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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.7K+ 89.19% |
$148K - $186K
|
3.61K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 8.25% |
$695 - $877
|
105
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
120+ 2.8% |
$10.4K - $13.2K
|
4.41K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.83KNew |
$159K - $201K
|
1.83K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.82% |
$1.56K - $1.97K
|
2.18K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-553- 19.56% |
$48.1K - $60.6K
|
2.27K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$9.3K - $11.7K
|
107
$12.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-23- 0.05% |
$2K - $2.52K
|
45.6K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.47K- 67.17% |
$128K - $161K
|
718
$85.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$261 - $329
|
3
$357
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-120- 3.13% |
$10.4K - $13.2K
|
3.71K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
303New |
$26.3K - $33.2K
|
303
$36K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 2.81% |
$18.9K - $23.8K
|
7.51K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-354- 33.27% |
$30.8K - $38.8K
|
710
$84.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-4.55K- 16.38% |
$396K - $499K
|
23.2K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-86- 0.98% |
$7.48K - $9.43K
|
8.71K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
559+ 7.49% |
$48.6K - $61.3K
|
8.02K
$954K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.6% |
$261 - $329
|
503
$59.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.94KNew |
$603K - $761K
|
6.94K
$824K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29- 0.74% |
$2.52K - $3.18K
|
3.88K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.13% |
$782 - $987
|
6.95K
$826K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
146New |
$12.7K - $16K
|
146
$17.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-52- 1.24% |
$4.52K - $5.7K
|
4.14K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
256+ 6400.0% |
$22.3K - $28.1K
|
260
$30.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48- 0.96% |
$4.17K - $5.26K
|
4.95K
$588K
|
|
|
Aug 08, 2025
Q2 2025
|
Visa Foundation
|
SELL
|
- |
-184K- 13.53% |
$16M - $20.1M
|
1.17M
$139M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
24.7KNew |
$2.15M - $2.71M
|
24.7K
$2.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
49New |
$4.26K - $5.37K
|
49
$5.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.83KNew |
$680K - $858K
|
7.83K
$930K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
90+ 3.82% |
$7.82K - $9.87K
|
2.45K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.88KNew |
$163K - $206K
|
1.88K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-120- 4.1% |
$10.4K - $13.2K
|
2.81K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17+ 4.2% |
$1.48K - $1.86K
|
422
$50.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.7KNew |
$409K - $515K
|
4.7K
$559K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.54% |
$2K - $2.52K
|
4.28K
$509K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.59K- 99.96% |
$225K - $284K
|
1
$119
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
215New |
$18.7K - $23.6K
|
215
$25.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-403- 25.57% |
$35K - $44.2K
|
1.17K
$139K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
74New |
$6.43K - $8.11K
|
74
$8.79K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
6.79K+ 169825.0% |
$591K - $745K
|
6.8K
$808K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 52.5% |
$18.3K - $23K
|
190
$22.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-30- 4.39% |
$2.61K - $3.29K
|
653
$77.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.5K- 62.07% |
$391K - $493K
|
2.75K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
32KNew |
$2.78M - $3.51M
|
32K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.9% |
$8.52K - $10.7K
|
482
$57.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.57K- 12.18% |
$223K - $282K
|
18.5K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-28- 0.31% |
$2.43K - $3.07K
|
8.95K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.48KNew |
$215K - $272K
|
2.48K
$295K
|
|