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 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
205+ 5.71% |
$17.8K - $22.5K
|
3.8K
$445K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198New |
$17.2K - $21.7K
|
198
$23.2K
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
189+ 4.51% |
$16.4K - $20.7K
|
4.38K
$513K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
181+ 1.9% |
$15.7K - $19.8K
|
9.69K
$1.14M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
179+ 29.49% |
$15.6K - $19.6K
|
786
$92.1K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
175+ 13.29% |
$15.2K - $19.2K
|
1.49K
$175K
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
169+ 2.25% |
$14.7K - $18.5K
|
7.68K
$900K
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
148+ 6.18% |
$12.9K - $16.2K
|
2.54K
$298K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
146New |
$12.7K - $16K
|
146
$17.1K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140+ 3.38% |
$12.2K - $15.3K
|
4.28K
$502K
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
122+ 2.21% |
$10.6K - $13.4K
|
5.64K
$661K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
120+ 2.8% |
$10.4K - $13.2K
|
4.41K
$517K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
120+ 428.57% |
$10.4K - $13.2K
|
148
$17.3K
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
111+ 3.9% |
$9.65K - $12.2K
|
2.96K
$346K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$9.3K - $11.7K
|
107
$12.5K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95+ 11.26% |
$8.26K - $10.4K
|
939
$110K
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
95+ 3.65% |
$8.26K - $10.4K
|
2.7K
$316K
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
92+ 0.41% |
$8K - $10.1K
|
22.8K
$2.67M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90+ 0.01% |
$7.82K - $9.87K
|
1.67M
$196M
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
90+ 3.82% |
$7.82K - $9.87K
|
2.45K
$287K
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
80+ 0.24% |
$6.95K - $8.77K
|
33.5K
$3.93M
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
78+ 3.14% |
$6.78K - $8.55K
|
2.56K
$300K
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
74New |
$6.43K - $8.11K
|
74
$8.67K
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
73+ 1.36% |
$6.35K - $8K
|
5.45K
$638K
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
72+ 0.86% |
$6.26K - $7.89K
|
8.4K
$984K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
63+ 0.49% |
$5.48K - $6.91K
|
13K
$1.52M
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
63+ 1.88% |
$5.48K - $6.91K
|
3.42K
$400K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
57+ 1.52% |
$4.96K - $6.25K
|
3.81K
$446K
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 2.01% |
$4.87K - $6.14K
|
2.84K
$333K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
52+ 24.88% |
$4.52K - $5.7K
|
261
$30.6K
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 2.26% |
$4.35K - $5.48K
|
2.26K
$265K
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
49New |
$4.26K - $5.37K
|
49
$5.74K
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
49+ 2.37% |
$4.26K - $5.37K
|
2.11K
$248K
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
37+ 0.74% |
$3.22K - $4.06K
|
5.01K
$586K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 4.28% |
$3.04K - $3.84K
|
852
$99.8K
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35+ 0.24% |
$3.04K - $3.84K
|
14.4K
$1.69M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
30+ 0.25% |
$2.61K - $3.29K
|
12.2K
$1.43M
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.54% |
$2K - $2.52K
|
4.28K
$502K
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.25% |
$1.65K - $2.08K
|
7.57K
$887K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.36% |
$1.56K - $1.97K
|
4.98K
$583K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.38% |
$1.56K - $1.97K
|
4.77K
$558K
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 4.2% |
$1.48K - $1.86K
|
422
$49.4K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16+ 0.07% |
$1.39K - $1.75K
|
22K
$2.58M
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.66% |
$1.39K - $1.75K
|
2.42K
$284K
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
15+ 0.59% |
$1.3K - $1.64K
|
2.57K
$301K
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14New |
$1.22K - $1.53K
|
14
$1.64K
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
14+ 0.67% |
$1.22K - $1.53K
|
2.1K
$246K
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
13+ 0.23% |
$1.13K - $1.43K
|
5.55K
$650K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12+ 0.34% |
$1.04K - $1.32K
|
3.52K
$412K
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$956 - $1.21K
|
6.36K
$745K
|