Latest Institutional Purchases of Vanguard World Fd Esg U.S. Sto (ESGV)
This list provides information on the latest institutional transactions involving Vanguard World Fd Esg U.S. Sto (ESGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
19.4K+ 170.61% |
$1.88M - $2.12M
|
30.7K
$3M
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
14.8K+ 3.9% |
$1.43M - $1.62M
|
394K
$38.4M
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.2K+ 299.23% |
$1.09M - $1.23M
|
14.9K
$1.46M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.34K+ 13.23% |
$614K - $694K
|
54.2K
$5.29M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.37K+ 9.97% |
$520K - $588K
|
59.2K
$5.77M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4K+ 4.18% |
$388K - $438K
|
99.7K
$9.72M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$363K - $410K
|
3.74K
$365K
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.38K+ 75.76% |
$230K - $260K
|
5.52K
$538K
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 1.58% |
$222K - $251K
|
148K
$14.4M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
635+ 7.86% |
$61.6K - $69.5K
|
8.71K
$850K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
202+ 1.05% |
$19.6K - $22.1K
|
19.5K
$1.9M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
195+ 7.89% |
$18.9K - $21.4K
|
2.67K
$260K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
188+ 44.87% |
$18.2K - $20.6K
|
607
$59.2K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 59.64% |
$16.2K - $18.3K
|
447
$43.6K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
138+ 2.22% |
$13.4K - $15.1K
|
6.35K
$619K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 1.91% |
$12.2K - $13.8K
|
6.72K
$655K
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
110+ 1.82% |
$10.7K - $12K
|
6.17K
$601K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
98+ 1.04% |
$9.5K - $10.7K
|
9.51K
$928K
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10+ 0.3% |
$969 - $1.1K
|
3.36K
$327K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8+ 0.03% |
$775 - $876
|
28.2K
$2.75M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.28% |
$582 - $657
|
2.16K
$211K
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.44MNew |
$145M - $158M
|
1.44M
$141M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
514KNew |
$51.5M - $56.1M
|
514K
$50.1M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
505KNew |
$50.5M - $55M
|
505K
$49.2M
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
319KNew |
$31.9M - $34.8M
|
319K
$31.1M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
314K+ 11.4% |
$31.4M - $34.2M
|
3.07M
$299M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
250K+ 6188.44% |
$25M - $27.3M
|
254K
$24.8M
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
176KNew |
$17.7M - $19.2M
|
176K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
103KNew |
$10.4M - $11.3M
|
103K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
99.5K+ 106.64% |
$9.97M - $10.9M
|
193K
$18.8M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
74.7K+ 951.57% |
$7.48M - $8.15M
|
82.5K
$8.05M
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
70.9K+ 505.2% |
$7.1M - $7.73M
|
84.9K
$8.28M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
69.8K+ 40.57% |
$6.99M - $7.61M
|
242K
$23.6M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 67.88% |
$5.78M - $6.29M
|
143K
$13.9M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$4.92M - $5.35M
|
49.1K
$4.79M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 10.34% |
$4.71M - $5.13M
|
502K
$48.9M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.5K+ 22.66% |
$4.26M - $4.64M
|
230K
$22.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.6KNew |
$3.47M - $3.78M
|
34.6K
$3.37M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
33.5KNew |
$3.36M - $3.65M
|
33.5K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.4K+ 3.22% |
$2.65M - $2.88M
|
848K
$82.7M
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.7KNew |
$2.28M - $2.48M
|
22.7K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 30.63% |
$2M - $2.18M
|
85.3K
$8.32M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 15.55% |
$1.92M - $2.09M
|
142K
$13.9M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.5K+ 313.56% |
$1.85M - $2.02M
|
24.4K
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
18.3K+ 5.11% |
$1.83M - $2M
|
376K
$36.7M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.7KNew |
$1.58M - $1.72M
|
15.7K
$1.53M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
14.4KNew |
$1.44M - $1.57M
|
14.4K
$1.4M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.2K+ 10.3% |
$1.32M - $1.44M
|
141K
$13.8M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.9K+ 1.05% |
$1.29M - $1.4M
|
1.24M
$121M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 5.8% |
$1.27M - $1.38M
|
231K
$22.5M
|