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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.92K+ 2.52% |
$186K - $211K
|
78.2K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.99K+ 8.58% |
$484K - $546K
|
63.2K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
22K+ 9.11% |
$2.13M - $2.41M
|
264K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 149.98% |
$416K - $470K
|
7.16K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
129+ 4.73% |
$12.5K - $14.1K
|
2.85K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.95K+ 102.04% |
$480K - $542K
|
9.8K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.44K+ 3.07% |
$334K - $377K
|
115K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
424+ 9.57% |
$41.1K - $46.4K
|
4.86K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.99K- 1.08% |
$193K - $218K
|
182K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
626+ 4.04% |
$60.7K - $68.6K
|
16.1K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.37KNew |
$521K - $589K
|
5.37K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
279New |
$27K - $30.6K
|
279
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 6.94% |
$1.14M - $1.28M
|
181K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-493- 1.09% |
$47.8K - $54K
|
44.8K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.18K- 2.51% |
$696K - $786K
|
278K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$96.9 - $110
|
1.16K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 3.37% |
$278K - $314K
|
87.9K
$9.66M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.63K+ 6.82% |
$546K - $617K
|
88.2K
$9.69M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-53- 0.93% |
$5.14K - $5.8K
|
5.63K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06K+ 0.21% |
$103K - $116K
|
506K
$55.6M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-428- 9.85% |
$41.5K - $46.9K
|
3.92K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 1.72% |
$2.23K - $2.52K
|
1.32K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-6.99K- 28.31% |
$677K - $765K
|
17.7K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-571- 4.71% |
$55.3K - $62.5K
|
11.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148K- 66.13% |
$14.3M - $16.2M
|
75.5K
$8.3M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.92K+ 22.15% |
$186K - $210K
|
10.6K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
204+ 2.69% |
$19.8K - $22.3K
|
7.79K
$856K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.56% |
$2.33K - $2.63K
|
4.29K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-34- 1.32% |
$3.3K - $3.72K
|
2.55K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
615+ 12.62% |
$59.6K - $67.3K
|
5.49K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-708- 39.95% |
$68.6K - $77.5K
|
1.06K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 0.46% |
$2.62K - $2.96K
|
5.85K
$643K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
231+ 7.56% |
$22.4K - $25.3K
|
3.29K
$361K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 10.88% |
$1.5M - $1.7M
|
158K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.34KNew |
$130K - $147K
|
1.34K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Visa Foundation
|
SELL
|
- |
-270K- 16.6% |
$26.2M - $29.6M
|
1.36M
$149M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.57K+ 3.87% |
$152K - $171K
|
42K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-100- 2.38% |
$9.69K - $11K
|
4.1K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.34K+ 2.42% |
$129K - $146K
|
56.5K
$6.21M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-226- 7.11% |
$21.9K - $24.7K
|
2.95K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-175- 0.1% |
$17K - $19.2K
|
167K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.17K- 13.61% |
$113K - $128K
|
7.4K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
30.8KNew |
$2.99M - $3.37M
|
30.8K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.6K- 21.71% |
$155K - $175K
|
5.76K
$632K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 23.48% |
$144K - $163K
|
4.85K
$532K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.28K+ 11.26% |
$221K - $249K
|
22.5K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.01% |
$582 - $657
|
59K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 0.18% |
$2.71K - $3.07K
|
15.3K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.7K- 15.07% |
$3.36M - $3.8M
|
196K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-4.11K- 20.25% |
$398K - $450K
|
16.2K
$1.78M
|