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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.8K- 8.46% |
$2.21M - $2.5M
|
247K
$27.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-187- 16.37% |
$18.1K - $20.5K
|
955
$105K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.97K- 13.78% |
$869K - $982K
|
56.1K
$6.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6- 0.37% |
$582 - $657
|
1.63K
$179K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-195- 11.48% |
$18.9K - $21.4K
|
1.5K
$165K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.22% |
$4.85K - $5.48K
|
23K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.48K+ 99.04% |
$240K - $271K
|
4.98K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-55- 2.07% |
$5.33K - $6.02K
|
2.6K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22+ 0.47% |
$2.13K - $2.41K
|
4.75K
$522K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
990New |
$96K - $108K
|
990
$109K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-431- 4.08% |
$41.8K - $47.2K
|
10.1K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 0.29% |
$3.1K - $3.5K
|
11.2K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
32+ 0.26% |
$3.1K - $3.5K
|
12.1K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 6.57% |
$116K - $131K
|
17K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
993+ 14.23% |
$96.3K - $109K
|
7.97K
$876K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3.76K- 5.77% |
$364K - $412K
|
61.4K
$6.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-35- 0.43% |
$3.39K - $3.83K
|
8.05K
$885K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.01KClosed |
$98.3K - $111K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.37KNew |
$423K - $478K
|
4.37K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.13% |
$1.55K - $1.75K
|
11.9K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.0% |
$96.9 - $110
|
27.6K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
246+ 5.22% |
$23.8K - $26.9K
|
4.96K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
38+ 0.26% |
$3.68K - $4.16K
|
14.4K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$96.9 - $110
|
1.26K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$233K - $264K
|
2.41K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 2.06% |
$236K - $266K
|
120K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
5.38K+ 15.23% |
$522K - $589K
|
40.7K
$4.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-574- 29.73% |
$55.6K - $62.9K
|
1.36K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-995- 18.01% |
$96.4K - $109K
|
4.53K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
4+ 0.02% |
$388 - $438
|
22.7K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.75K+ 5.97% |
$751K - $849K
|
138K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
935+ 48.95% |
$90.6K - $102K
|
2.85K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.05K- 15.01% |
$296K - $334K
|
17.3K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.27% |
$775 - $876
|
3K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-377- 4.03% |
$36.5K - $41.3K
|
8.97K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-60- 1.18% |
$5.82K - $6.57K
|
5.02K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
10.4K+ 3.34% |
$1.01M - $1.14M
|
322K
$35.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$96.9 - $110
|
16.2K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-146- 6.54% |
$14.2K - $16K
|
2.09K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-153- 1.12% |
$14.8K - $16.8K
|
13.5K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.57K+ 26.34% |
$152K - $171K
|
7.51K
$825K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.06% |
$388 - $438
|
6.85K
$753K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.73K+ 5.49% |
$168K - $190K
|
33.3K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-703- 23.56% |
$68.1K - $77K
|
2.28K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
85+ 0.52% |
$8.24K - $9.31K
|
16.6K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 0.46% |
$4.17K - $4.71K
|
9.3K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-91- 2.39% |
$8.82K - $9.97K
|
3.71K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
5.08K+ 22.35% |
$492K - $556K
|
27.8K
$3.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.6K+ 21.17% |
$445K - $503K
|
26.3K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.27% |
$679 - $767
|
2.56K
$281K
|