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 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.44KNew |
$299K - $378K
|
3.44K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.74K+ 7.73% |
$152K - $191K
|
24.3K
$2.85M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.22% |
$609 - $767
|
3.24K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
14.1KNew |
$1.22M - $1.54M
|
14.1K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
92+ 0.41% |
$8K - $10.1K
|
22.8K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
393+ 0.82% |
$34.2K - $43.1K
|
48.6K
$5.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.9K+ 316.33% |
$945K - $1.19M
|
14.3K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.93K+ 7.77% |
$168K - $212K
|
26.8K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.3K- 20.6% |
$3.5M - $4.42M
|
155K
$18.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
590+ 2.91% |
$51.3K - $64.7K
|
20.8K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5- 0.08% |
$435 - $548
|
6.62K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
4.37KNew |
$380K - $479K
|
4.37K
$512K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-23.8K- 12.22% |
$2.07M - $2.61M
|
171K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
90+ 3.82% |
$7.82K - $9.87K
|
2.45K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-400- 9.76% |
$34.8K - $43.9K
|
3.7K
$434K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-889- 7.97% |
$77.3K - $97.5K
|
10.3K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 0.6% |
$609 - $767
|
1.17K
$137K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
37+ 0.74% |
$3.22K - $4.06K
|
5.01K
$586K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.41K- 3.52% |
$558K - $703K
|
176K
$20.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.88KNew |
$163K - $206K
|
1.88K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.14K- 12.28% |
$99.3K - $125K
|
8.16K
$956K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.41K+ 55.05% |
$818K - $1.03M
|
26.5K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.24K- 7.23% |
$282K - $355K
|
41.5K
$4.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.04% |
$174 - $219
|
4.75K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.71KNew |
$235K - $297K
|
2.71K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 2.9% |
$869 - $1.1K
|
355
$41.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-120- 4.1% |
$10.4K - $13.2K
|
2.81K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.62KNew |
$315K - $397K
|
3.62K
$425K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.12K+ 52.81% |
$184K - $233K
|
6.14K
$719K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
268+ 3.44% |
$23.3K - $29.4K
|
8.06K
$944K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284New |
$24.7K - $31.1K
|
284
$33.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.96% |
$2K - $2.52K
|
2.37K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
15+ 0.59% |
$1.3K - $1.64K
|
2.57K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
169+ 2.25% |
$14.7K - $18.5K
|
7.68K
$900K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 11.14% |
$1.31M - $1.65M
|
120K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
214+ 2.02% |
$18.6K - $23.5K
|
10.8K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
780+ 3.69% |
$67.8K - $85.5K
|
21.9K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-110- 0.29% |
$9.56K - $12.1K
|
37.4K
$4.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 4.2% |
$1.48K - $1.86K
|
422
$49.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.7KNew |
$409K - $515K
|
4.7K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-16- 0.02% |
$1.39K - $1.75K
|
82.1K
$9.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-616- 10.91% |
$53.5K - $67.5K
|
5.03K
$589K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-403- 25.57% |
$35K - $44.2K
|
1.17K
$137K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.07K- 31.21% |
$180K - $227K
|
4.57K
$536K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
215New |
$18.7K - $23.6K
|
215
$25.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
72+ 0.86% |
$6.26K - $7.89K
|
8.4K
$984K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
262+ 12.12% |
$22.8K - $28.7K
|
2.42K
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.56KNew |
$222K - $280K
|
2.56K
$300K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.59K- 99.96% |
$225K - $284K
|
1
$117
|