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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 41.65% |
$163K - $182K
|
2.62K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1K- 12.12% |
$87.2K - $97.4K
|
7.25K
$797K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-375- 4.78% |
$32.7K - $36.5K
|
7.47K
$820K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-300- 3.56% |
$26.2K - $29.2K
|
8.12K
$893K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-252- 9.7% |
$22K - $24.5K
|
2.35K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 9.43% |
$18.1K - $20.3K
|
2K
$219K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-163- 7.44% |
$14.2K - $15.9K
|
2.03K
$223K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-99- 2.82% |
$8.64K - $9.64K
|
3.42K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-82- 1.65% |
$7.15K - $7.98K
|
4.89K
$537K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.6K- 20.52% |
$466K - $522K
|
21.7K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.01K- 18.42% |
$84.1K - $94.3K
|
4.48K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-869- 48.09% |
$72.2K - $81K
|
938
$103K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-758- 25.63% |
$63K - $70.6K
|
2.2K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-739- 88.72% |
$61.4K - $68.9K
|
94
$10.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-680- 50.0% |
$56.5K - $63.4K
|
680
$74.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 1.98% |
$7.9K - $8.85K
|
4.72K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-94- 7.21% |
$7.82K - $8.76K
|
1.21K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-34- 89.47% |
$2.83K - $3.17K
|
4
$440
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.43K- 39.65% |
$247K - $293K
|
5.22K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.82K- 9.83% |
$203K - $241K
|
25.9K
$2.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.32K- 64.99% |
$167K - $198K
|
1.25K
$137K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.09K- 3.82% |
$78.2K - $92.8K
|
27.4K
$3.01M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-953- 22.06% |
$68.6K - $81.4K
|
3.37K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18- 0.14% |
$1.3K - $1.54K
|
12.9K
$1.42M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.89K- 4.53% |
$290K - $315K
|
81.8K
$8.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-117- 98.32% |
$8.73K - $9.49K
|
2
$220
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-6- 0.2% |
$448 - $487
|
3.01K
$330K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47.8K- 49.44% |
$3.37M - $3.75M
|
48.9K
$5.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23.2K- 3.33% |
$1.63M - $1.82M
|
673K
$74M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.52K- 15.61% |
$107K - $119K
|
8.2K
$901K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.04K- 4.85% |
$73.1K - $81.4K
|
20.4K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-617- 1.43% |
$43.4K - $48.3K
|
42.5K
$4.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-487- 6.46% |
$34.3K - $38.2K
|
7.05K
$774K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-264- 39.76% |
$18.6K - $20.7K
|
400
$44K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-225- 1.27% |
$15.8K - $17.6K
|
17.5K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-201- 3.52% |
$14.1K - $15.7K
|
5.51K
$605K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-170- 3.21% |
$12K - $13.3K
|
5.12K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 0.18% |
$7.04K - $7.83K
|
54.7K
$6.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-39- 0.54% |
$2.75K - $3.06K
|
7.24K
$796K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 1.38% |
$422 - $470
|
429
$47.1K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-64.7KClosed |
$4.22M - $4.76M
|
0
$0
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-11.2K- 29.46% |
$729K - $821K
|
26.7K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.93K- 32.31% |
$191K - $215K
|
6.13K
$673K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 21.51% |
$87.3K - $98.3K
|
4.88K
$536K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-89- 7.52% |
$5.81K - $6.55K
|
1.09K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37- 56.92% |
$2.41K - $2.72K
|
28
$3.08K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 7.0% |
$2.28K - $2.57K
|
465
$51.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-31- 5.07% |
$2.02K - $2.28K
|
580
$63.7K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-39.4K- 73.99% |
$2.46M - $2.79M
|
13.9K
$1.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-14.9K- 32.83% |
$929K - $1.05M
|
30.5K
$3.35M
|
|