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 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.95KNew |
$196K - $213K
|
1.95K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.08K+ 5.79% |
$108K - $118K
|
19.8K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.42KNew |
$242K - $264K
|
2.42K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-482- 4.9% |
$48.3K - $52.6K
|
9.35K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$200 - $218
|
27.6K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.33K- 33.34% |
$133K - $145K
|
2.66K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.49KNew |
$249K - $271K
|
2.49K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 7.84% |
$2.5K - $2.73K
|
344
$37.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.26% |
$1.1K - $1.2K
|
4.23K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
515+ 14.39% |
$51.6K - $56.2K
|
4.09K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-198- 5.42% |
$19.8K - $21.6K
|
3.45K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$1K - $1.09K
|
10
$1.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-245- 4.6% |
$24.5K - $26.7K
|
5.08K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 5.52% |
$1.14M - $1.25M
|
218K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
267+ 12.5% |
$26.7K - $29.1K
|
2.4K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.53KNew |
$554K - $603K
|
5.53K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$20K - $21.8K
|
200
$21.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
325+ 2.01% |
$32.6K - $35.5K
|
16.5K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.29KNew |
$330K - $359K
|
3.29K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2+ 0.09% |
$200 - $218
|
2.23K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-36.9K- 20.11% |
$3.69M - $4.02M
|
146K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
162+ 2.93% |
$16.2K - $17.7K
|
5.68K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.81KNew |
$381K - $415K
|
3.81K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.38KNew |
$238K - $259K
|
2.38K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.56K+ 3.3% |
$457K - $498K
|
143K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-323- 12.12% |
$32.4K - $35.2K
|
2.34K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
143+ 3.1% |
$14.3K - $15.6K
|
4.75K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
394+ 16.19% |
$39.5K - $43K
|
2.83K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
103New |
$10.3K - $11.2K
|
103
$11.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.62K- 9.27% |
$162K - $177K
|
15.9K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 2.24% |
$8.52K - $9.27K
|
3.71K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
641+ 1.1% |
$64.2K - $69.9K
|
59.1K
$6.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.75K+ 14.48% |
$275K - $299K
|
21.7K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-260- 1.26% |
$26K - $28.4K
|
20.4K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.91K+ 85.34% |
$191K - $208K
|
4.15K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-808- 11.63% |
$80.9K - $88.2K
|
6.14K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$235K - $256K
|
2.35K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87+ 0.48% |
$8.72K - $9.49K
|
18.1K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
658+ 1.02% |
$65.9K - $71.8K
|
65.1K
$7.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.35K- 3.79% |
$236K - $257K
|
59.6K
$6.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-208- 0.38% |
$20.8K - $22.7K
|
54.9K
$5.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-363- 7.92% |
$36.4K - $39.6K
|
4.22K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-187- 3.01% |
$18.7K - $20.4K
|
6.04K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12K- 84.6% |
$1.2M - $1.31M
|
2.19K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.49K+ 5.66% |
$250K - $272K
|
46.6K
$5.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.08K+ 43.79% |
$108K - $117K
|
3.53K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
262+ 6.46% |
$26.2K - $28.6K
|
4.32K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 9.35% |
$4.61K - $5.02K
|
538
$58.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$100 - $109
|
224
$24.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-68- 2.09% |
$6.81K - $7.42K
|
3.18K
$346K
|