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 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
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-143K- 93.13% |
$12.5M - $15.7M
|
10.6K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
245+ 7.46% |
$21.3K - $26.9K
|
3.53K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
14+ 0.67% |
$1.22K - $1.53K
|
2.1K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
$86.9 - $110
|
29
$3.45K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
6.48KNew |
$563K - $711K
|
6.48K
$770K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.21K- 73.88% |
$105K - $132K
|
426
$50.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$86.9 - $110
|
42
$4.99K
|
|
|
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
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$174 - $219
|
27.6K
$3.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.99KNew |
$173K - $218K
|
1.99K
$236K
|
|
|
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
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-33- 11.83% |
$2.87K - $3.62K
|
246
$29.2K
|
|
|
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
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.66% |
$1.39K - $1.75K
|
2.42K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$284K - $359K
|
3.27K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$174 - $219
|
4.23K
$502K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.33% |
$174 - $219
|
617
$73.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
120+ 428.57% |
$10.4K - $13.2K
|
148
$17.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.23% |
$435 - $548
|
2.17K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
560+ 125.28% |
$48.7K - $61.4K
|
1.01K
$120K
|
|
|
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
|
Webster Bank, N. A.
|
SELL
|
- |
-17.8K- 48.53% |
$1.55M - $1.95M
|
18.9K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$86.9 - $110
|
247
$29.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.1K+ 54.78% |
$269K - $340K
|
8.75K
$1.04M
|
|
| 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
|
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
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.26K+ 15.17% |
$122K - $138K
|
9.56K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-140- 0.36% |
$13.6K - $15.3K
|
39.2K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$288K - $326K
|
2.97K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.87KNew |
$472K - $533K
|
4.87K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.15M - $2.42M
|
22.1K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
81.6K+ 22.73% |
$7.91M - $8.93M
|
440K
$52.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
2.8KNew |
$271K - $307K
|
2.8K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-457- 1.02% |
$44.3K - $50K
|
44.5K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$235K - $265K
|
2.42K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3K+ 3060.2% |
$291K - $328K
|
3.1K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3K- 17.54% |
$290K - $328K
|
14.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
144New |
$14K - $15.8K
|
144
$17.1K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
129+ 4.73% |
$12.5K - $14.1K
|
2.85K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.34KNew |
$130K - $147K
|
1.34K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$129K - $146K
|
1.33K
$158K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-57- 3.93% |
$5.53K - $6.24K
|
1.39K
$165K
|
|