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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
73+ 1.36% |
$6.35K - $8K
|
5.45K
$638K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
78+ 3.14% |
$6.78K - $8.55K
|
2.56K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16+ 0.07% |
$1.39K - $1.75K
|
22K
$2.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.57K- 12.18% |
$223K - $282K
|
18.5K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.22K+ 28.57% |
$540K - $682K
|
28K
$3.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$956 - $1.21K
|
6.36K
$745K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
496+ 13.64% |
$43.1K - $54.4K
|
4.13K
$484K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-28- 0.31% |
$2.43K - $3.07K
|
8.95K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.52K+ 45.41% |
$654K - $824K
|
24.1K
$2.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.18KNew |
$189K - $239K
|
2.18K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-117- 2.31% |
$10.2K - $12.8K
|
4.95K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
13+ 0.23% |
$1.13K - $1.43K
|
5.55K
$650K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.01K- 33.76% |
$175K - $220K
|
3.94K
$462K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.04K- 95.39% |
$264K - $333K
|
147
$17.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-3.15K- 5.24% |
$273K - $345K
|
56.8K
$6.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.11K+ 130.89% |
$444K - $560K
|
9.01K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-57- 0.65% |
$4.96K - $6.25K
|
8.66K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.13K- 2.29% |
$98.3K - $124K
|
48.2K
$5.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
189+ 4.51% |
$16.4K - $20.7K
|
4.38K
$513K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.34KNew |
$204K - $257K
|
2.34K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.48KNew |
$215K - $272K
|
2.48K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14New |
$1.22K - $1.53K
|
14
$1.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
63+ 1.88% |
$5.48K - $6.91K
|
3.42K
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-19.7K- 33.37% |
$1.71M - $2.16M
|
39.3K
$4.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
111+ 3.9% |
$9.65K - $12.2K
|
2.96K
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.91K- 3.89% |
$166K - $209K
|
47.1K
$5.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 0.3% |
$3.82K - $4.82K
|
14.4K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.88KNew |
$251K - $316K
|
2.88K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.36% |
$1.56K - $1.97K
|
4.98K
$583K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
332+ 5.29% |
$28.9K - $36.4K
|
6.61K
$774K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.3K+ 3.78% |
$548K - $691K
|
173K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
148+ 6.18% |
$12.9K - $16.2K
|
2.54K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.31% |
$956 - $1.21K
|
3.54K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.5KNew |
$1.08M - $1.37M
|
12.5K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.13K- 12.46% |
$185K - $234K
|
15K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-2.07K- 37.96% |
$180K - $227K
|
3.39K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
602+ 2.91% |
$52.3K - $66K
|
21.3K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5.8K- 70.11% |
$504K - $636K
|
2.47K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 25.4% |
$190K - $239K
|
6.41K
$751K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.1% |
$956 - $1.21K
|
11.2K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.07% |
$174 - $219
|
2.84K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-19- 0.31% |
$1.65K - $2.08K
|
6.15K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.03KNew |
$264K - $332K
|
3.03K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
245+ 7.46% |
$21.3K - $26.9K
|
3.53K
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
299K+ 78.85% |
$26M - $32.8M
|
679K
$79.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
22.2K+ 364.55% |
$1.93M - $2.43M
|
28.2K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.05K+ 5.13% |
$91.2K - $115K
|
21.5K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.29% |
$174 - $219
|
682
$79.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-143K- 93.13% |
$12.5M - $15.7M
|
10.6K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12K+ 73.76% |
$1.04M - $1.31M
|
28.2K
$3.3M
|