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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
780+ 4.87% |
$58.2K - $63.3K
|
16.8K
$1.97M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$7.47K - $8.11K
|
100
$11.7K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 3.65% |
$6.35K - $6.89K
|
2.42K
$283K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
60New |
$4.48K - $4.87K
|
60
$7.03K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.43K
|
30
$3.52K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
30+ 1.09% |
$2.24K - $2.43K
|
2.78K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.27K - $1.38K
|
17
$1.99K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.28% |
$597 - $649
|
2.87K
$336K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
17.1KNew |
$1.21M - $1.34M
|
17.1K
$2.01M
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.4KNew |
$591K - $658K
|
8.4K
$984K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.59KNew |
$252K - $281K
|
3.59K
$420K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.71KNew |
$191K - $212K
|
2.71K
$317K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.63KNew |
$115K - $127K
|
1.63K
$191K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450New |
$31.7K - $35.3K
|
450
$52.7K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
55+ 8.38% |
$3.87K - $4.31K
|
711
$83.3K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$1.76K - $1.96K
|
25
$2.93K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.03% |
$493 - $548
|
25.4K
$2.98M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.07% |
$211 - $235
|
4.2K
$493K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3New |
$211 - $235
|
3
$352
|
|
Q1 2023 | |||||||
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.78KNew |
$312K - $351K
|
4.78K
$560K
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.18KNew |
$273K - $307K
|
4.18K
$490K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.03KNew |
$198K - $223K
|
3.03K
$355K
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.91KNew |
$190K - $214K
|
2.91K
$341K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$185K - $208K
|
2.83K
$332K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.5K+ 16.11% |
$163K - $184K
|
18K
$2.11M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
394New |
$25.7K - $29K
|
394
$46.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
354New |
$23.1K - $26K
|
354
$41.5K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
300+ 6.66% |
$19.6K - $22.1K
|
4.81K
$563K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$14.8K - $16.6K
|
226
$26.5K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
199+ 1.03% |
$13K - $14.6K
|
19.5K
$2.28M
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
25+ 0.28% |
$1.63K - $1.84K
|
8.99K
$1.05M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.44K - $1.62K
|
22
$2.58K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.29% |
$783 - $883
|
4.21K
$493K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.28% |
$653 - $736
|
3.64K
$426K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
21.9KNew |
$1.37M - $1.55M
|
21.9K
$2.57M
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
10.3KNew |
$640K - $725K
|
10.3K
$1.2M
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.02KNew |
$376K - $426K
|
6.02K
$706K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.6K+ 85.81% |
$287K - $325K
|
9.95K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.63KNew |
$227K - $257K
|
3.63K
$426K
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 12.53% |
$82.6K - $93.6K
|
11.9K
$1.39M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
753New |
$47K - $53.3K
|
753
$88.2K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
565New |
$35.3K - $40K
|
565
$66.2K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
523New |
$32.6K - $37K
|
523
$61.3K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
480New |
$30K - $34K
|
480
$56.2K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
315New |
$19.7K - $22.3K
|
315
$36.9K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
280New |
$17.5K - $19.8K
|
280
$32.8K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
258New |
$16.1K - $18.3K
|
258
$30.2K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
173New |
$10.8K - $12.2K
|
173
$20.3K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
95New |
$5.93K - $6.72K
|
95
$11.1K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
85New |
$5.3K - $6.01K
|
85
$9.96K
|