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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-28- 0.36% |
$3.07K - $3.33K
|
7.73K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.3K- 3.01% |
$580K - $631K
|
171K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$109 - $119
|
441
$52.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-163- 7.44% |
$17.8K - $19.4K
|
2.03K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-132- 1.63% |
$14.5K - $15.7K
|
7.94K
$944K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-7- 0.16% |
$766 - $833
|
4.27K
$508K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 14.75% |
$1.11M - $1.2M
|
78.6K
$9.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.04% |
$876 - $952
|
19K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-67.9K- 26.72% |
$7.43M - $8.08M
|
186K
$22.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.31K+ 99.06% |
$253K - $276K
|
4.65K
$553K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26K- 22.7% |
$2.84M - $3.09M
|
88.4K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7+ 0.0% |
$766 - $833
|
406K
$48.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
32.4K+ 106.09% |
$3.55M - $3.86M
|
63K
$7.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-24K- 4.3% |
$2.62M - $2.85M
|
534K
$63.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
45+ 0.77% |
$4.93K - $5.36K
|
5.88K
$699K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.45% |
$109 - $119
|
222
$26.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.79K- 1.43% |
$415K - $452K
|
261K
$31M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.2KNew |
$2.65M - $2.88M
|
24.2K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-551- 0.17% |
$60.3K - $65.6K
|
322K
$38.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-56- 1.36% |
$6.13K - $6.67K
|
4.06K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.39K+ 3.53% |
$262K - $285K
|
70.2K
$8.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
385+ 0.31% |
$42.1K - $45.8K
|
125K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71+ 1.5% |
$7.77K - $8.45K
|
4.82K
$573K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
129+ 0.53% |
$14.1K - $15.4K
|
24.4K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.34K+ 8.35% |
$256K - $278K
|
30.3K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
111+ 1.46% |
$12.2K - $13.2K
|
7.71K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-362- 9.22% |
$39.6K - $43.1K
|
3.56K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$109 - $119
|
2.39K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
4.33K+ 13.67% |
$474K - $516K
|
36K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11.4K- 8.23% |
$1.25M - $1.36M
|
127K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.56K+ 23.52% |
$389K - $423K
|
18.7K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
63.7K+ 146.16% |
$6.97M - $7.58M
|
107K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 88.83% |
$3.82M - $4.16M
|
74.3K
$8.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-866- 14.39% |
$94.8K - $103K
|
5.15K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
17+ 0.49% |
$1.86K - $2.02K
|
3.46K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.03KNew |
$550K - $599K
|
5.03K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
54+ 1.42% |
$5.91K - $6.43K
|
3.85K
$458K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
122+ 1.49% |
$13.4K - $14.5K
|
8.32K
$989K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.48K- 36.18% |
$271K - $295K
|
4.37K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.07% |
$328 - $357
|
4.29K
$510K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$328 - $357
|
3.67K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
29.3K+ 5.04% |
$3.2M - $3.48M
|
610K
$72.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-237- 1.65% |
$25.9K - $28.2K
|
14.2K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.35K+ 3.86% |
$1.02M - $1.11M
|
251K
$29.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-981- 8.95% |
$107K - $117K
|
9.98K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
623+ 9.72% |
$68.2K - $74.2K
|
7.04K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
10.2KNew |
$1.12M - $1.21M
|
10.2K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
798+ 2.15% |
$87.4K - $95K
|
37.9K
$4.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.45K- 28.84% |
$159K - $173K
|
3.58K
$425K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27.8K+ 858.2% |
$3.04M - $3.31M
|
31K
$3.69M
|
|