Latest Institutional Purchases of Vanguard World Fd Esg U.S. Sto (ESGV)

ESGV Quotes by TradingView

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 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
354
New
$23.1K - $26K
354 $38.9K
May 11, 2023 Q1 2023
Financial Advisory Group

Houston, TX
BUY
 -
300
+ 6.66%
$19.6K - $22.1K
4.81K $528K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
226
New
$14.8K - $16.6K
226 $24.8K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
199
+ 1.03%
$13K - $14.6K
19.5K $2.14M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
173
+ 12.93%
$11.3K - $12.7K
1.51K $166K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
50
New
$3.26K - $3.68K
50 $5.49K
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
25
+ 0.28%
$1.63K - $1.84K
8.99K $988K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
22
New
$1.44K - $1.62K
22 $2.42K
May 01, 2023 Q1 2023
Meridian Wealth Advisors, LLC

BUY
 -
12
+ 0.29%
$783 - $883
4.21K $463K
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
10
+ 0.28%
$653 - $736
3.64K $400K
Q4 2022
Jan 30, 2023 Q4 2022
Echo45 Advisors LLC

BUY
 -
10.3K
New
$640K - $725K
10.3K $1.13M
Feb 06, 2023 Q4 2022
W Advisors, LLC

Germantown, TN
BUY
 -
6.02K
New
$376K - $426K
6.02K $662K
Jan 23, 2023 Q4 2022
Aspiriant, LLC

BUY
 -
4.6K
+ 85.81%
$287K - $325K
9.95K $1.09M
Mar 01, 2023 Q4 2022
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
3.81K
New
$238K - $269K
3.81K $418K
Feb 10, 2023 Q4 2022
Hrt Financial LP

New York, NY
BUY
 -
3.63K
New
$227K - $257K
3.63K $399K
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.32K
+ 12.53%
$82.6K - $93.6K
11.9K $1.31M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
753
New
$47K - $53.3K
753 $82.7K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
565
New
$35.3K - $40K
565 $62.1K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
523
New
$32.6K - $37K
523 $57.5K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
480
New
$30K - $34K
480 $52.7K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
315
New
$19.7K - $22.3K
315 $34.6K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
280
New
$17.5K - $19.8K
280 $30.8K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
258
New
$16.1K - $18.3K
258 $28.4K
May 16, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
173
New
$10.8K - $12.2K
173 $19K
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
95
New
$5.93K - $6.72K
95 $10.4K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
85
New
$5.3K - $6.01K
85 $9.34K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
62
New
$3.87K - $4.39K
62 $6.81K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
7
New
$437 - $495
7 $769
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
7
+ 0.48%
$437 - $495
1.46K $160K
Feb 10, 2023 Q4 2022
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
5
+ 1.83%
$312 - $354
278 $30.5K
Q3 2022
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
5.14K
New
$324K - $394K
5.14K $565K
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
3.83K
New
$241K - $293K
3.83K $421K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.82K
New
$240K - $292K
3.82K $419K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.58K
New
$225K - $274K
3.58K $394K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
3.25K
+ 62.49%
$205K - $249K
8.46K $929K
Nov 09, 2022 Q3 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.17K
New
$199K - $242K
3.17K $348K
Nov 08, 2022 Q3 2022
Tfo Tdc, LLC

BUY
 -
1.74K
New
$109K - $133K
1.74K $191K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
769
+ 17.41%
$48.4K - $58.9K
5.19K $570K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
400
New
$25.2K - $30.6K
400 $44K
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
100
+ 12.5%
$6.29K - $7.65K
900 $98.9K
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
20
+ 0.16%
$1.26K - $1.53K
12.4K $1.36M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
4
+ 0.11%
$252 - $306
3.69K $406K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
4
+ 0.11%
$252 - $306
3.49K $384K
Nov 08, 2022 Q3 2022
Wealthsimple Inc.

Toronto, A6
BUY
 -
2
+ 0.02%
$126 - $153
10.9K $1.2M
Nov 08, 2022 Q3 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
1
+ 0.41%
$62.9 - $76.5
244 $26.8K
Q2 2022
Aug 03, 2022 Q2 2022
Tfc Financial Management

BUY
 -
9.87K
New
$631K - $811K
9.87K $1.08M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
4.62K
+ 9060.78%
$296K - $380K
4.67K $513K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
849
+ 26.61%
$54.3K - $69.8K
4.04K $444K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
800
New
$51.2K - $65.7K
800 $87.9K

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