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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$91.4 - $102
|
516
$55.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$91.4 - $102
|
245
$26.3K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24.1KNew |
$2.1M - $2.34M
|
24.1K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.18KNew |
$801K - $893K
|
9.18K
$984K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.6KNew |
$750K - $837K
|
8.6K
$922K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.65K+ 9.09% |
$580K - $648K
|
79.8K
$8.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.67KNew |
$320K - $357K
|
3.67K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.25KNew |
$283K - $316K
|
3.25K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
3.1KNew |
$270K - $302K
|
3.1K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.52KNew |
$219K - $245K
|
2.52K
$270K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.41K+ 4.82% |
$210K - $235K
|
52.4K
$5.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.23KNew |
$194K - $217K
|
2.23K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.39KNew |
$121K - $135K
|
1.39K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.14KNew |
$99.6K - $111K
|
1.14K
$122K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
817New |
$71.3K - $79.6K
|
817
$87.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
683+ 5.19% |
$59.6K - $66.5K
|
13.8K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
497+ 14.25% |
$43.4K - $48.4K
|
3.98K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
430+ 15.44% |
$37.5K - $41.9K
|
3.22K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
400New |
$34.9K - $38.9K
|
400
$42.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
265New |
$23.1K - $25.8K
|
265
$28.4K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
219New |
$19.1K - $21.3K
|
219
$23.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
185+ 1.21% |
$16.1K - $18K
|
15.5K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
177+ 4.75% |
$15.4K - $17.2K
|
3.9K
$418K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
169+ 112.67% |
$14.7K - $16.5K
|
319
$34.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
168+ 16.54% |
$14.7K - $16.4K
|
1.18K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
106+ 4.64% |
$9.25K - $10.3K
|
2.39K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
105New |
$9.16K - $10.2K
|
105
$11.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
90+ 0.56% |
$7.85K - $8.76K
|
16.2K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
80+ 3.42% |
$6.98K - $7.79K
|
2.42K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
41New |
$3.58K - $3.99K
|
41
$4.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
40+ 4.61% |
$3.49K - $3.89K
|
908
$97.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28+ 0.85% |
$2.44K - $2.73K
|
3.33K
$357K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
28New |
$2.44K - $2.73K
|
28
$3K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23New |
$2.01K - $2.24K
|
23
$2.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 1.9% |
$1.31K - $1.46K
|
806
$86.4K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 5.38% |
$1.31K - $1.46K
|
294
$31.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.07% |
$523 - $584
|
8.01K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.12% |
$87.2 - $97.4
|
806
$86.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$87.2 - $97.4
|
2.97K
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.44% |
$87.2 - $97.4
|
229
$24.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.18% |
$87.2 - $97.4
|
543
$58.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.34% |
$87.2 - $97.4
|
297
$31.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$87.2 - $97.4
|
223
$23.9K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
199KNew |
$16.6M - $18.6M
|
199K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$3.42M - $3.83M
|
41.1K
$4.41M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
24.4KNew |
$2.03M - $2.27M
|
24.4K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.3KNew |
$1.85M - $2.08M
|
22.3K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
11.9K+ 76.97% |
$986K - $1.11M
|
27.3K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7KNew |
$970K - $1.09M
|
11.7K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.11KNew |
$674K - $755K
|
8.11K
$869K
|
|