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 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-57- 3.93% |
$5.53K - $6.24K
|
1.39K
$155K
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-55- 2.07% |
$5.33K - $6.02K
|
2.6K
$290K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 1.5% |
$5.23K - $5.91K
|
3.55K
$396K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-53- 0.93% |
$5.14K - $5.8K
|
5.63K
$628K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-52- 0.78% |
$5.04K - $5.69K
|
6.64K
$741K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-50- 1.0% |
$4.85K - $5.48K
|
4.97K
$554K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-47- 9.31% |
$4.56K - $5.15K
|
458
$51.1K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 8.55% |
$4.46K - $5.04K
|
492
$54.9K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38- 0.12% |
$3.68K - $4.16K
|
30.7K
$3.43M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-38- 0.9% |
$3.68K - $4.16K
|
4.2K
$468K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-34- 1.32% |
$3.3K - $3.72K
|
2.55K
$284K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 1.72% |
$2.23K - $2.52K
|
1.32K
$147K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-23- 0.18% |
$2.23K - $2.52K
|
13K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$1.45K - $1.64K
|
9.35K
$1.04M
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15- 0.47% |
$1.45K - $1.64K
|
3.19K
$356K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-15- 0.23% |
$1.45K - $1.64K
|
6.47K
$722K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7- 0.29% |
$679 - $767
|
2.43K
$271K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.08% |
$388 - $438
|
5.23K
$583K
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-4- 0.15% |
$388 - $438
|
2.74K
$306K
|
|
Q4 2024 | |||||||
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28.2K- 21.45% |
$2.82M - $3.07M
|
103K
$11.5M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12K- 84.6% |
$1.2M - $1.31M
|
2.19K
$244K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.81K- 15.83% |
$382K - $416K
|
20.3K
$2.26M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.62K- 18.88% |
$363K - $395K
|
15.6K
$1.74M
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.35K- 3.07% |
$136K - $148K
|
42.7K
$4.76M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.15K- 23.09% |
$115K - $125K
|
3.83K
$427K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-851- 1.38% |
$85.3K - $92.8K
|
60.8K
$6.78M
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-808- 11.63% |
$80.9K - $88.2K
|
6.14K
$685K
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-550- 16.18% |
$55.1K - $60K
|
2.85K
$318K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-469- 7.59% |
$47K - $51.2K
|
5.71K
$637K
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-394- 1.0% |
$39.5K - $43K
|
38.9K
$4.33M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-350- 9.66% |
$35.1K - $38.2K
|
3.28K
$365K
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-339- 4.91% |
$34K - $37K
|
6.57K
$733K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-323- 12.12% |
$32.4K - $35.2K
|
2.34K
$261K
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 10.53% |
$30.1K - $32.7K
|
2.55K
$284K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-279- 4.04% |
$28K - $30.4K
|
6.63K
$739K
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-277- 11.49% |
$27.7K - $30.2K
|
2.13K
$238K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-229- 6.12% |
$22.9K - $25K
|
3.51K
$392K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-193- 2.44% |
$19.3K - $21.1K
|
7.73K
$862K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-166- 32.36% |
$16.6K - $18.1K
|
347
$38.7K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 38.42% |
$7.81K - $8.51K
|
125
$13.9K
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-65- 0.82% |
$6.51K - $7.09K
|
7.85K
$875K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.71% |
$5.01K - $5.46K
|
6.95K
$775K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-43- 0.36% |
$4.31K - $4.69K
|
12K
$1.34M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-40- 1.59% |
$4.01K - $4.36K
|
2.48K
$277K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-31- 11.7% |
$3.11K - $3.38K
|
234
$26.1K
|
|
Q3 2024 | |||||||
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.71K- 24.27% |
$887K - $987K
|
30.3K
$3.38M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-933- 6.11% |
$85.2K - $94.8K
|
14.3K
$1.6M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-600- 18.29% |
$54.8K - $61K
|
2.68K
$299K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-309- 7.35% |
$28.2K - $31.4K
|
3.89K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-130- 26.97% |
$11.9K - $13.2K
|
352
$39.3K
|