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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.25KNew |
$206K - $229K
|
2.25K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.24K+ 22.32% |
$204K - $227K
|
12.3K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.06KNew |
$188K - $210K
|
2.06K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.04KNew |
$187K - $208K
|
2.04K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.02KNew |
$184K - $205K
|
2.02K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97KNew |
$180K - $200K
|
1.97K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 14.46% |
$145K - $161K
|
12.5K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.58K+ 475.83% |
$144K - $160K
|
1.91K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.52KNew |
$139K - $155K
|
1.52K
$166K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$119K - $132K
|
1.3K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
973+ 22.84% |
$88.9K - $98.9K
|
5.23K
$572K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
886+ 17.16% |
$81K - $90.1K
|
6.05K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
741+ 12.47% |
$67.7K - $75.3K
|
6.68K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
700New |
$64K - $71.2K
|
700
$76.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
571+ 8.12% |
$52.2K - $58K
|
7.6K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
459New |
$41.9K - $46.7K
|
459
$50.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
434+ 638.24% |
$39.7K - $44.1K
|
502
$54.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
425+ 63.91% |
$38.8K - $43.2K
|
1.09K
$119K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
397+ 2.37% |
$36.3K - $40.4K
|
17.2K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
335+ 5.92% |
$30.6K - $34.1K
|
6K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
291+ 10.14% |
$26.6K - $29.6K
|
3.16K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
250New |
$22.8K - $25.4K
|
250
$27.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
165+ 143.48% |
$15.1K - $16.8K
|
280
$30.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
140+ 0.6% |
$12.8K - $14.2K
|
23.6K
$2.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
113New |
$10.3K - $11.5K
|
113
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
110+ 102.8% |
$10.1K - $11.2K
|
217
$23.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
106+ 3.24% |
$9.69K - $10.8K
|
3.38K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
103+ 1.53% |
$9.41K - $10.5K
|
6.82K
$745K
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
102+ 2.02% |
$9.32K - $10.4K
|
5.15K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
90+ 0.77% |
$8.22K - $9.15K
|
11.7K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70New |
$6.4K - $7.12K
|
70
$7.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64New |
$5.85K - $6.51K
|
64
$6.99K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 6.29% |
$3.29K - $3.66K
|
608
$66.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.28% |
$2.19K - $2.44K
|
8.66K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
13+ 0.28% |
$1.19K - $1.32K
|
4.7K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$1.1K - $1.22K
|
12
$1.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.27% |
$1.01K - $1.12K
|
4.06K
$444K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.3% |
$822 - $915
|
2.98K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.27% |
$548 - $610
|
2.2K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$457 - $508
|
4.27K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3+ 0.01% |
$274 - $305
|
31.6K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$183 - $203
|
2.26K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$91.4 - $102
|
436
$47.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.28% |
$91.4 - $102
|
355
$38.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$91.4 - $102
|
1.26K
$138K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.18KNew |
$801K - $893K
|
9.18K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.65K+ 9.09% |
$580K - $648K
|
79.8K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.67KNew |
$320K - $357K
|
3.67K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.52KNew |
$219K - $245K
|
2.52K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.39KNew |
$121K - $135K
|
1.39K
$152K
|
|