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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.52K+ 3.53% |
$138K - $154K
|
44.5K
$4.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
390+ 10.38% |
$35.6K - $39.6K
|
4.15K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
69+ 1.01% |
$6.3K - $7.01K
|
6.91K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-17.1K- 3.01% |
$1.56M - $1.74M
|
550K
$59.3M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.02KNew |
$184K - $205K
|
2.02K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.56K- 16.59% |
$599K - $667K
|
33K
$3.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
492New |
$45K - $50K
|
492
$53.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 13.25% |
$2.83K - $3.15K
|
265
$28.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-548- 2.19% |
$50.1K - $55.7K
|
24.4K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-183- 0.09% |
$16.7K - $18.6K
|
207K
$22.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.52K+ 18.16% |
$322K - $358K
|
22.9K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.18K- 1.99% |
$382K - $424K
|
206K
$22.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
455+ 4.46% |
$41.6K - $46.3K
|
10.7K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3+ 0.01% |
$274 - $305
|
31.6K
$3.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
191+ 6.03% |
$17.5K - $19.4K
|
3.36K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
323+ 5.59% |
$29.5K - $32.8K
|
6.1K
$658K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-25- 1.05% |
$2.28K - $2.54K
|
2.36K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
10+ 0.04% |
$914 - $1.02K
|
25.8K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$91.4 - $102
|
516
$55.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
179+ 4.2% |
$16.4K - $18.2K
|
4.44K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-65- 1.61% |
$5.94K - $6.61K
|
3.98K
$429K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-296- 5.26% |
$27K - $30.1K
|
5.33K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-57- 0.27% |
$5.21K - $5.79K
|
21.4K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-138- 1.35% |
$12.6K - $14K
|
10.1K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$1.65M - $1.84M
|
18.1K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
931+ 17.6% |
$85.1K - $94.6K
|
6.22K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 12.99% |
$194K - $216K
|
14.2K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-262- 0.45% |
$23.9K - $26.6K
|
58.4K
$6.3M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.46KNew |
$225K - $250K
|
2.46K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.12K+ 155.73% |
$468K - $520K
|
8.41K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
165+ 143.48% |
$15.1K - $16.8K
|
280
$30.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-334- 2.02% |
$30.5K - $34K
|
16.2K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-398- 3.89% |
$36.4K - $40.5K
|
9.83K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
741+ 14.67% |
$67.7K - $75.3K
|
5.79K
$624K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.49K+ 5.22% |
$593K - $660K
|
131K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
90+ 0.77% |
$8.22K - $9.15K
|
11.7K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.99K+ 2.21% |
$273K - $304K
|
138K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 0.14% |
$5.48K - $6.1K
|
44.1K
$4.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$91.4 - $102
|
245
$26.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33+ 0.91% |
$3.02K - $3.35K
|
3.65K
$393K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
459New |
$41.9K - $46.7K
|
459
$49.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.1K+ 4.6% |
$4.95M - $5.5M
|
1.23M
$133M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.28% |
$1.74K - $1.93K
|
6.78K
$731K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 66.43% |
$1.04M - $1.15M
|
28.4K
$3.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.08K+ 4.09% |
$98.4K - $109K
|
27.4K
$2.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.25% |
$914 - $1.02K
|
3.94K
$425K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
496+ 11.48% |
$45.3K - $50.4K
|
4.82K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
379+ 1.96% |
$34.6K - $38.5K
|
19.7K
$2.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
4.78KNew |
$436K - $486K
|
4.78K
$515K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5+ 0.14% |
$457 - $508
|
3.52K
$380K
|