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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.05KNew |
$526K - $663K
|
6.05K
$709K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.86K+ 4.14% |
$510K - $643K
|
147K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 35.5% |
$498K - $628K
|
21.9K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.43KNew |
$472K - $595K
|
5.43K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.36K+ 8.48% |
$466K - $587K
|
68.5K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.33K+ 54.38% |
$463K - $584K
|
15.1K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.11K+ 130.89% |
$444K - $560K
|
9.01K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.1K+ 192.3% |
$443K - $559K
|
7.75K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
5.09K+ 90.0% |
$442K - $558K
|
10.7K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.07K+ 16.44% |
$440K - $555K
|
35.9K
$4.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.83K+ 22.47% |
$420K - $530K
|
26.3K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.7KNew |
$409K - $515K
|
4.7K
$551K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.53K+ 6.88% |
$394K - $497K
|
70.4K
$8.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
4.37KNew |
$380K - $479K
|
4.37K
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.26KNew |
$370K - $467K
|
4.26K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.12K+ 27.76% |
$358K - $451K
|
19K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 22.7% |
$335K - $422K
|
20.8K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.72K+ 3.09% |
$323K - $408K
|
124K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.62KNew |
$315K - $397K
|
3.62K
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.59K+ 13.35% |
$312K - $393K
|
30.4K
$3.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.51K+ 35.12% |
$305K - $385K
|
13.5K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.44KNew |
$299K - $378K
|
3.44K
$404K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
3.35K+ 2.28% |
$291K - $367K
|
150K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$284K - $359K
|
3.27K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 21.06% |
$279K - $352K
|
18.5K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.2KNew |
$278K - $351K
|
3.2K
$375K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
3.11KNew |
$270K - $341K
|
3.11K
$364K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.1K+ 54.78% |
$269K - $340K
|
8.75K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.08K+ 9.62% |
$268K - $338K
|
35.1K
$4.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.03KNew |
$264K - $332K
|
3.03K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.88KNew |
$251K - $316K
|
2.88K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.84K+ 2.46% |
$247K - $311K
|
118K
$13.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.81KNew |
$244K - $308K
|
2.81K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.71KNew |
$235K - $297K
|
2.71K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 22.05% |
$235K - $297K
|
15K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.64K+ 1.21% |
$230K - $290K
|
221K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.59KNew |
$225K - $284K
|
2.59K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.56KNew |
$222K - $280K
|
2.56K
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.53K+ 2.54% |
$220K - $278K
|
102K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.52K+ 30.68% |
$219K - $276K
|
10.7K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.48KNew |
$215K - $272K
|
2.48K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.35KNew |
$205K - $258K
|
2.35K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.34KNew |
$204K - $257K
|
2.34K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.32K+ 8.59% |
$202K - $255K
|
29.4K
$3.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.29K+ 6.38% |
$199K - $251K
|
38.1K
$4.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.27KNew |
$198K - $249K
|
2.27K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.22K+ 36.02% |
$193K - $244K
|
8.4K
$984K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.18KNew |
$189K - $239K
|
2.18K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.12K+ 52.81% |
$184K - $233K
|
6.14K
$719K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.12KNew |
$184K - $233K
|
2.12K
$249K
|