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 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97KNew |
$180K - $200K
|
1.97K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.71K- 24.27% |
$887K - $987K
|
30.3K
$3.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$1.1K - $1.22K
|
12
$1.43K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
155K+ 67170.13% |
$14.2M - $15.8M
|
155K
$18.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
140+ 0.6% |
$12.8K - $14.2K
|
23.6K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 5.03% |
$996K - $1.11M
|
228K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.52KNew |
$139K - $155K
|
1.52K
$181K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 3.12% |
$733K - $815K
|
265K
$31.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$183 - $203
|
2.26K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.02KNew |
$184K - $205K
|
2.02K
$240K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
459New |
$41.9K - $46.7K
|
459
$54.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.06KNew |
$188K - $210K
|
2.06K
$245K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.18KNew |
$801K - $893K
|
9.18K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.67KNew |
$320K - $357K
|
3.67K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
265New |
$23.1K - $25.8K
|
265
$31.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
430+ 15.44% |
$37.5K - $41.9K
|
3.22K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 9.43% |
$18.1K - $20.3K
|
2K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.65K+ 9.09% |
$580K - $648K
|
79.8K
$9.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
105New |
$9.16K - $10.2K
|
105
$12.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28+ 0.85% |
$2.44K - $2.73K
|
3.33K
$396K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-252- 9.7% |
$22K - $24.5K
|
2.35K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 1.9% |
$1.31K - $1.46K
|
806
$95.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23New |
$2.01K - $2.24K
|
23
$2.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.52KNew |
$219K - $245K
|
2.52K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 41.65% |
$163K - $182K
|
2.62K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
168+ 16.54% |
$14.7K - $16.4K
|
1.18K
$141K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-300- 3.56% |
$26.2K - $29.2K
|
8.12K
$966K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.78K- 9.98% |
$330K - $368K
|
34.1K
$4.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-99- 2.82% |
$8.64K - $9.64K
|
3.42K
$406K
|
|
| Q1 2024 | |||||||
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-758- 25.63% |
$63K - $70.6K
|
2.2K
$261K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
237New |
$19.7K - $22.1K
|
237
$28.2K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 1.98% |
$7.9K - $8.85K
|
4.72K
$560K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.56KNew |
$213K - $238K
|
2.56K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
83New |
$6.9K - $7.73K
|
83
$9.86K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2New |
$166 - $186
|
2
$238
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.04% |
$499 - $559
|
15.1K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
398+ 0.8% |
$33.1K - $37.1K
|
50.3K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
266New |
$22.1K - $24.8K
|
266
$31.6K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
512New |
$42.6K - $47.7K
|
512
$60.9K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.72KNew |
$226K - $253K
|
2.72K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-869- 48.09% |
$72.2K - $81K
|
938
$111K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
60+ 0.12% |
$4.99K - $5.59K
|
50.5K
$6M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.24% |
$166 - $186
|
829
$98.5K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$191K - $214K
|
2.3K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.3KNew |
$1.85M - $2.08M
|
22.3K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.33KNew |
$193K - $217K
|
2.33K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
24.4KNew |
$2.03M - $2.27M
|
24.4K
$2.9M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
117+ 1.52% |
$9.73K - $10.9K
|
7.83K
$930K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
113New |
$9.39K - $10.5K
|
113
$13.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.01K- 18.42% |
$84.1K - $94.3K
|
4.48K
$533K
|
|