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 07, 2025
Q3 2025
|
Northeast Investment Management
|
BUY
|
- |
32+ 0.59% |
$3.5K - $3.81K
|
5.48K
$651K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.5KNew |
$274K - $298K
|
2.5K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-96- 1.08% |
$10.5K - $11.4K
|
8.79K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-336- 14.87% |
$36.8K - $40K
|
1.92K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.81K+ 6.58% |
$1.07M - $1.17M
|
159K
$18.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-319- 3.57% |
$34.9K - $38K
|
8.62K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-115- 1.74% |
$12.6K - $13.7K
|
6.51K
$773K
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
132KNew |
$14.5M - $15.7M
|
132K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.2K- 1.59% |
$2.65M - $2.88M
|
1.5M
$178M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
39+ 0.48% |
$4.27K - $4.64K
|
8.1K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38KNew |
$589K - $640K
|
5.38K
$639K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$328 - $357
|
14.1K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 3.13% |
$533K - $580K
|
160K
$19.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.87K- 6.51% |
$423K - $460K
|
55.5K
$6.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
14+ 0.12% |
$1.53K - $1.67K
|
11.8K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1.69KNew |
$185K - $201K
|
1.69K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.96K+ 8.84% |
$324K - $353K
|
36.5K
$4.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
SELL
|
- |
-275- 0.48% |
$30.1K - $32.7K
|
56.6K
$6.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
12+ 0.13% |
$1.31K - $1.43K
|
9.03K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
274KNew |
$30M - $32.6M
|
274K
$32.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-142K- 61.22% |
$15.6M - $17M
|
90.2K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
937+ 9.13% |
$103K - $112K
|
11.2K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-779- 33.28% |
$85.3K - $92.7K
|
1.56K
$186K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.32% |
$985 - $1.07K
|
2.78K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
51+ 0.85% |
$5.58K - $6.07K
|
6.06K
$720K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
109+ 1.88% |
$11.9K - $13K
|
5.91K
$703K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.71K+ 230.59% |
$516K - $561K
|
6.75K
$803K
|
|
|
Nov 05, 2025
Q3 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-298- 3.8% |
$32.6K - $35.5K
|
7.55K
$897K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
38.6KNew |
$4.22M - $4.6M
|
38.6K
$4.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-98- 2.16% |
$10.7K - $11.7K
|
4.43K
$527K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.93KNew |
$211K - $229K
|
1.93K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.17KNew |
$238K - $258K
|
2.17K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
2.06K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-472- 7.11% |
$51.7K - $56.2K
|
6.17K
$733K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-395- 6.21% |
$43.2K - $47K
|
5.96K
$709K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.96KNew |
$214K - $233K
|
1.96K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-58- 15.8% |
$6.35K - $6.91K
|
309
$36.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 0.22% |
$766 - $833
|
3.22K
$383K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-21K- 10.4% |
$2.29M - $2.49M
|
180K
$21.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.5K+ 13.95% |
$2.79M - $3.04M
|
208K
$24.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
819+ 5.25% |
$89.7K - $97.5K
|
16.4K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
BUY
|
- |
1+ 0.04% |
$109 - $119
|
2.74K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-510- 12.34% |
$55.8K - $60.7K
|
3.62K
$430K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
20New |
$2.19K - $2.38K
|
20
$2.38K
|
|
|
Nov 04, 2025
Q3 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-463- 5.86% |
$50.7K - $55.1K
|
7.44K
$884K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15+ 0.59% |
$1.64K - $1.79K
|
2.57K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
398+ 16.43% |
$43.6K - $47.4K
|
2.82K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
226+ 0.85% |
$24.7K - $26.9K
|
26.7K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.2K- 32.43% |
$131K - $143K
|
2.5K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-351- 5.72% |
$38.4K - $41.8K
|
5.79K
$688K
|
|