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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.34K+ 2.42% |
$129K - $146K
|
56.5K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$129K - $146K
|
1.33K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.26K+ 15.17% |
$122K - $138K
|
9.56K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.24K+ 14.45% |
$120K - $135K
|
9.78K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 29.72% |
$111K - $125K
|
4.99K
$549K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 8.3% |
$105K - $118K
|
14.1K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06K+ 0.21% |
$103K - $116K
|
506K
$55.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 25.58% |
$99.5K - $112K
|
5.04K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 63.46% |
$97.3K - $110K
|
2.59K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
993+ 14.23% |
$96.3K - $109K
|
7.97K
$876K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
990New |
$96K - $108K
|
990
$109K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
958+ 23.37% |
$92.9K - $105K
|
5.06K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
935+ 48.95% |
$90.6K - $102K
|
2.85K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
814+ 11.37% |
$78.9K - $89.1K
|
7.97K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
782+ 7.96% |
$75.8K - $85.6K
|
10.6K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
770+ 31.82% |
$74.6K - $84.3K
|
3.19K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
759+ 10.2% |
$73.6K - $83.1K
|
8.2K
$901K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
736+ 9.13% |
$71.3K - $80.6K
|
8.8K
$967K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
729+ 5.65% |
$70.7K - $79.8K
|
13.6K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
720+ 0.41% |
$69.8K - $78.8K
|
177K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
709+ 1.18% |
$68.7K - $77.6K
|
60.5K
$6.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
672+ 8.39% |
$65.1K - $73.6K
|
8.68K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
635+ 7.86% |
$61.6K - $69.5K
|
8.71K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
626+ 4.04% |
$60.7K - $68.6K
|
16.1K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
615+ 12.62% |
$59.6K - $67.3K
|
5.49K
$603K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
578+ 1.98% |
$56K - $63.3K
|
29.8K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
557+ 6.2% |
$54K - $61K
|
9.53K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
550+ 10.8% |
$53.3K - $60.2K
|
5.64K
$620K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
550+ 5.19% |
$53.3K - $60.2K
|
11.2K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
548+ 13.74% |
$53.1K - $60K
|
4.54K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
538+ 1.6% |
$52.1K - $58.9K
|
34.2K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
505+ 2.93% |
$48.9K - $55.3K
|
17.7K
$1.95M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$48.5K - $54.8K
|
500
$54.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
424+ 9.57% |
$41.1K - $46.4K
|
4.86K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
421+ 16.54% |
$40.8K - $46.1K
|
2.97K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
415+ 2.06% |
$40.2K - $45.4K
|
20.5K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
403+ 34.36% |
$39.1K - $44.1K
|
1.58K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
391+ 4.08% |
$37.9K - $42.8K
|
9.99K
$1.1M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
367New |
$35.6K - $40.2K
|
367
$40.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
348+ 0.58% |
$33.7K - $38.1K
|
60K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
325+ 2.57% |
$31.5K - $35.6K
|
12.9K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
323+ 0.15% |
$31.3K - $35.4K
|
219K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309+ 39.26% |
$30K - $33.8K
|
1.1K
$120K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
306+ 0.22% |
$29.7K - $33.5K
|
138K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
305+ 5.4% |
$29.6K - $33.4K
|
5.95K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
297+ 11.46% |
$28.8K - $32.5K
|
2.89K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
283+ 5.95% |
$27.4K - $31K
|
5.04K
$554K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
281+ 0.53% |
$27.2K - $30.8K
|
53.3K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
279+ 2.43% |
$27K - $30.6K
|
11.7K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
279New |
$27K - $30.6K
|
279
$30.7K
|