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 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
666+ 8.64% |
$60.9K - $67.7K
|
8.37K
$903K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-49- 0.49% |
$4.48K - $4.98K
|
9.87K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.0% |
$457 - $508
|
207K
$22.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 1.76% |
$345K - $384K
|
218K
$23.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.54K- 4.14% |
$323K - $359K
|
81.9K
$8.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
513New |
$46.9K - $52.1K
|
513
$55.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
202+ 0.6% |
$18.5K - $20.5K
|
33.7K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-316- 0.68% |
$28.9K - $32.1K
|
45.9K
$4.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-6.62K- 13.07% |
$605K - $673K
|
44K
$4.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 27.01% |
$115K - $128K
|
3.4K
$367K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-558- 0.74% |
$51K - $56.7K
|
74.7K
$8.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-419- 0.49% |
$38.3K - $42.6K
|
85.2K
$9.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.28K- 2.28% |
$391K - $435K
|
183K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.96M - $2.18M
|
21.4K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-132- 3.16% |
$12.1K - $13.4K
|
4.04K
$436K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.27% |
$731 - $813
|
2.96K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-144- 4.69% |
$13.2K - $14.6K
|
2.93K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.04KNew |
$187K - $208K
|
2.04K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-451- 8.23% |
$41.2K - $45.8K
|
5.03K
$542K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
425+ 63.91% |
$38.8K - $43.2K
|
1.09K
$118K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.37K- 2.98% |
$399K - $444K
|
142K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.58K- 3.75% |
$601K - $669K
|
169K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.3K+ 20.38% |
$3.78M - $4.2M
|
244K
$26.3M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-381- 0.27% |
$34.8K - $38.7K
|
141K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$91.4 - $102
|
1.75K
$189K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-197- 10.76% |
$18K - $20K
|
1.63K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
71.8K+ 22.38% |
$6.56M - $7.3M
|
393K
$42.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
12.6K+ 60.73% |
$1.15M - $1.28M
|
33.4K
$3.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-833- 8.55% |
$76.1K - $84.7K
|
8.91K
$961K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
8.73K+ 2.02% |
$798K - $888K
|
441K
$47.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.26KNew |
$206K - $229K
|
2.26K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-228- 7.72% |
$20.8K - $23.2K
|
2.72K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
365+ 294.35% |
$33.4K - $37.1K
|
489
$52.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-381- 2.76% |
$34.8K - $38.7K
|
13.4K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.3% |
$183 - $203
|
677
$73K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.26K- 6.8% |
$115K - $128K
|
17.3K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
108+ 1.18% |
$9.87K - $11K
|
9.29K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
605+ 27.03% |
$55.3K - $61.5K
|
2.84K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.78% |
$731 - $813
|
1.03K
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
60+ 1.61% |
$5.48K - $6.1K
|
3.8K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$731 - $813
|
3.42K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.24K- 2.03% |
$479K - $532K
|
253K
$27.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
11.6K+ 3.36% |
$1.06M - $1.18M
|
358K
$38.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
13.7K+ 197.42% |
$1.25M - $1.39M
|
20.6K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4- 0.16% |
$365 - $407
|
2.45K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08K+ 29.54% |
$372K - $414K
|
17.9K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2- 0.08% |
$183 - $203
|
2.62K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
502+ 2.89% |
$45.9K - $51K
|
17.9K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.13K+ 6.45% |
$103K - $115K
|
18.7K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64New |
$5.85K - $6.51K
|
64
$6.9K
|