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 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
7.06K+ 2.03% |
$614K - $774K
|
355K
$41.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.54% |
$2K - $2.52K
|
4.28K
$502K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-5.39K- 64.13% |
$469K - $591K
|
3.02K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
3.35K+ 2.28% |
$291K - $367K
|
150K
$17.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
367New |
$31.9K - $40.2K
|
367
$43K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
6.79K+ 169825.0% |
$591K - $745K
|
6.8K
$796K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.65K+ 25.7% |
$144K - $181K
|
8.08K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
74New |
$6.43K - $8.11K
|
74
$8.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
5+ 0.11% |
$435 - $548
|
4.65K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.29K+ 6.38% |
$199K - $251K
|
38.1K
$4.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.72K+ 3.09% |
$323K - $408K
|
124K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
10+ 0.26% |
$869 - $1.1K
|
3.92K
$460K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.65K+ 33.18% |
$143K - $181K
|
6.61K
$775K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 52.5% |
$18.3K - $23K
|
190
$22.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 0.65% |
$144K - $181K
|
255K
$29.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.1K+ 1.27% |
$1.66M - $2.09M
|
1.52M
$178M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.06KNew |
$179K - $226K
|
2.06K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
13.2KNew |
$1.15M - $1.45M
|
13.2K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
205+ 5.71% |
$17.8K - $22.5K
|
3.8K
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-30- 4.39% |
$2.61K - $3.29K
|
653
$76.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.84KNew |
$160K - $202K
|
1.84K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.76K- 40.34% |
$153K - $193K
|
2.6K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-249- 1.15% |
$21.6K - $27.3K
|
21.4K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-514- 0.97% |
$44.7K - $56.4K
|
52.7K
$6.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-855- 11.35% |
$74.3K - $93.7K
|
6.68K
$782K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.93KNew |
$168K - $211K
|
1.93K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.51K+ 35.12% |
$305K - $385K
|
13.5K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-115- 0.97% |
$10K - $12.6K
|
11.8K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-28.2K- 15.94% |
$2.45M - $3.09M
|
149K
$17.4M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.2K+ 2.85% |
$104K - $131K
|
43.2K
$5.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
670+ 7.58% |
$58.2K - $73.5K
|
9.51K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
326New |
$28.3K - $35.7K
|
326
$38.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.96KNew |
$171K - $215K
|
1.96K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.25% |
$695 - $877
|
3.21K
$377K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.96KNew |
$171K - $215K
|
1.96K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
32KNew |
$2.78M - $3.51M
|
32K
$3.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
95+ 3.65% |
$8.26K - $10.4K
|
2.7K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.81KNew |
$244K - $308K
|
2.81K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
422+ 4.99% |
$36.7K - $46.3K
|
8.88K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.9% |
$8.52K - $10.7K
|
482
$56.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.58K+ 16.1% |
$137K - $173K
|
11.4K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.63% |
$5.13K - $6.47K
|
9.29K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.21% |
$86.9 - $110
|
474
$55.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.5K- 62.07% |
$391K - $493K
|
2.75K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.02K+ 49.13% |
$175K - $221K
|
6.12K
$717K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 0.33% |
$93.3K - $118K
|
323K
$37.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 13.92% |
$157K - $198K
|
11.2K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 2.31% |
$348 - $439
|
177
$20.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35+ 0.24% |
$3.04K - $3.84K
|
14.4K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.14% |
$609 - $767
|
5.04K
$591K
|