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 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.57K- 56.52% |
$500K - $544K
|
3.52K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.24K+ 10.25% |
$245K - $267K
|
24.1K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 2.66% |
$259K - $282K
|
91.2K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.4KNew |
$1.68M - $1.83M
|
15.4K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-781- 30.54% |
$85.5K - $93K
|
1.78K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.76K- 4.23% |
$192K - $209K
|
39.8K
$4.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5+ 0.01% |
$547 - $595
|
74.1K
$8.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-107- 5.21% |
$11.7K - $12.7K
|
1.95K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-4.08K- 36.65% |
$446K - $485K
|
7.04K
$837K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-194- 55.11% |
$21.2K - $23.1K
|
158
$18.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.86KNew |
$204K - $221K
|
1.86K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-293- 7.88% |
$32.1K - $34.9K
|
3.43K
$407K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-158- 0.56% |
$17.3K - $18.8K
|
27.9K
$3.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-312- 5.33% |
$34.2K - $37.1K
|
5.55K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
586+ 165.54% |
$64.1K - $69.8K
|
940
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
1.59K+ 36.3% |
$174K - $189K
|
5.96K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-242- 7.82% |
$26.5K - $28.8K
|
2.85K
$339K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-28- 0.6% |
$3.07K - $3.33K
|
4.63K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-504- 0.29% |
$55.2K - $60K
|
171K
$20.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-160- 2.15% |
$17.5K - $19K
|
7.28K
$865K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.07K+ 35.39% |
$117K - $127K
|
4.08K
$485K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-422- 98.6% |
$46.2K - $50.2K
|
6
$713
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
887+ 45.91% |
$97.1K - $106K
|
2.82K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.3K- 6.47% |
$1.24M - $1.34M
|
163K
$19.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56+ 0.19% |
$6.13K - $6.67K
|
29.6K
$3.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.45K+ 29.93% |
$925K - $1.01M
|
36.7K
$4.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.18K+ 10.91% |
$129K - $140K
|
12K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.79KNew |
$415K - $451K
|
3.79K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-39- 1.14% |
$4.27K - $4.64K
|
3.38K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-272- 6.26% |
$29.8K - $32.4K
|
4.08K
$484K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.8K+ 25.89% |
$306K - $333K
|
13.6K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.66K+ 88.36% |
$291K - $316K
|
5.66K
$673K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$109 - $119
|
1.27K
$150K
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-135- 1.76% |
$14.8K - $16.1K
|
7.55K
$897K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.88K+ 16.43% |
$315K - $343K
|
20.4K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.76K- 2.32% |
$192K - $209K
|
73.8K
$8.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-128- 4.04% |
$14K - $15.2K
|
3.04K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-337- 0.94% |
$36.9K - $40.1K
|
35.6K
$4.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 1.48% |
$8.21K - $8.93K
|
5K
$594K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-736- 4.83% |
$80.6K - $87.6K
|
14.5K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
168K+ 5.08% |
$18.4M - $20M
|
3.48M
$414M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.21% |
$438 - $476
|
1.93K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.66KNew |
$401K - $436K
|
3.66K
$435K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.06% |
$328 - $357
|
4.75K
$565K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
4.14K+ 5.04% |
$454K - $493K
|
86.3K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.25% |
$766 - $833
|
2.84K
$338K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-414- 2.07% |
$45.3K - $49.3K
|
19.6K
$2.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.77KNew |
$193K - $210K
|
1.77K
$210K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.47K- 24.55% |
$161K - $175K
|
4.53K
$538K
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-78- 0.58% |
$8.54K - $9.29K
|
13.4K
$1.59M
|
|