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 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-815- 18.65% |
$79K - $89.3K
|
3.55K
$391K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-386- 1.91% |
$37.4K - $42.3K
|
19.8K
$2.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-298- 32.64% |
$28.9K - $32.6K
|
615
$67.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-769- 7.76% |
$74.5K - $84.2K
|
9.14K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.25% |
$485 - $548
|
1.99K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-74- 1.47% |
$7.17K - $8.1K
|
4.96K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
28.9K+ 5.63% |
$2.8M - $3.17M
|
543K
$59.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
323+ 0.15% |
$31.3K - $35.4K
|
219K
$24M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-96- 0.56% |
$9.31K - $10.5K
|
17.1K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73+ 0.79% |
$7.08K - $7.99K
|
9.29K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.26K+ 4.81% |
$219K - $247K
|
49.3K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.11K+ 54.18% |
$301K - $340K
|
8.84K
$971K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.14% |
$1.94K - $2.19K
|
14.4K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-833- 8.3% |
$80.7K - $91.2K
|
9.2K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.48K+ 3.77% |
$240K - $271K
|
68.2K
$7.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7- 0.29% |
$679 - $767
|
2.43K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.63K+ 3.49% |
$158K - $178K
|
48.2K
$5.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4.58K+ 16.69% |
$444K - $502K
|
32K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.6KNew |
$640K - $723K
|
6.6K
$725K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
6+ 8.11% |
$582 - $657
|
80
$8.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 79.55% |
$369K - $417K
|
8.6K
$945K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
68+ 0.33% |
$6.59K - $7.45K
|
20.4K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.7KNew |
$746K - $843K
|
7.7K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11K+ 7.69% |
$1.07M - $1.2M
|
154K
$16.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.52K- 26.31% |
$147K - $166K
|
4.26K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.7% |
$9.69K - $11K
|
3.61K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-230- 4.05% |
$22.3K - $25.2K
|
5.46K
$600K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.18K- 18.02% |
$114K - $129K
|
5.37K
$591K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$96.9 - $110
|
345
$37.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 8.55% |
$4.46K - $5.04K
|
492
$54.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.38K- 1.52% |
$134K - $151K
|
89K
$9.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
211+ 3.5% |
$20.5K - $23.1K
|
6.25K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
421+ 16.54% |
$40.8K - $46.1K
|
2.97K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$872K - $985K
|
9K
$989K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-300- 7.23% |
$29.1K - $32.9K
|
3.85K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
672+ 8.39% |
$65.1K - $73.6K
|
8.68K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
140+ 1.58% |
$13.6K - $15.3K
|
8.98K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
245+ 11.45% |
$23.7K - $26.8K
|
2.39K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 4.84% |
$633K - $715K
|
142K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.26KNew |
$316K - $357K
|
3.26K
$358K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 1.58% |
$222K - $251K
|
148K
$16.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.2% |
$775 - $876
|
4.1K
$451K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.45K- 27.53% |
$141K - $159K
|
3.83K
$421K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.6K+ 3.26% |
$446K - $504K
|
146K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.37K- 9.2% |
$230K - $260K
|
23.4K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
635+ 7.86% |
$61.6K - $69.5K
|
8.71K
$957K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-38- 0.9% |
$3.68K - $4.16K
|
4.2K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-326- 6.96% |
$31.6K - $35.7K
|
4.36K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8+ 0.03% |
$775 - $876
|
28.2K
$3.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.2K+ 299.23% |
$1.09M - $1.23M
|
14.9K
$1.64M
|