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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.08% |
$388 - $438
|
5.23K
$575K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.51K+ 10.16% |
$243K - $275K
|
27.2K
$2.99M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.23K+ 164.53% |
$894K - $1.01M
|
14.8K
$1.63M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-7.22K- 99.94% |
$700K - $791K
|
4
$440
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$129K - $146K
|
1.33K
$146K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
283+ 5.95% |
$27.4K - $31K
|
5.04K
$554K
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
391+ 4.08% |
$37.9K - $42.8K
|
9.99K
$1.1M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.13% |
$969 - $1.1K
|
7.74K
$850K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
148K+ 4.84% |
$14.4M - $16.2M
|
3.22M
$353M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.42K- 37.24% |
$138K - $156K
|
2.39K
$263K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.5K+ 20.41% |
$4.21M - $4.76M
|
256K
$28.2M
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
118KNew |
$11.4M - $12.9M
|
118K
$12.9M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-579- 17.93% |
$56.1K - $63.4K
|
2.65K
$291K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
266+ 8.97% |
$25.8K - $29.1K
|
3.23K
$355K
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-250K- 98.54% |
$24.3M - $27.4M
|
3.71K
$407K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-467- 1.84% |
$45.3K - $51.1K
|
24.9K
$2.73M
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-161- 5.39% |
$15.6K - $17.6K
|
2.83K
$311K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14+ 3.58% |
$1.36K - $1.53K
|
405
$44.5K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-235- 7.44% |
$22.8K - $25.7K
|
2.93K
$321K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-536- 5.35% |
$52K - $58.7K
|
9.48K
$1.04M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$775 - $876
|
3.44K
$377K
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.48KNew |
$240K - $272K
|
2.48K
$273K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
782+ 7.96% |
$75.8K - $85.6K
|
10.6K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.91K+ 36.71% |
$573K - $647K
|
22K
$2.42M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.08% |
$872 - $986
|
10.8K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
171+ 0.76% |
$16.6K - $18.7K
|
22.5K
$2.48M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.15K- 2.45% |
$111K - $125K
|
45.6K
$5.01M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-57- 3.93% |
$5.53K - $6.24K
|
1.39K
$153K
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
6+ 0.11% |
$582 - $657
|
5.53K
$608K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.16KNew |
$210K - $237K
|
2.16K
$238K
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
88+ 0.26% |
$8.53K - $9.64K
|
33.4K
$3.67M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.65K- 1.77% |
$354K - $400K
|
203K
$22.3M
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-225- 7.93% |
$21.8K - $24.6K
|
2.61K
$287K
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-254- 9.61% |
$24.6K - $27.8K
|
2.39K
$263K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.2K+ 590.8% |
$504K - $569K
|
6.08K
$668K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
729+ 5.65% |
$70.7K - $79.8K
|
13.6K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-116- 1.0% |
$11.2K - $12.7K
|
11.5K
$1.26M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 18.07% |
$323K - $365K
|
21.8K
$2.39M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.13K+ 1.35% |
$303K - $343K
|
234K
$25.7M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-28.5K- 7.57% |
$2.76M - $3.12M
|
348K
$38.2M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-138- 4.09% |
$13.4K - $15.1K
|
3.24K
$356K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.17K+ 9.29% |
$404K - $457K
|
49K
$5.39M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.03K- 12.55% |
$294K - $332K
|
21.1K
$2.32M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
241+ 3.03% |
$23.4K - $26.4K
|
8.2K
$901K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.28% |
$582 - $657
|
2.17K
$239K
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
55+ 7.45% |
$5.33K - $6.02K
|
793
$87.1K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
156+ 1.92% |
$15.1K - $17.1K
|
8.28K
$909K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 91.4% |
$250K - $283K
|
5.41K
$595K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
548+ 13.74% |
$53.1K - $60K
|
4.54K
$498K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$96.9 - $110
|
1.93K
$212K
|