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 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-2- 0.03% |
$174 - $219
|
6.02K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.13% |
$782 - $987
|
6.95K
$815K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.67K+ 28.21% |
$145K - $183K
|
7.59K
$890K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.09K+ 0.79% |
$94.9K - $120K
|
139K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29- 0.74% |
$2.52K - $3.18K
|
3.88K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.94KNew |
$603K - $761K
|
6.94K
$813K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
856+ 15.93% |
$74.4K - $93.9K
|
6.23K
$730K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
97.1K+ 3.02% |
$8.44M - $10.6M
|
3.31M
$388M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
577+ 8.3% |
$50.2K - $63.3K
|
7.53K
$882K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-770- 24.14% |
$66.9K - $84.4K
|
2.42K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.25% |
$609 - $767
|
2.84K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-449- 7.8% |
$39K - $49.2K
|
5.31K
$622K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
256+ 6400.0% |
$22.3K - $28.1K
|
260
$30.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
16.5K+ 162.56% |
$1.43M - $1.81M
|
26.6K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-52- 1.24% |
$4.52K - $5.7K
|
4.14K
$486K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-201- 1.55% |
$17.5K - $22K
|
12.8K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.33% |
$4.35K - $5.48K
|
15.3K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.27KNew |
$198K - $249K
|
2.27K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.25K+ 11.22% |
$108K - $137K
|
12.3K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 2.96% |
$13.5K - $17K
|
5.08K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.51K- 27.81% |
$131K - $166K
|
3.92K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-665- 18.9% |
$57.8K - $72.9K
|
2.85K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
546+ 5.16% |
$47.5K - $59.9K
|
11.1K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.04K- 5.21% |
$90.2K - $114K
|
18.9K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
278+ 5.03% |
$24.2K - $30.5K
|
5.8K
$680K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
63+ 0.49% |
$5.48K - $6.91K
|
13K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.13% |
$869 - $1.1K
|
7.75K
$908K
|
|
|
Aug 08, 2025
Q2 2025
|
Visa Foundation
|
SELL
|
- |
-184K- 13.53% |
$16M - $20.1M
|
1.17M
$137M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.7K+ 1.81% |
$1.98M - $2.49M
|
1.28M
$150M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.81K- 13.15% |
$679K - $857K
|
51.6K
$6.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48- 0.96% |
$4.17K - $5.26K
|
4.95K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-168- 2.27% |
$14.6K - $18.4K
|
7.23K
$847K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-96- 2.12% |
$8.35K - $10.5K
|
4.44K
$520K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.07K+ 16.44% |
$440K - $555K
|
35.9K
$4.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
429+ 14.46% |
$37.3K - $47K
|
3.4K
$398K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-174- 4.47% |
$15.1K - $19.1K
|
3.72K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.84K+ 2.46% |
$247K - $311K
|
118K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-11- 0.45% |
$956 - $1.21K
|
2.42K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-572- 11.31% |
$49.7K - $62.7K
|
4.49K
$526K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.83KNew |
$680K - $858K
|
7.83K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-497- 10.26% |
$43.2K - $54.5K
|
4.35K
$509K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-3.95K- 56.06% |
$343K - $433K
|
3.09K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
83.6K+ 71.02% |
$7.27M - $9.17M
|
201K
$23.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
49New |
$4.26K - $5.37K
|
49
$5.74K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.12KNew |
$184K - $233K
|
2.12K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
24.7KNew |
$2.15M - $2.71M
|
24.7K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-347- 2.93% |
$30.2K - $38K
|
11.5K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
924+ 3.4% |
$80.3K - $101K
|
28.1K
$3.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-155- 0.88% |
$13.5K - $17K
|
17.5K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-360- 4.0% |
$31.3K - $39.5K
|
8.65K
$1.01M
|