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 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
102+ 2.02% |
$9.32K - $10.4K
|
5.15K
$555K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.28% |
$914 - $1.02K
|
3.58K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46+ 0.52% |
$4.2K - $4.68K
|
8.94K
$964K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-398- 14.7% |
$36.4K - $40.5K
|
2.31K
$249K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-195- 7.58% |
$17.8K - $19.8K
|
2.38K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
253+ 7.59% |
$23.1K - $25.7K
|
3.59K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.16K+ 8.61% |
$197K - $219K
|
27.2K
$2.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
844+ 9.9% |
$77.1K - $85.8K
|
9.37K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
289+ 5.4% |
$26.4K - $29.4K
|
5.64K
$608K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.95% |
$102K - $113K
|
21.4K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$640 - $712
|
2.72K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
779+ 8.94% |
$71.2K - $79.2K
|
9.5K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 9.62% |
$1.03M - $1.14M
|
128K
$13.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43- 0.27% |
$3.93K - $4.37K
|
15.9K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.06KNew |
$188K - $210K
|
2.06K
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.24KNew |
$296K - $330K
|
3.24K
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
345+ 10.52% |
$31.5K - $35.1K
|
3.63K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.64K- 10.56% |
$607K - $675K
|
56.3K
$6.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 13.66% |
$131K - $145K
|
9.03K
$974K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.85K- 0.69% |
$169K - $188K
|
266K
$28.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.09K- 1.7% |
$191K - $212K
|
121K
$13M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.51K- 25.93% |
$229K - $255K
|
7.17K
$774K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.57K- 3.48% |
$326K - $363K
|
99.1K
$10.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-34- 4.36% |
$3.11K - $3.46K
|
745
$80.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05K+ 2.39% |
$95.6K - $106K
|
44.8K
$4.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
154+ 2.06% |
$14.1K - $15.7K
|
7.61K
$821K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
886+ 17.16% |
$81K - $90.1K
|
6.05K
$652K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-538- 1.45% |
$49.2K - $54.7K
|
36.6K
$3.94M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.65KNew |
$517K - $575K
|
5.65K
$610K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 0.3% |
$731 - $813
|
2.71K
$292K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
6.36K+ 1.41% |
$581K - $647K
|
457K
$49.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
165+ 3.06% |
$15.1K - $16.8K
|
5.55K
$598K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 8.02% |
$385K - $429K
|
50.6K
$5.46M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.41K+ 4.82% |
$210K - $235K
|
52.4K
$5.65M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
219New |
$19.1K - $21.3K
|
219
$23.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.18KNew |
$801K - $893K
|
9.18K
$989K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.12% |
$87.2 - $97.4
|
806
$86.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$87.2 - $97.4
|
2.97K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 0.25% |
$8.72K - $9.74K
|
39.3K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
265New |
$23.1K - $25.8K
|
265
$28.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 6.56% |
$17.4K - $19.5K
|
2.85K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
430+ 15.44% |
$37.5K - $41.9K
|
3.22K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.67KNew |
$320K - $357K
|
3.67K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 9.43% |
$18.1K - $20.3K
|
2K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.25KNew |
$283K - $316K
|
3.25K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
106+ 4.64% |
$9.25K - $10.3K
|
2.39K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.65K+ 9.09% |
$580K - $648K
|
79.8K
$8.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-84- 10.08% |
$7.33K - $8.18K
|
749
$80.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
105New |
$9.16K - $10.2K
|
105
$11.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.14KNew |
$99.6K - $111K
|
1.14K
$123K
|
|