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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-375- 4.78% |
$32.7K - $36.5K
|
7.47K
$805K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
80+ 3.42% |
$6.98K - $7.79K
|
2.42K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.44% |
$87.2 - $97.4
|
229
$24.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.48K- 44.42% |
$391K - $436K
|
5.61K
$605K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 16.11% |
$48K - $53.6K
|
2.86K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.39KNew |
$121K - $135K
|
1.39K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.19K- 14.7% |
$104K - $116K
|
6.9K
$744K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
90+ 0.56% |
$7.85K - $8.76K
|
16.2K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-252- 9.7% |
$22K - $24.5K
|
2.35K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28+ 0.85% |
$2.44K - $2.73K
|
3.33K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
817New |
$71.3K - $79.6K
|
817
$88.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1K- 12.12% |
$87.2K - $97.4K
|
7.25K
$782K
|
|
|
Aug 02, 2024
Q2 2024
|
Visa Foundation
|
SELL
|
- |
-52K- 2.93% |
$4.54M - $5.06M
|
1.72M
$186M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.6KNew |
$750K - $837K
|
8.6K
$927K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
400New |
$34.9K - $38.9K
|
400
$43.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
3.1KNew |
$270K - $302K
|
3.1K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24.1KNew |
$2.1M - $2.34M
|
24.1K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.05K- 16.87% |
$179K - $200K
|
10.1K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 1.9% |
$1.31K - $1.46K
|
806
$86.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
185+ 1.21% |
$16.1K - $18K
|
15.5K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.18% |
$87.2 - $97.4
|
543
$58.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.52KNew |
$219K - $245K
|
2.52K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
683+ 5.19% |
$59.6K - $66.5K
|
13.8K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23New |
$2.01K - $2.24K
|
23
$2.48K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 5.38% |
$1.31K - $1.46K
|
294
$31.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-68- 1.53% |
$5.93K - $6.62K
|
4.37K
$471K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.34% |
$87.2 - $97.4
|
297
$32K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-2- 6.25% |
$174 - $195
|
30
$3.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
41New |
$3.58K - $3.99K
|
41
$4.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 41.65% |
$163K - $182K
|
2.62K
$283K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
168+ 16.54% |
$14.7K - $16.4K
|
1.18K
$128K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
177+ 4.75% |
$15.4K - $17.2K
|
3.9K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-25- 0.9% |
$2.18K - $2.43K
|
2.75K
$296K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-55- 2.01% |
$4.8K - $5.36K
|
2.68K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-300- 3.56% |
$26.2K - $29.2K
|
8.12K
$876K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-82- 1.65% |
$7.15K - $7.98K
|
4.89K
$527K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-714- 5.36% |
$62.3K - $69.5K
|
12.6K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.78K- 9.98% |
$330K - $368K
|
34.1K
$3.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
40+ 4.61% |
$3.49K - $3.89K
|
908
$97.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$87.2 - $97.4
|
223
$24K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
169+ 112.67% |
$14.7K - $16.5K
|
319
$34.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
497+ 14.25% |
$43.4K - $48.4K
|
3.98K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-109- 5.8% |
$9.51K - $10.6K
|
1.77K
$191K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-99- 2.82% |
$8.64K - $9.64K
|
3.42K
$368K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-875- 44.3% |
$76.3K - $85.2K
|
1.1K
$119K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.55K- 46.92% |
$309K - $345K
|
4.01K
$433K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.78% |
$104K - $116K
|
65.8K
$7.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
28New |
$2.44K - $2.73K
|
28
$3.02K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.07% |
$523 - $584
|
8.01K
$864K
|