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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
870+ 66.92% |
$62.6K - $74.3K
|
2.17K
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
297+ 0.82% |
$21.4K - $25.4K
|
36.7K
$3.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
199New |
$14.3K - $17K
|
199
$21.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
168New |
$12.1K - $14.3K
|
168
$17.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 2.13% |
$8.63K - $10.2K
|
5.75K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
71New |
$5.11K - $6.06K
|
71
$7.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$4.46K - $5.3K
|
62
$6.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
11+ 0.38% |
$791 - $940
|
2.94K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.81% |
$432 - $512
|
750
$79.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
103KNew |
$7.72M - $8.39M
|
103K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48K+ 1077.56% |
$3.58M - $3.89M
|
52.4K
$5.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.72KNew |
$651K - $707K
|
8.72K
$926K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.28KNew |
$543K - $590K
|
7.28K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.03KNew |
$226K - $246K
|
3.03K
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
3.03KNew |
$226K - $245K
|
3.03K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.3K+ 20.12% |
$96.7K - $105K
|
7.73K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
780+ 4.87% |
$58.2K - $63.3K
|
16.8K
$1.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$7.47K - $8.11K
|
100
$10.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 3.65% |
$6.35K - $6.89K
|
2.42K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
60New |
$4.48K - $4.87K
|
60
$6.37K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$2.24K - $2.43K
|
30
$3.18K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
30+ 1.09% |
$2.24K - $2.43K
|
2.78K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$1.27K - $1.38K
|
17
$1.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.28% |
$597 - $649
|
2.87K
$305K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
19.2KNew |
$1.35M - $1.5M
|
19.2K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
17.1KNew |
$1.21M - $1.34M
|
17.1K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.4KNew |
$591K - $658K
|
8.4K
$891K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.59KNew |
$252K - $281K
|
3.59K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.71KNew |
$191K - $212K
|
2.71K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.63KNew |
$115K - $127K
|
1.63K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
921New |
$64.8K - $72.2K
|
921
$97.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
626+ 21.13% |
$44.1K - $49K
|
3.59K
$381K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450New |
$31.7K - $35.3K
|
450
$47.8K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
206+ 2.2% |
$14.5K - $16.1K
|
9.55K
$1.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
55+ 8.38% |
$3.87K - $4.31K
|
711
$75.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$1.76K - $1.96K
|
25
$2.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.03% |
$493 - $548
|
25.4K
$2.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.07% |
$211 - $235
|
4.2K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3New |
$211 - $235
|
3
$318
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.8KNew |
$1.62M - $1.82M
|
24.8K
$2.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.78KNew |
$312K - $351K
|
4.78K
$507K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.18KNew |
$273K - $307K
|
4.18K
$444K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.03KNew |
$198K - $223K
|
3.03K
$321K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.92KNew |
$191K - $215K
|
2.92K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.91KNew |
$190K - $214K
|
2.91K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$185K - $208K
|
2.83K
$300K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
2.8KNew |
$183K - $206K
|
2.8K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.5K+ 16.11% |
$163K - $184K
|
18K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
394New |
$25.7K - $29K
|
394
$41.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
354New |
$23.1K - $26K
|
354
$37.6K
|
|