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 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.25% |
$679 - $767
|
2.83K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-915- 1.86% |
$88.7K - $100K
|
48.2K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-908- 2.98% |
$88K - $99.4K
|
29.6K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-73- 5.9% |
$7.08K - $7.99K
|
1.16K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25+ 1.14% |
$2.42K - $2.74K
|
2.23K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-180- 1.59% |
$17.4K - $19.7K
|
11.2K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
550+ 10.8% |
$53.3K - $60.2K
|
5.64K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
550+ 5.19% |
$53.3K - $60.2K
|
11.2K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 1.93% |
$113K - $128K
|
59.4K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 29.72% |
$111K - $125K
|
4.99K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-4- 0.15% |
$388 - $438
|
2.74K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.78K- 6.47% |
$464K - $524K
|
69.1K
$7.59M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.23K+ 12.54% |
$410K - $463K
|
38K
$4.17M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.27% |
$1.94K - $2.19K
|
7.34K
$806K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.1K- 2.49% |
$203K - $230K
|
82.1K
$9.03M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
958+ 23.37% |
$92.9K - $105K
|
5.06K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.07% |
$194 - $219
|
2.84K
$312K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$303K - $343K
|
3.13K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.91KNew |
$379K - $429K
|
3.91K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
61+ 1.02% |
$5.91K - $6.68K
|
6.02K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
233+ 9.7% |
$22.6K - $25.5K
|
2.64K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.74K+ 22.54% |
$169K - $191K
|
9.48K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15- 0.47% |
$1.45K - $1.64K
|
3.19K
$350K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 63.46% |
$97.3K - $110K
|
2.59K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.18% |
$388 - $438
|
2.19K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
57.9K+ 4.01% |
$5.61M - $6.34M
|
1.5M
$165M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-314K- 45.29% |
$30.4M - $34.4M
|
379K
$41.7M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
32+ 0.58% |
$3.1K - $3.5K
|
5.52K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 8.3% |
$105K - $118K
|
14.1K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
578+ 1.98% |
$56K - $63.3K
|
29.8K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.46K- 31.15% |
$238K - $269K
|
5.43K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
736+ 9.13% |
$71.3K - $80.6K
|
8.8K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7.5K- 36.6% |
$727K - $821K
|
13K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
150+ 1.84% |
$14.5K - $16.4K
|
8.3K
$912K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 15.4% |
$144K - $162K
|
11.1K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
189+ 6.04% |
$18.3K - $20.7K
|
3.32K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2+ 0.05% |
$194 - $219
|
4.02K
$442K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.75KNew |
$460K - $520K
|
4.75K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.19KNew |
$309K - $350K
|
3.19K
$351K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
65+ 1.84% |
$6.3K - $7.12K
|
3.59K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-237- 8.11% |
$23K - $26K
|
2.68K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-66- 8.81% |
$6.4K - $7.23K
|
683
$75.1K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.61KNew |
$156K - $176K
|
1.61K
$177K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
305+ 5.4% |
$29.6K - $33.4K
|
5.95K
$654K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.89K+ 625.76% |
$377K - $426K
|
4.51K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-324- 0.86% |
$31.4K - $35.5K
|
37.5K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$96.9 - $110
|
173
$19K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 1.5% |
$5.23K - $5.91K
|
3.55K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-561- 9.03% |
$54.4K - $61.4K
|
5.65K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 25.58% |
$99.5K - $112K
|
5.04K
$554K
|