29% |
$54.8K - $61K
|
2.68K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70New |
$6.4K - $7.12K
|
70
$7.55K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
198K+ 2019.52% |
$18.1M - $20.2M
|
208K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.24K+ 22.32% |
$204K - $227K
|
12.3K
$1.32M
|