Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-314K- 45.29% |
$30.4M - $34.4M
|
379K
$38.8M
|
|
May 12, 2025
Q1 2025
|
Visa Foundation
|
SELL
|
- |
-270K- 16.6% |
$26.2M - $29.6M
|
1.36M
$139M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-250K- 98.54% |
$24.3M - $27.4M
|
3.71K
$379K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148K- 66.13% |
$14.3M - $16.2M
|
75.5K
$7.73M
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-75.9K- 16.89% |
$7.36M - $8.31M
|
373K
$38.2M
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-67K- 32.7% |
$6.49M - $7.33M
|
138K
$14.1M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.7K- 15.07% |
$3.36M - $3.8M
|
196K
$20M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.2K- 10.23% |
$3.03M - $3.42M
|
274K
$28M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-28.5K- 7.57% |
$2.76M - $3.12M
|
348K
$35.6M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.8K- 8.46% |
$2.21M - $2.5M
|
247K
$25.3M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.9K- 89.75% |
$2.12M - $2.4M
|
2.5K
$256K
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.9K- 43.09% |
$2.12M - $2.39M
|
28.9K
$2.95M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 77.12% |
$2.09M - $2.36M
|
6.41K
$655K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.8K- 69.09% |
$1.53M - $1.73M
|
7.08K
$724K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.9K- 60.31% |
$1.15M - $1.3M
|
7.84K
$802K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 43.49% |
$1.15M - $1.3M
|
15.4K
$1.58M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.3K- 31.39% |
$1.1M - $1.24M
|
24.7K
$2.53M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.58K- 4.68% |
$928K - $1.05M
|
195K
$19.9M
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.97K- 13.78% |
$869K - $982K
|
56.1K
$5.74M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.16K- 5.73% |
$791K - $893K
|
134K
$13.7M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7.5K- 36.6% |
$727K - $821K
|
13K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.4K- 1.88% |
$717K - $810K
|
385K
$39.4M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-7.22K- 99.94% |
$700K - $791K
|
4
$409
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.18K- 2.51% |
$696K - $786K
|
278K
$28.5M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-6.99K- 28.31% |
$677K - $765K
|
17.7K
$1.81M
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-6.54K- 25.42% |
$634K - $716K
|
19.2K
$1.96M
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-6.47K- 19.31% |
$627K - $709K
|
27K
$2.76M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-4.83K- 3.45% |
$468K - $529K
|
135K
$13.8M
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.78K- 6.47% |
$464K - $524K
|
69.1K
$7.07M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.45K- 4.17% |
$432K - $488K
|
102K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-4.11K- 20.25% |
$398K - $450K
|
16.2K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.1K- 43.07% |
$398K - $449K
|
5.42K
$555K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95KClosed |
$383K - $433K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3.76K- 5.77% |
$364K - $412K
|
61.4K
$6.28M
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-3.67K- 0.65% |
$356K - $402K
|
559K
$57.2M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.65K- 1.77% |
$354K - $400K
|
203K
$20.7M
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.05K- 15.01% |
$296K - $334K
|
17.3K
$1.77M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.03K- 12.55% |
$294K - $332K
|
21.1K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3K- 17.54% |
$290K - $328K
|
14.1K
$1.44M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.87K- 11.76% |
$278K - $314K
|
21.5K
$2.2M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.46K- 31.15% |
$238K - $269K
|
5.43K
$556K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.37K- 9.2% |
$230K - $260K
|
23.4K
$2.4M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.1K- 2.49% |
$203K - $230K
|
82.1K
$8.4M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.99K- 1.08% |
$193K - $218K
|
182K
$18.6M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 18.43% |
$165K - $186K
|
7.53K
$770K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 16.6% |
$163K - $184K
|
8.46K
$865K
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.6K- 21.71% |
$155K - $175K
|
5.76K
$589K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.52K- 26.31% |
$147K - $166K
|
4.26K
$435K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.51K- 4.04% |
$146K - $165K
|
35.9K
$3.67M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 23.48% |
$144K - $163K
|
4.85K
$496K
|