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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
95New |
$5.93K - $6.72K
|
95
$11.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
523New |
$32.6K - $37K
|
523
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-117- 0.95% |
$7.3K - $8.28K
|
12.2K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.21K- 61.3% |
$75.3K - $85.4K
|
762
$90.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
280New |
$17.5K - $19.8K
|
280
$33.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
258New |
$16.1K - $18.3K
|
258
$30.7K
|
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
5+ 1.83% |
$312 - $354
|
278
$33K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-651- 16.36% |
$40.6K - $46.1K
|
3.33K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.63KNew |
$227K - $257K
|
3.63K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-39.4K- 73.99% |
$2.46M - $2.79M
|
13.9K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7New |
$437 - $495
|
7
$832
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-186- 22.01% |
$11.6K - $13.2K
|
659
$78.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
21.9KNew |
$1.37M - $1.55M
|
21.9K
$2.6M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.02KNew |
$376K - $426K
|
6.02K
$716K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
753New |
$47K - $53.3K
|
753
$89.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
10.3KNew |
$640K - $725K
|
10.3K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-14.9K- 32.83% |
$929K - $1.05M
|
30.5K
$3.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.48% |
$437 - $495
|
1.46K
$173K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.6K+ 85.81% |
$287K - $325K
|
9.95K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 12.53% |
$82.6K - $93.6K
|
11.9K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
85New |
$5.3K - $6.01K
|
85
$10.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
565New |
$35.3K - $40K
|
565
$67.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
62New |
$3.87K - $4.39K
|
62
$7.37K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.69K
$439K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.02KClosed |
$253K - $308K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.03KClosed |
$316K - $385K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$25.2K - $30.6K
|
400
$47.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
769+ 17.41% |
$48.4K - $58.9K
|
5.19K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.16% |
$1.26K - $1.53K
|
12.4K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.6K- 18.67% |
$101K - $122K
|
6.97K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8- 0.02% |
$503 - $612
|
32.8K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.25K+ 62.49% |
$205K - $249K
|
8.46K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-208- 0.96% |
$13.1K - $15.9K
|
21.5K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-935- 10.51% |
$58.8K - $71.6K
|
7.96K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.58KNew |
$225K - $274K
|
3.58K
$426K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.02% |
$126 - $153
|
10.9K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.41% |
$62.9 - $76.5
|
244
$29K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.74KNew |
$109K - $133K
|
1.74K
$206K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.49K
$415K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.14KNew |
$324K - $394K
|
5.14K
$611K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.83KNew |
$241K - $293K
|
3.83K
$455K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.82KNew |
$240K - $292K
|
3.82K
$454K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.3K- 44.08% |
$773K - $940K
|
15.6K
$1.85M
|
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
SELL
|
- |
-58- 1.69% |
$3.65K - $4.44K
|
3.37K
$401K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.69KClosed |
$232K - $283K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.61KClosed |
$227K - $277K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-365- 9.98% |
$23K - $27.9K
|
3.29K
$391K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.4K - $8.22K
|
100
$11.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-20.6KClosed |
$1.32M - $1.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-775Closed |
$49.6K - $63.7K
|
0
$0
|
|