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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
747+ 11.02% |
$74.8K - $81.5K
|
7.53K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
738New |
$73.9K - $80.5K
|
738
$80.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
687+ 4.43% |
$68.8K - $75K
|
16.2K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
665+ 135.99% |
$66.6K - $72.6K
|
1.15K
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
658+ 1.02% |
$65.9K - $71.8K
|
65.1K
$7.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
641+ 1.1% |
$64.2K - $69.9K
|
59.1K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
632+ 28.53% |
$63.3K - $69K
|
2.85K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
621New |
$62.2K - $67.8K
|
621
$67.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
588+ 2.98% |
$58.9K - $64.2K
|
20.3K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
560+ 3.13% |
$56.1K - $61.1K
|
18.4K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
519+ 2.09% |
$52K - $56.6K
|
25.3K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
515+ 14.39% |
$51.6K - $56.2K
|
4.09K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
505New |
$50.6K - $55.1K
|
505
$55.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
492+ 47.95% |
$49.3K - $53.7K
|
1.52K
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
468+ 6.25% |
$46.9K - $51.1K
|
7.96K
$869K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
463+ 6.08% |
$46.4K - $50.5K
|
8.08K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
453+ 4.48% |
$45.4K - $49.4K
|
10.6K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
444+ 0.14% |
$44.5K - $48.4K
|
312K
$34M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
424+ 6.59% |
$42.5K - $46.3K
|
6.86K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
421+ 9.01% |
$42.2K - $45.9K
|
5.09K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
418+ 5.69% |
$41.9K - $45.6K
|
7.77K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
410+ 2.04% |
$41.1K - $44.7K
|
20.5K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
394+ 16.19% |
$39.5K - $43K
|
2.83K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
370+ 0.27% |
$37.1K - $40.4K
|
138K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
365New |
$36.6K - $39.8K
|
365
$39.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
357+ 16.03% |
$35.8K - $38.9K
|
2.58K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
350+ 7.89% |
$35.1K - $38.2K
|
4.79K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
338+ 3.78% |
$33.9K - $36.9K
|
9.28K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
325+ 2.01% |
$32.6K - $35.5K
|
16.5K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
323+ 0.15% |
$32.4K - $35.2K
|
213K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
288+ 10.13% |
$28.9K - $31.4K
|
3.13K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
275+ 1.38% |
$27.5K - $30K
|
20.2K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
271+ 9.26% |
$27.1K - $29.6K
|
3.2K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
270+ 7.49% |
$27K - $29.5K
|
3.87K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
267New |
$26.7K - $29.1K
|
267
$29.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
267+ 12.5% |
$26.7K - $29.1K
|
2.4K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
262+ 6.46% |
$26.2K - $28.6K
|
4.32K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
255+ 0.68% |
$25.5K - $27.8K
|
37.8K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
241New |
$24.1K - $26.3K
|
241
$26.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
225+ 0.78% |
$22.5K - $24.5K
|
29.2K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
223+ 1.61% |
$22.3K - $24.3K
|
14.1K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
220New |
$22K - $24K
|
220
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
218+ 108.46% |
$21.8K - $23.8K
|
419
$45.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$20K - $21.8K
|
200
$21.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$20K - $21.8K
|
200
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
188+ 1.1% |
$18.8K - $20.5K
|
17.2K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
174+ 7.27% |
$17.4K - $19K
|
2.57K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
173+ 2.18% |
$17.3K - $18.9K
|
8.12K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
173+ 7.24% |
$17.3K - $18.9K
|
2.56K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
166+ 2.33% |
$16.6K - $18.1K
|
7.29K
$796K
|