Latest Institutional Transactions on Vanguard World Fd Esg U.S. Sto (ESGV)
This table provides information on the latest institutional transactions involving Vanguard World Fd Esg U.S. Sto (ESGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
77.8K+ 5.2% |
$9.03M - $9.53M
|
1.58M
$187M
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
SELL
|
- |
-817- 86.73% |
$94.8K - $100K
|
125
$14.9K
|
|
|
Jan 30, 2026
Q4 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
2.2KNew |
$256K - $270K
|
2.2K
$262K
|
|
|
Jan 30, 2026
Q4 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.18K- 4.85% |
$485K - $512K
|
82.1K
$9.76M
|
|
|
Jan 30, 2026
Q4 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.57K+ 13.99% |
$183K - $193K
|
12.8K
$1.52M
|
|
|
Jan 30, 2026
Q4 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.21KNew |
$140K - $148K
|
1.21K
$143K
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 16.93% |
$3.71K - $3.92K
|
221
$26.3K
|
|
|
Jan 30, 2026
Q4 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.66K+ 12.78% |
$541K - $571K
|
41.1K
$4.89M
|
|
|
Jan 30, 2026
Q4 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.5K+ 20.14% |
$174K - $183K
|
8.94K
$1.06M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 28.09% |
$1.2M - $1.26M
|
47K
$5.59M
|
|
|
Jan 30, 2026
Q4 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 3.21% |
$2.09K - $2.2K
|
578
$68.7K
|
|
|
Jan 30, 2026
Q4 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.15% |
$116 - $122
|
685
$81.4K
|
|
|
Jan 30, 2026
Q4 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-41- 2.06% |
$4.76K - $5.02K
|
1.95K
$232K
|
|
|
Jan 30, 2026
Q4 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.12% |
$1.16K - $1.22K
|
8.15K
$969K
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-29.8K- 66.53% |
$3.45M - $3.64M
|
15K
$1.78M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-337- 15.81% |
$39.1K - $41.2K
|
1.79K
$213K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
126K+ 3.63% |
$14.6M - $15.4M
|
3.61M
$429M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
383+ 8.72% |
$44.4K - $46.9K
|
4.77K
$567K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
15.4K+ 4.31% |
$1.79M - $1.89M
|
373K
$44.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.81KNew |
$210K - $221K
|
1.81K
$215K
|
|
|
Jan 29, 2026
Q4 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.89K+ 14.67% |
$1.03M - $1.09M
|
69.5K
$8.26M
|
|
|
Jan 29, 2026
Q4 2025
|
Brickley Wealth Management
|
SELL
|
- |
-636- 5.53% |
$73.8K - $77.8K
|
10.9K
$1.29M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
4.68K+ 1.79% |
$543K - $573K
|
266K
$31.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 9.33% |
$169K - $178K
|
14.1K
$1.68M
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
924+ 24.77% |
$107K - $113K
|
4.66K
$553K
|
|
|
Jan 29, 2026
Q4 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1K+ 4.64% |
$243K - $256K
|
47.2K
$5.61M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$348 - $367
|
3.67K
$436K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.24K- 2.51% |
$144K - $152K
|
48.2K
$5.73M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-1.7K- 47.14% |
$197K - $208K
|
1.91K
$227K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.38K+ 81.69% |
$276K - $291K
|
5.29K
$629K
|
|
|
Jan 29, 2026
Q4 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-1.45K- 0.97% |
$168K - $177K
|
148K
$17.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
10+ 0.25% |
$1.16K - $1.22K
|
3.94K
$469K
|
|
|
Jan 28, 2026
Q4 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-7.37K- 19.51% |
$854K - $902K
|
30.4K
$3.61M
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85+ 4.4% |
$9.86K - $10.4K
|
2.02K
$240K
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-102- 2.18% |
$11.8K - $12.5K
|
4.59K
$545K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-6.44K- 4.05% |
$747K - $788K
|
153K
$18.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.68KNew |
$195K - $205K
|
1.68K
$199K
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
52+ 1.09% |
$6.03K - $6.36K
|
4.84K
$575K
|
|
|
Jan 28, 2026
Q4 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35+ 0.24% |
$4.06K - $4.28K
|
14.5K
$1.73M
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.42% |
$232 - $245
|
477
$56.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
4.4KNew |
$510K - $539K
|
4.4K
$523K
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.96K+ 198.4% |
$460K - $485K
|
5.96K
$709K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.07% |
$348 - $367
|
4.58K
$544K
|
|
|
Jan 28, 2026
Q4 2025
|
Libra Wealth LLC
|
SELL
|
- |
-3.43K- 6.06% |
$398K - $420K
|
53.1K
$6.31M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.82K+ 166.06% |
$211K - $222K
|
2.91K
$346K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.16% |
$928 - $979
|
5.13K
$609K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20New |
$2.32K - $2.45K
|
20
$2.38K
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
2.45KNew |
$285K - $300K
|
2.45K
$292K
|
|
|
Jan 28, 2026
Q4 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.37K+ 27.69% |
$159K - $168K
|
6.34K
$753K
|
|
|
Jan 28, 2026
Q4 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
165+ 6.26% |
$19.1K - $20.2K
|
2.8K
$333K
|
|