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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.08K+ 4.09% |
$98.4K - $109K
|
27.4K
$2.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05K+ 2.39% |
$95.6K - $106K
|
44.8K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04KNew |
$94.9K - $106K
|
1.04K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 7.13% |
$94.1K - $105K
|
15.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.03KNew |
$93.7K - $104K
|
1.03K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 36.47% |
$93K - $103K
|
3.81K
$404K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1K+ 3.17% |
$91.6K - $102K
|
32.6K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1K+ 9.39% |
$91.6K - $102K
|
11.7K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
973+ 22.84% |
$88.9K - $98.9K
|
5.23K
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
931+ 17.6% |
$85.1K - $94.6K
|
6.22K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
915+ 4.81% |
$83.6K - $93K
|
20K
$2.12M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
886+ 17.16% |
$81K - $90.1K
|
6.05K
$642K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
844+ 9.9% |
$77.1K - $85.8K
|
9.37K
$995K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
821+ 9.5% |
$75K - $83.5K
|
9.46K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
779+ 8.94% |
$71.2K - $79.2K
|
9.5K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
753+ 6.4% |
$68.8K - $76.5K
|
12.5K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
741+ 12.47% |
$67.7K - $75.3K
|
6.68K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
741+ 14.67% |
$67.7K - $75.3K
|
5.79K
$615K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
708+ 1.77% |
$64.7K - $72K
|
40.6K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
700New |
$64K - $71.2K
|
700
$74.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
684+ 0.61% |
$62.5K - $69.5K
|
113K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
677+ 2.57% |
$61.9K - $68.8K
|
27K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
666+ 8.64% |
$60.9K - $67.7K
|
8.37K
$889K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
649+ 3.96% |
$59.3K - $66K
|
17K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
636+ 54.59% |
$58.1K - $64.6K
|
1.8K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
605+ 27.03% |
$55.3K - $61.5K
|
2.84K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
571+ 8.12% |
$52.2K - $58K
|
7.6K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
565+ 2.32% |
$51.6K - $57.4K
|
24.9K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
562+ 2.32% |
$51.3K - $57.1K
|
24.8K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
545+ 1.47% |
$49.8K - $55.4K
|
37.6K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
541+ 2.4% |
$49.4K - $55K
|
23K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
520+ 20.16% |
$47.5K - $52.9K
|
3.1K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
513New |
$46.9K - $52.1K
|
513
$54.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
502+ 2.89% |
$45.9K - $51K
|
17.9K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
496+ 11.48% |
$45.3K - $50.4K
|
4.82K
$511K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
492New |
$45K - $50K
|
492
$52.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
471New |
$43K - $47.9K
|
471
$50K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
460+ 17.05% |
$42K - $46.8K
|
3.16K
$335K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
459New |
$41.9K - $46.7K
|
459
$48.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
455+ 4.46% |
$41.6K - $46.3K
|
10.7K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
451+ 0.71% |
$41.2K - $45.8K
|
64.4K
$6.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
447+ 14.12% |
$40.8K - $45.4K
|
3.61K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
434+ 638.24% |
$39.7K - $44.1K
|
502
$53.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
425+ 63.91% |
$38.8K - $43.2K
|
1.09K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
423+ 1.9% |
$38.6K - $43K
|
22.7K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
397+ 2.37% |
$36.3K - $40.4K
|
17.2K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
390+ 10.38% |
$35.6K - $39.6K
|
4.15K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
384+ 8.21% |
$35.1K - $39K
|
5.06K
$537K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
379+ 1.96% |
$34.6K - $38.5K
|
19.7K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
365+ 294.35% |
$33.4K - $37.1K
|
489
$51.9K
|