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 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.31K- 3.9% |
$201K - $253K
|
56.9K
$6.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
52+ 24.88% |
$4.52K - $5.7K
|
261
$30.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 788.54% |
$9.33M - $11.8M
|
121K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-85- 5.66% |
$7.39K - $9.32K
|
1.42K
$166K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.59K- 3.8% |
$225K - $284K
|
65.6K
$7.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.38% |
$1.56K - $1.97K
|
4.77K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.21K- 73.88% |
$105K - $132K
|
426
$49.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
6.48KNew |
$563K - $711K
|
6.48K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.36K- 60.98% |
$379K - $478K
|
2.79K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.2K+ 6.98% |
$884K - $1.12M
|
156K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
14+ 0.67% |
$1.22K - $1.53K
|
2.1K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.87K- 7.56% |
$162K - $205K
|
22.8K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
$86.9 - $110
|
29
$3.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.73K+ 5.07% |
$151K - $190K
|
35.9K
$4.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-71- 0.89% |
$6.17K - $7.78K
|
7.9K
$926K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$86.9 - $110
|
42
$4.92K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
537+ 2.75% |
$46.7K - $58.9K
|
20K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.05KNew |
$526K - $663K
|
6.05K
$709K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.09KNew |
$182K - $229K
|
2.09K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-179- 6.72% |
$15.6K - $19.6K
|
2.49K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198New |
$17.2K - $21.7K
|
198
$23.2K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$174 - $219
|
27.6K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.43KNew |
$472K - $595K
|
5.43K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-53.4K- 9.84% |
$4.64M - $5.86M
|
489K
$57.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-294- 1.43% |
$25.6K - $32.2K
|
20.2K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-384- 2.84% |
$33.4K - $42.1K
|
13.2K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
669+ 74.33% |
$58.2K - $73.3K
|
1.57K
$184K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
428New |
$37.2K - $46.9K
|
428
$50.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-576- 35.84% |
$50.1K - $63.2K
|
1.03K
$121K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13.1K+ 23.31% |
$1.14M - $1.43M
|
69.2K
$8.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.99KNew |
$173K - $218K
|
1.99K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.96KNew |
$170K - $215K
|
1.96K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 0.02% |
$1.22K - $1.53K
|
61.4K
$7.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.64K+ 1.21% |
$230K - $290K
|
221K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
800New |
$69.5K - $87.7K
|
800
$93.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.43K- 17.72% |
$124K - $156K
|
6.62K
$776K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
662+ 7.12% |
$57.5K - $72.6K
|
9.95K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
391+ 6.26% |
$34K - $42.9K
|
6.64K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.62K+ 28.98% |
$662K - $835K
|
33.9K
$3.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-91- 1.81% |
$7.91K - $9.98K
|
4.93K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-75- 2.12% |
$6.52K - $8.22K
|
3.46K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 2.74% |
$351K - $443K
|
144K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.5K- 54.85% |
$478K - $603K
|
4.53K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.9KNew |
$774K - $976K
|
8.9K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
502+ 20.04% |
$43.6K - $55K
|
3.01K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.15K- 7.62% |
$187K - $236K
|
26K
$3.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.66% |
$1.39K - $1.75K
|
2.42K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.96KNew |
$171K - $215K
|
1.96K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
558+ 0.94% |
$48.5K - $61.2K
|
59.7K
$7M
|