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 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.42K- 37.24% |
$138K - $156K
|
2.39K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.38K- 1.52% |
$134K - $151K
|
89K
$9.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.38K- 2.51% |
$133K - $151K
|
53.5K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.37K- 24.4% |
$133K - $150K
|
4.24K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 6.57% |
$116K - $131K
|
17K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.18K- 18.02% |
$114K - $129K
|
5.37K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 1.93% |
$113K - $128K
|
59.4K
$6.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.17K- 13.61% |
$113K - $128K
|
7.4K
$772K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-1.17K- 7.7% |
$113K - $128K
|
14K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.15K- 2.45% |
$111K - $125K
|
45.6K
$4.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.01KClosed |
$98.3K - $111K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1K- 8.13% |
$97K - $110K
|
11.3K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-995- 18.01% |
$96.4K - $109K
|
4.53K
$472K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-967- 19.15% |
$93.7K - $106K
|
4.08K
$426K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-915- 1.86% |
$88.7K - $100K
|
48.2K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-914- 1.02% |
$88.6K - $100K
|
89.1K
$9.29M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-908- 2.98% |
$88K - $99.4K
|
29.6K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-833- 8.3% |
$80.7K - $91.2K
|
9.2K
$959K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-815- 18.65% |
$79K - $89.3K
|
3.55K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-769- 7.76% |
$74.5K - $84.2K
|
9.14K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-708- 39.95% |
$68.6K - $77.5K
|
1.06K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-706- 3.42% |
$68.4K - $77.3K
|
19.9K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-703- 23.56% |
$68.1K - $77K
|
2.28K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-681- 8.38% |
$66K - $74.6K
|
7.44K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-643- 0.72% |
$62.3K - $70.4K
|
88.1K
$9.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-638- 4.02% |
$61.8K - $69.9K
|
15.2K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-592- 2.66% |
$57.4K - $64.8K
|
21.7K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-584- 8.52% |
$56.6K - $64K
|
6.27K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-579- 17.93% |
$56.1K - $63.4K
|
2.65K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-574- 29.73% |
$55.6K - $62.9K
|
1.36K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-571- 4.71% |
$55.3K - $62.5K
|
11.5K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-561- 9.03% |
$54.4K - $61.4K
|
5.65K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-536- 5.35% |
$52K - $58.7K
|
9.48K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-493- 1.09% |
$47.8K - $54K
|
44.8K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-473- 14.04% |
$45.8K - $51.8K
|
2.9K
$302K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-473- 0.71% |
$45.8K - $51.8K
|
65.8K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-467- 1.84% |
$45.3K - $51.1K
|
24.9K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-457- 1.02% |
$44.3K - $50K
|
44.5K
$4.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-440- 3.58% |
$42.6K - $48.2K
|
11.9K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-431- 4.08% |
$41.8K - $47.2K
|
10.1K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-428- 9.85% |
$41.5K - $46.9K
|
3.92K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-403- 15.51% |
$39.1K - $44.1K
|
2.2K
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-386- 1.91% |
$37.4K - $42.3K
|
19.8K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-377- 4.03% |
$36.5K - $41.3K
|
8.97K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-326- 6.96% |
$31.6K - $35.7K
|
4.36K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-324- 0.86% |
$31.4K - $35.5K
|
37.5K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-310- 12.08% |
$30K - $33.9K
|
2.26K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-300- 7.23% |
$29.1K - $32.9K
|
3.85K
$401K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-298- 32.64% |
$28.9K - $32.6K
|
615
$64.1K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-254- 9.61% |
$24.6K - $27.8K
|
2.39K
$249K
|