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 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-403- 25.57% |
$35K - $44.2K
|
1.17K
$139K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
215New |
$18.7K - $23.6K
|
215
$25.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.59K- 99.96% |
$225K - $284K
|
1
$119
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.54% |
$2K - $2.52K
|
4.28K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 52.5% |
$18.3K - $23K
|
190
$22.6K
|
|
|
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
|
Sage Mountain Advisors LLC
|
BUY
|
- |
74New |
$6.43K - $8.11K
|
74
$8.79K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-30- 4.39% |
$2.61K - $3.29K
|
653
$77.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.9% |
$8.52K - $10.7K
|
482
$57.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
32KNew |
$2.78M - $3.51M
|
32K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.5K- 62.07% |
$391K - $493K
|
2.75K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-28- 0.31% |
$2.43K - $3.07K
|
8.95K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.57K- 12.18% |
$223K - $282K
|
18.5K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.18KNew |
$189K - $239K
|
2.18K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.04K- 95.39% |
$264K - $333K
|
147
$17.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.13K- 2.29% |
$98.3K - $124K
|
48.2K
$5.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.34KNew |
$204K - $257K
|
2.34K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.48KNew |
$215K - $272K
|
2.48K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.31% |
$956 - $1.21K
|
3.54K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
148+ 6.18% |
$12.9K - $16.2K
|
2.54K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.88KNew |
$251K - $316K
|
2.88K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14New |
$1.22K - $1.53K
|
14
$1.66K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
245+ 7.46% |
$21.3K - $26.9K
|
3.53K
$420K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-143K- 93.13% |
$12.5M - $15.7M
|
10.6K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.21K- 73.88% |
$105K - $132K
|
426
$50.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
6.48KNew |
$563K - $711K
|
6.48K
$770K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
14+ 0.67% |
$1.22K - $1.53K
|
2.1K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198New |
$17.2K - $21.7K
|
198
$23.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$86.9 - $110
|
42
$4.99K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-576- 35.84% |
$50.1K - $63.2K
|
1.03K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.96KNew |
$170K - $215K
|
1.96K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.66% |
$1.39K - $1.75K
|
2.42K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-74- 3.57% |
$6.43K - $8.11K
|
2K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-33- 11.83% |
$2.87K - $3.62K
|
246
$29.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.33% |
$174 - $219
|
617
$73.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$174 - $219
|
4.23K
$502K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$284K - $359K
|
3.27K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
560+ 125.28% |
$48.7K - $61.4K
|
1.01K
$120K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.23% |
$435 - $548
|
2.17K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
120+ 428.57% |
$10.4K - $13.2K
|
148
$17.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 1.45% |
$695 - $877
|
560
$66.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$86.9 - $110
|
247
$29.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-17.8K- 48.53% |
$1.55M - $1.95M
|
18.9K
$2.25M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.67% |
$96.9 - $110
|
151
$17.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
367New |
$35.6K - $40.2K
|
367
$43.6K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.87KNew |
$472K - $533K
|
4.87K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.66KNew |
$258K - $292K
|
2.66K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.95KNew |
$770K - $870K
|
7.95K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.8K- 69.09% |
$1.53M - $1.73M
|
7.08K
$842K
|
|