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 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.12K+ 4.39% |
$184K - $232K
|
50.3K
$5.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.09KNew |
$182K - $229K
|
2.09K
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.06KNew |
$179K - $226K
|
2.06K
$241K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2.05KNew |
$178K - $225K
|
2.05K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.02KNew |
$175K - $221K
|
2.02K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.02K+ 49.13% |
$175K - $221K
|
6.12K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.99KNew |
$173K - $218K
|
1.99K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.98KNew |
$172K - $217K
|
1.98K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.97KNew |
$172K - $216K
|
1.97K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.96KNew |
$171K - $215K
|
1.96K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.96KNew |
$171K - $215K
|
1.96K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.96KNew |
$171K - $215K
|
1.96K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.96KNew |
$170K - $215K
|
1.96K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.93K+ 7.77% |
$168K - $212K
|
26.8K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.93KNew |
$168K - $212K
|
1.93K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.93KNew |
$168K - $211K
|
1.93K
$226K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.89K+ 5.35% |
$164K - $207K
|
37.2K
$4.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.88KNew |
$163K - $206K
|
1.88K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.84KNew |
$160K - $202K
|
1.84K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.83KNew |
$159K - $201K
|
1.83K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.79K+ 10.77% |
$155K - $196K
|
18.4K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.74K+ 7.73% |
$152K - $191K
|
24.3K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.73K+ 5.07% |
$151K - $190K
|
35.9K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.7K+ 89.19% |
$148K - $186K
|
3.61K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.68K+ 69.3% |
$146K - $185K
|
4.11K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.67K+ 28.21% |
$145K - $183K
|
7.59K
$890K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66K+ 73.67% |
$144K - $182K
|
3.92K
$459K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.65K+ 25.7% |
$144K - $181K
|
8.08K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 0.65% |
$144K - $181K
|
255K
$29.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.65K+ 33.18% |
$143K - $181K
|
6.61K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.58KNew |
$137K - $173K
|
1.58K
$185K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.58K+ 16.1% |
$137K - $173K
|
11.4K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.46K+ 8.6% |
$127K - $160K
|
18.4K
$2.16M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$121K - $152K
|
1.39K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
1.29K+ 28.17% |
$112K - $141K
|
5.85K
$686K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 30.32% |
$112K - $141K
|
5.52K
$647K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.25K+ 11.22% |
$108K - $137K
|
12.3K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 11.14% |
$104K - $132K
|
12K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.2K+ 2.85% |
$104K - $131K
|
43.2K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.19K+ 10.12% |
$103K - $130K
|
12.9K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 3.62% |
$101K - $127K
|
33.3K
$3.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.09K+ 0.79% |
$94.9K - $120K
|
139K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 0.33% |
$93.3K - $118K
|
323K
$37.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.05K+ 5.13% |
$91.2K - $115K
|
21.5K
$2.52M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
971+ 23.78% |
$84.4K - $106K
|
5.05K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
924+ 3.4% |
$80.3K - $101K
|
28.1K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
920+ 18.47% |
$80K - $101K
|
5.9K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
917+ 1.04% |
$79.7K - $101K
|
88.8K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
912+ 1.71% |
$79.3K - $100K
|
54.4K
$6.37M
|