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 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
266+ 8.97% |
$25.8K - $29.1K
|
3.23K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
246+ 5.22% |
$23.8K - $26.9K
|
4.96K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
245+ 11.45% |
$23.7K - $26.8K
|
2.39K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
241+ 3.03% |
$23.4K - $26.4K
|
8.2K
$901K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
235+ 5.33% |
$22.8K - $25.7K
|
4.64K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
233+ 9.7% |
$22.6K - $25.5K
|
2.64K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
231+ 7.56% |
$22.4K - $25.3K
|
3.29K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
211+ 3.5% |
$20.5K - $23.1K
|
6.25K
$686K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
204+ 2.69% |
$19.8K - $22.3K
|
7.79K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
202+ 1.05% |
$19.6K - $22.1K
|
19.5K
$2.14M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
195+ 7.89% |
$18.9K - $21.4K
|
2.67K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
189+ 6.04% |
$18.3K - $20.7K
|
3.32K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
171+ 0.76% |
$16.6K - $18.7K
|
22.5K
$2.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 59.64% |
$16.2K - $18.3K
|
447
$49.1K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
156+ 1.92% |
$15.1K - $17.1K
|
8.28K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
150+ 1.84% |
$14.5K - $16.4K
|
8.3K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
144New |
$14K - $15.8K
|
144
$15.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
140+ 1.58% |
$13.6K - $15.3K
|
8.98K
$987K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
138+ 2.22% |
$13.4K - $15.1K
|
6.35K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
129+ 4.73% |
$12.5K - $14.1K
|
2.85K
$314K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 1.91% |
$12.2K - $13.8K
|
6.72K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
120+ 0.2% |
$11.6K - $13.1K
|
59.2K
$6.5M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
110+ 1.82% |
$10.7K - $12K
|
6.17K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106New |
$10.3K - $11.6K
|
106
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 3.29% |
$9.01K - $10.2K
|
2.92K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
88+ 0.26% |
$8.53K - $9.64K
|
33.4K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
85+ 0.52% |
$8.24K - $9.31K
|
16.6K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82+ 1.29% |
$7.95K - $8.98K
|
6.43K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73+ 0.79% |
$7.08K - $7.99K
|
9.29K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
68+ 0.33% |
$6.59K - $7.45K
|
20.4K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
65+ 1.84% |
$6.3K - $7.12K
|
3.59K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
61+ 1.02% |
$5.91K - $6.68K
|
6.02K
$662K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
55+ 7.45% |
$5.33K - $6.02K
|
793
$87.1K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 0.86% |
$4.85K - $5.48K
|
5.83K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
50+ 1.22% |
$4.85K - $5.48K
|
4.14K
$455K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.22% |
$4.85K - $5.48K
|
23K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 0.46% |
$4.17K - $4.71K
|
9.3K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 4.71% |
$3.68K - $4.16K
|
844
$92.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
38+ 0.26% |
$3.68K - $4.16K
|
14.4K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
32+ 0.58% |
$3.1K - $3.5K
|
5.52K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 0.29% |
$3.1K - $3.5K
|
11.2K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
32+ 0.26% |
$3.1K - $3.5K
|
12.1K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 0.18% |
$2.71K - $3.07K
|
15.3K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 0.46% |
$2.62K - $2.96K
|
5.85K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25+ 1.14% |
$2.42K - $2.74K
|
2.23K
$245K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.56% |
$2.33K - $2.63K
|
4.29K
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22+ 0.47% |
$2.13K - $2.41K
|
4.75K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.27% |
$1.94K - $2.19K
|
7.34K
$806K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.94K - $2.19K
|
7.55K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.65K - $1.86K
|
3.52K
$387K
|