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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
753+ 6.4% |
$68.8K - $76.5K
|
12.5K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 6.29% |
$3.29K - $3.66K
|
608
$65.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.85K- 38.07% |
$169K - $188K
|
3.02K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
384+ 8.21% |
$35.1K - $39K
|
5.06K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
SELL
|
- |
-1.38K- 3.71% |
$126K - $140K
|
35.7K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-748- 15.05% |
$68.3K - $76K
|
4.22K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$91.4 - $102
|
1.26K
$136K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-331- 6.61% |
$30.2K - $33.6K
|
4.67K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.73K+ 5.57% |
$158K - $176K
|
32.7K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-39- 0.53% |
$3.56K - $3.96K
|
7.27K
$783K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
34+ 0.28% |
$3.11K - $3.46K
|
12.1K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
562+ 2.32% |
$51.3K - $57.1K
|
24.8K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.85K+ 86.91% |
$169K - $188K
|
3.98K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
34+ 0.26% |
$3.11K - $3.46K
|
13K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
308+ 13.07% |
$28.1K - $31.3K
|
2.66K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.4K+ 11.68% |
$1.22M - $1.36M
|
128K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
4.76K+ 1.17% |
$435K - $484K
|
411K
$44.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.2% |
$457 - $508
|
2.46K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97KNew |
$180K - $200K
|
1.97K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.68K+ 3.69% |
$427K - $475K
|
131K
$14.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
636+ 54.59% |
$58.1K - $64.6K
|
1.8K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
297+ 4.37% |
$27.1K - $30.2K
|
7.09K
$764K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.13K+ 1.85% |
$103K - $114K
|
62K
$6.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12New |
$1.1K - $1.22K
|
12
$1.29K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.71K- 24.27% |
$887K - $987K
|
30.3K
$3.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.29% |
$2.74K - $3.05K
|
10.4K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56K- 11.01% |
$233K - $260K
|
20.6K
$2.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.99K+ 18.75% |
$273K - $304K
|
19K
$2.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.16K+ 40.56% |
$563K - $626K
|
21.3K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
198+ 3.72% |
$18.1K - $20.1K
|
5.52K
$595K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.75K+ 11.12% |
$160K - $178K
|
17.5K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-46- 0.92% |
$4.2K - $4.68K
|
4.94K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
155K+ 67170.13% |
$14.2M - $15.8M
|
155K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
99+ 190.38% |
$9.05K - $10.1K
|
151
$16.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-41- 0.29% |
$3.75K - $4.17K
|
13.9K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
140+ 0.6% |
$12.8K - $14.2K
|
23.6K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-176- 0.63% |
$16.1K - $17.9K
|
27.6K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.04K+ 1.04% |
$643K - $716K
|
683K
$73.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.5KNew |
$137K - $152K
|
1.5K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
355+ 3.29% |
$32.4K - $36.1K
|
11.1K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 5.03% |
$996K - $1.11M
|
228K
$24.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-136- 1.48% |
$12.4K - $13.8K
|
9.07K
$977K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 3.12% |
$733K - $815K
|
265K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-349- 0.71% |
$31.9K - $35.5K
|
49K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.52KNew |
$139K - $155K
|
1.52K
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.14K- 1.65% |
$287K - $320K
|
188K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
11.9K+ 7.88% |
$1.09M - $1.21M
|
163K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29.7K+ 960.6% |
$2.71M - $3.02M
|
32.8K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37+ 0.59% |
$3.38K - $3.76K
|
6.33K
$682K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$183 - $203
|
2.26K
$243K
|