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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.26K+ 15.17% |
$122K - $138K
|
9.56K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.4K+ 26.24% |
$2.17M - $2.45M
|
108K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.26% |
$679 - $767
|
2.65K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.4% |
$1.07K - $1.2K
|
2.78K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 3.29% |
$9.01K - $10.2K
|
2.92K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-140- 0.36% |
$13.6K - $15.3K
|
39.2K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.2K- 10.23% |
$3.03M - $3.42M
|
274K
$30.1M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-643- 0.72% |
$62.3K - $70.4K
|
88.1K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.06K+ 6.47% |
$200K - $226K
|
34K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.69K+ 55.16% |
$357K - $404K
|
10.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
2.8KNew |
$271K - $307K
|
2.8K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-457- 1.02% |
$44.3K - $50K
|
44.5K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-148- 1.18% |
$14.3K - $16.2K
|
12.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
557+ 6.2% |
$54K - $61K
|
9.53K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-50- 1.0% |
$4.85K - $5.48K
|
4.97K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
770+ 31.82% |
$74.6K - $84.3K
|
3.19K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-72- 2.81% |
$6.98K - $7.88K
|
2.49K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-194- 8.07% |
$18.8K - $21.2K
|
2.21K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
81.6K+ 22.73% |
$7.91M - $8.93M
|
440K
$48.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.15M - $2.42M
|
22.1K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
505+ 2.93% |
$48.9K - $55.3K
|
17.7K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
4.57KNew |
$442K - $500K
|
4.57K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.9K- 60.31% |
$1.15M - $1.3M
|
7.84K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.07% |
$96.9 - $110
|
1.5K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.45K- 4.17% |
$432K - $488K
|
102K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$2.08M - $2.35M
|
21.5K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8+ 0.53% |
$775 - $876
|
1.53K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$235K - $265K
|
2.42K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95KClosed |
$383K - $433K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3K+ 3060.2% |
$291K - $328K
|
3.1K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38- 0.12% |
$3.68K - $4.16K
|
30.7K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106New |
$10.3K - $11.6K
|
106
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3K- 17.54% |
$290K - $328K
|
14.1K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.51K+ 7.73% |
$243K - $274K
|
34.9K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-74- 1.23% |
$7.17K - $8.1K
|
5.92K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.08K+ 16.52% |
$395K - $447K
|
28.8K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
49K+ 14.68% |
$4.75M - $5.36M
|
383K
$42.1M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
30.6K+ 18.49% |
$2.96M - $3.35M
|
196K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
297+ 11.46% |
$28.8K - $32.5K
|
2.89K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
120+ 0.2% |
$11.6K - $13.1K
|
59.2K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
325+ 2.57% |
$31.5K - $35.6K
|
12.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.43KNew |
$236K - $266K
|
2.43K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.9K- 89.75% |
$2.12M - $2.4M
|
2.5K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.05% |
$582 - $657
|
12.6K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$96.9 - $110
|
354
$38.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 4.71% |
$3.68K - $4.16K
|
844
$92.7K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.37K- 24.4% |
$133K - $150K
|
4.24K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.58K- 4.68% |
$928K - $1.05M
|
195K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$1.45K - $1.64K
|
9.35K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
144New |
$14K - $15.8K
|
144
$15.8K
|