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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-750- 9.74% |
$65.4K - $73K
|
6.95K
$749K
|
|
| Q1 2024 | |||||||
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-758- 25.63% |
$63K - $70.6K
|
2.2K
$237K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
237New |
$19.7K - $22.1K
|
237
$25.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 1.98% |
$7.9K - $8.85K
|
4.72K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$3.42M - $3.83M
|
41.1K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2New |
$166 - $186
|
2
$216
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
83New |
$6.9K - $7.73K
|
83
$8.95K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
194+ 3.47% |
$16.1K - $18.1K
|
5.78K
$624K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.56KNew |
$213K - $238K
|
2.56K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7KNew |
$970K - $1.09M
|
11.7K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.25% |
$1.16K - $1.3K
|
5.72K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
512New |
$42.6K - $47.7K
|
512
$55.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
266New |
$22.1K - $24.8K
|
266
$28.7K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.6K- 20.52% |
$466K - $522K
|
21.7K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.96KNew |
$579K - $649K
|
6.96K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
28+ 1.18% |
$2.33K - $2.61K
|
2.41K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
398+ 0.8% |
$33.1K - $37.1K
|
50.3K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.04% |
$499 - $559
|
15.1K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.59KNew |
$215K - $241K
|
2.59K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-869- 48.09% |
$72.2K - $81K
|
938
$101K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1- 0.46% |
$83.1 - $93.2
|
215
$23.2K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.72KNew |
$226K - $253K
|
2.72K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.68K- 5.17% |
$139K - $156K
|
30.7K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-886- 6.18% |
$73.7K - $82.6K
|
13.5K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-739- 88.72% |
$61.4K - $68.9K
|
94
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
60+ 0.12% |
$4.99K - $5.59K
|
50.5K
$5.45M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.24% |
$166 - $186
|
829
$89.4K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$191K - $214K
|
2.3K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-76- 1.92% |
$6.32K - $7.08K
|
3.88K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-790- 9.07% |
$65.7K - $73.6K
|
7.92K
$854K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
11.9K+ 76.97% |
$986K - $1.11M
|
27.3K
$2.94M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.33KNew |
$193K - $217K
|
2.33K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-34- 89.47% |
$2.83K - $3.17K
|
4
$431
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
24.4KNew |
$2.03M - $2.27M
|
24.4K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.3KNew |
$1.85M - $2.08M
|
22.3K
$2.41M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
113New |
$9.39K - $10.5K
|
113
$12.2K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
117+ 1.52% |
$9.73K - $10.9K
|
7.83K
$844K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.01K- 18.42% |
$84.1K - $94.3K
|
4.48K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-680- 50.0% |
$56.5K - $63.4K
|
680
$73.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
582+ 4.31% |
$48.4K - $54.2K
|
14.1K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
95+ 2.92% |
$7.9K - $8.85K
|
3.35K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.11KNew |
$674K - $755K
|
8.11K
$874K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-551- 10.73% |
$45.8K - $51.3K
|
4.59K
$494K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
7K+ 77.78% |
$582K - $652K
|
16K
$1.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.13% |
$1.33K - $1.49K
|
12.1K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-94- 7.21% |
$7.82K - $8.76K
|
1.21K
$130K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$582 - $652
|
3.06K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
6.48KNew |
$539K - $604K
|
6.48K
$699K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 24.68% |
$4.74K - $5.31K
|
288
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
517+ 30.04% |
$43K - $48.2K
|
2.24K
$241K
|
|