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 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.08K+ 9.62% |
$268K - $338K
|
35.1K
$4.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-74- 3.57% |
$6.43K - $8.11K
|
2K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-734- 4.25% |
$63.8K - $80.5K
|
16.5K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.23% |
$522 - $658
|
2.56K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
255+ 2.79% |
$22.2K - $28K
|
9.4K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-33- 11.83% |
$2.87K - $3.62K
|
246
$28.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
SELL
|
- |
-15.8K- 38.76% |
$1.37M - $1.73M
|
24.9K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$174 - $219
|
4.23K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.12K+ 4.39% |
$184K - $232K
|
50.3K
$5.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
9+ 0.24% |
$782 - $987
|
3.72K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$284K - $359K
|
3.27K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.2% |
$348 - $439
|
1.99K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-53- 0.16% |
$4.61K - $5.81K
|
33.3K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
30+ 0.25% |
$2.61K - $3.29K
|
12.2K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 22.7% |
$335K - $422K
|
20.8K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.05% |
$2.17K - $2.74K
|
2.36K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.33% |
$174 - $219
|
617
$72.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.9K+ 8.47% |
$1.82M - $2.29M
|
268K
$31.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.86K+ 4.14% |
$510K - $643K
|
147K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.29% |
$261 - $329
|
1.03K
$121K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
560+ 125.28% |
$48.7K - $61.4K
|
1.01K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.23% |
$435 - $548
|
2.17K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$86.9 - $110
|
225
$26.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 21.06% |
$279K - $352K
|
18.5K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
515+ 15.31% |
$44.8K - $56.5K
|
3.88K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.25% |
$1.65K - $2.08K
|
7.57K
$887K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.67K- 9.65% |
$146K - $184K
|
15.7K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.72K- 20.16% |
$411K - $518K
|
18.7K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
120+ 428.57% |
$10.4K - $13.2K
|
148
$17.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
387+ 0.43% |
$33.6K - $42.4K
|
89.4K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.32K+ 8.59% |
$202K - $255K
|
29.4K
$3.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
876+ 7.74% |
$76.2K - $96K
|
12.2K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.22% |
$695 - $877
|
3.6K
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 1.45% |
$695 - $877
|
560
$65.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.93KNew |
$168K - $212K
|
1.93K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-307- 2.2% |
$26.7K - $33.7K
|
13.7K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
789+ 7.08% |
$68.6K - $86.5K
|
11.9K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.86K- 29.27% |
$162K - $204K
|
4.49K
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.32K- 6.85% |
$114K - $144K
|
17.9K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-23.5K- 23.63% |
$2.04M - $2.58M
|
75.9K
$8.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
57+ 1.52% |
$4.96K - $6.25K
|
3.81K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-154- 5.1% |
$13.4K - $16.9K
|
2.87K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-3.71K- 1.1% |
$323K - $407K
|
334K
$39.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.79K+ 10.77% |
$155K - $196K
|
18.4K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.83K+ 22.47% |
$420K - $530K
|
26.3K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 22.05% |
$235K - $297K
|
15K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
26.9K+ 5.74% |
$2.34M - $2.95M
|
496K
$58.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
912+ 1.71% |
$79.3K - $100K
|
54.4K
$6.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.84K- 7.14% |
$856K - $1.08M
|
128K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.97KNew |
$172K - $216K
|
1.97K
$231K
|