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 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
447+ 14.12% |
$40.8K - $45.4K
|
3.61K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-597- 4.57% |
$54.5K - $60.7K
|
12.5K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8+ 0.29% |
$731 - $813
|
2.81K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-9- 0.04% |
$822 - $915
|
24.3K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-403- 25.57% |
$36.8K - $41K
|
1.17K
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
113New |
$10.3K - $11.5K
|
113
$12.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.03K+ 100.4% |
$825K - $918K
|
18K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 4.56% |
$6.21K - $6.91K
|
1.42K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
471New |
$43K - $47.9K
|
471
$50.8K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-31- 1.34% |
$2.83K - $3.15K
|
2.28K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
335+ 5.92% |
$30.6K - $34.1K
|
6K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
25+ 0.88% |
$2.28K - $2.54K
|
2.85K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
541+ 2.4% |
$49.4K - $55K
|
23K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7+ 0.29% |
$640 - $712
|
2.43K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
397+ 2.37% |
$36.3K - $40.4K
|
17.2K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-162- 4.3% |
$14.8K - $16.5K
|
3.6K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-484- 1.85% |
$44.2K - $49.2K
|
25.7K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
460+ 17.05% |
$42K - $46.8K
|
3.16K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.84K- 17.6% |
$259K - $288K
|
13.3K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.23KNew |
$204K - $227K
|
2.23K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.27% |
$548 - $610
|
2.2K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1K- 17.3% |
$91.4K - $102K
|
4.78K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-555- 1.0% |
$50.7K - $56.4K
|
55.1K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$91.4 - $102
|
4.19K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
708+ 1.77% |
$64.7K - $72K
|
40.6K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.07K- 13.09% |
$98K - $109K
|
7.12K
$768K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-115- 5.5% |
$10.5K - $11.7K
|
1.98K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
821+ 9.5% |
$75K - $83.5K
|
9.46K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.15K- 32.86% |
$288K - $320K
|
6.43K
$694K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$119K - $132K
|
1.3K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
58+ 0.89% |
$5.3K - $5.9K
|
6.58K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 0.28% |
$914 - $1.02K
|
3.58K
$386K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
677+ 2.57% |
$61.9K - $68.8K
|
27K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
451+ 0.71% |
$41.2K - $45.8K
|
64.4K
$6.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.18KNew |
$839K - $933K
|
9.18K
$989K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.28% |
$91.4 - $102
|
355
$38.3K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-154- 0.23% |
$14.1K - $15.7K
|
65.9K
$7.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42+ 0.9% |
$3.84K - $4.27K
|
4.71K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
93+ 0.28% |
$8.5K - $9.45K
|
33.3K
$3.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
339+ 7.92% |
$31K - $34.5K
|
4.62K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
48+ 0.75% |
$4.39K - $4.88K
|
6.44K
$694K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2- 0.09% |
$183 - $203
|
2.22K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
3.88K+ 3.06% |
$355K - $394K
|
131K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.11% |
$91.4 - $102
|
915
$98.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
684+ 0.61% |
$62.5K - $69.5K
|
113K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 23.03% |
$3.47K - $3.86K
|
203
$21.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.95K- 14.56% |
$178K - $198K
|
11.4K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
106+ 3.24% |
$9.69K - $10.8K
|
3.38K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54- 1.8% |
$4.93K - $5.49K
|
2.95K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.17% |
$731 - $813
|
4.61K
$497K
|