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 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.87KClosed |
$183K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.71KClosed |
$173K - $223K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203New |
$13K - $16.7K
|
203
$24.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-250- 71.43% |
$16K - $20.5K
|
100
$11.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.61KClosed |
$231K - $297K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84New |
$5.37K - $6.9K
|
84
$9.98K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5Closed |
$320 - $411
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
350New |
$22.4K - $28.8K
|
350
$41.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$576 - $740
|
5.39K
$641K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.69KClosed |
$364K - $468K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.6KClosed |
$1.57M - $2.02M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$214K - $274K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-10KClosed |
$640K - $822K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$160K - $206K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-908Closed |
$58.1K - $74.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
9.87KNew |
$631K - $811K
|
9.87K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
324New |
$20.7K - $26.6K
|
324
$38.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-12.9KClosed |
$826K - $1.06M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-386- 7.62% |
$24.7K - $31.7K
|
4.68K
$556K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.73KClosed |
$174K - $224K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.36KClosed |
$151K - $194K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
849+ 26.61% |
$54.3K - $69.8K
|
4.04K
$480K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
800New |
$51.2K - $65.7K
|
800
$95.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
$184K - $237K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
624New |
$39.9K - $51.3K
|
624
$74.2K
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.24KNew |
$314K - $374K
|
4.24K
$504K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-227Closed |
$16.8K - $20K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-18.3KClosed |
$1.35M - $1.61M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-18.3KClosed |
$1.35M - $1.61M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350Closed |
$26K - $30.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.54KClosed |
$188K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.25KClosed |
$241K - $287K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.93KClosed |
$440K - $524K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-33.3KClosed |
$2.47M - $2.94M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.9KClosed |
$215K - $256K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 17.24% |
$74.2K - $88.3K
|
4.8K
$570K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-161Closed |
$11.9K - $14.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 8.0% |
$148 - $177
|
27
$3.21K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.28KClosed |
$169K - $201K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-106KClosed |
$7.86M - $9.36M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-10.2KClosed |
$755K - $899K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.37KClosed |
$175K - $209K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-82Closed |
$6.08K - $7.24K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-42.3KClosed |
$3.13M - $3.73M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-71Closed |
$5.66K - $6.28K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-47.9KClosed |
$3.82M - $4.24M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
786New |
$62.6K - $69.5K
|
786
$93.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5Closed |
$399 - $442
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.87KClosed |
$388K - $431K
|
0
$0
|
|