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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.69K+ 55.16% |
$357K - $404K
|
10.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.44K+ 3.07% |
$334K - $377K
|
115K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 18.07% |
$323K - $365K
|
21.8K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.26KNew |
$316K - $357K
|
3.26K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.19KNew |
$309K - $350K
|
3.19K
$351K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$303K - $343K
|
3.13K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.13K+ 1.35% |
$303K - $343K
|
234K
$25.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.11K+ 54.18% |
$301K - $340K
|
8.84K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07K+ 44.95% |
$298K - $337K
|
9.91K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.05K+ 1.22% |
$296K - $334K
|
254K
$27.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.05K+ 21.68% |
$296K - $334K
|
17.1K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.02KNew |
$293K - $331K
|
3.02K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3K+ 3060.2% |
$291K - $328K
|
3.1K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$288K - $326K
|
2.97K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 3.37% |
$278K - $314K
|
87.9K
$9.66M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.82K+ 1.93% |
$274K - $309K
|
149K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
2.8KNew |
$271K - $307K
|
2.8K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.66KNew |
$258K - $292K
|
2.66K
$293K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.64KNew |
$256K - $289K
|
2.64K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.59KNew |
$251K - $284K
|
2.59K
$285K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 91.4% |
$250K - $283K
|
5.41K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.51K+ 10.16% |
$243K - $275K
|
27.2K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.51K+ 7.73% |
$243K - $274K
|
34.9K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.48KNew |
$240K - $272K
|
2.48K
$273K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.48K+ 99.04% |
$240K - $271K
|
4.98K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.48K+ 3.77% |
$240K - $271K
|
68.2K
$7.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 2.06% |
$236K - $266K
|
120K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.43KNew |
$236K - $266K
|
2.43K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$235K - $265K
|
2.42K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$233K - $264K
|
2.41K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$231K - $261K
|
2.39K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 1.58% |
$222K - $251K
|
148K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.28K+ 11.26% |
$221K - $249K
|
22.5K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.26K+ 4.81% |
$219K - $247K
|
49.3K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.16KNew |
$210K - $237K
|
2.16K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.13KNew |
$207K - $233K
|
2.13K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.11K+ 13.84% |
$204K - $231K
|
17.3K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.07KNew |
$201K - $227K
|
2.07K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.06K+ 6.47% |
$200K - $226K
|
34K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.92K+ 2.52% |
$186K - $211K
|
78.2K
$8.6M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.92K+ 22.15% |
$186K - $210K
|
10.6K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.74K+ 22.54% |
$169K - $191K
|
9.48K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.73K+ 5.49% |
$168K - $190K
|
33.3K
$3.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.63K+ 3.49% |
$158K - $178K
|
48.2K
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.61KNew |
$156K - $176K
|
1.61K
$177K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.57K+ 3.87% |
$152K - $171K
|
42K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.57K+ 26.34% |
$152K - $171K
|
7.51K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 15.4% |
$144K - $162K
|
11.1K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.37K+ 6.94% |
$133K - $150K
|
21.1K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.34KNew |
$130K - $147K
|
1.34K
$147K
|