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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
224+ 28.0% |
$24.5K - $26.7K
|
1.02K
$122K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.73K+ 3.32% |
$628K - $683K
|
179K
$21.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
398+ 20.28% |
$43.6K - $47.4K
|
2.36K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.06% |
$328 - $357
|
5.43K
$645K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 10.0% |
$109 - $119
|
11
$1.31K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-545- 1.93% |
$59.7K - $64.9K
|
27.6K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-541- 7.03% |
$59.2K - $64.4K
|
7.16K
$851K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 0.15% |
$985 - $1.07K
|
6.13K
$728K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.44% |
$109 - $119
|
226
$26.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-500- 8.14% |
$54.7K - $59.5K
|
5.64K
$671K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.58K+ 38.23% |
$173K - $189K
|
5.73K
$681K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
453+ 12.88% |
$49.6K - $53.9K
|
3.97K
$472K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-130- 3.49% |
$14.2K - $15.5K
|
3.59K
$427K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
39+ 0.21% |
$4.27K - $4.64K
|
18.4K
$2.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 4.58% |
$16.4K - $17.9K
|
3.13K
$371K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.07K- 7.96% |
$227K - $247K
|
24K
$2.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-27- 0.7% |
$2.96K - $3.21K
|
3.85K
$458K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.1% |
$219 - $238
|
1.98K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
215+ 1.84% |
$23.5K - $25.6K
|
11.9K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-213- 15.02% |
$23.3K - $25.4K
|
1.21K
$143K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
865+ 1.45% |
$94.7K - $103K
|
60.6K
$7.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.74K- 25.05% |
$410K - $446K
|
11.2K
$1.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Gpwm LLC
|
SELL
|
- |
-733- 2.94% |
$80.2K - $87.3K
|
24.2K
$2.88M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.11K- 3.44% |
$231K - $251K
|
59.3K
$7.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-219- 7.22% |
$24K - $26.1K
|
2.81K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
742+ 13.16% |
$81.2K - $88.3K
|
6.38K
$758K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$109 - $119
|
2.85K
$338K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.75KNew |
$191K - $208K
|
1.75K
$208K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
59+ 8.39% |
$6.46K - $7.02K
|
762
$90.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 15.34% |
$1.18M - $1.29M
|
81.2K
$9.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2+ 0.03% |
$219 - $238
|
5.88K
$699K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-76- 0.06% |
$8.32K - $9.05K
|
128K
$15.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
5.44K+ 1.1% |
$596K - $648K
|
501K
$59.5M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-476- 1.18% |
$52.1K - $56.7K
|
39.8K
$4.73M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 3.54% |
$1.31M - $1.65M
|
442K
$52.5M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.08K- 52.1% |
$94K - $119K
|
994
$118K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
3.11KNew |
$270K - $341K
|
3.11K
$369K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.39KNew |
$121K - $152K
|
1.39K
$165K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$86.9 - $110
|
17.7K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 68.1% |
$882K - $1.11M
|
4.75K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.59KNew |
$225K - $284K
|
2.59K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.46K+ 8.6% |
$127K - $160K
|
18.4K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.02% |
$261 - $329
|
12.4K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 1.12% |
$435 - $548
|
440
$52.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-207- 3.82% |
$18K - $22.7K
|
5.22K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.2KNew |
$278K - $351K
|
3.2K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-48- 5.21% |
$4.17K - $5.26K
|
873
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
920+ 18.47% |
$80K - $101K
|
5.9K
$701K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.7K+ 89.19% |
$148K - $186K
|
3.61K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
303New |
$26.3K - $33.2K
|
303
$36K
|
|