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, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
315+ 1.44% |
$34.5K - $37.5K
|
22.2K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
115+ 5.61% |
$12.6K - $13.7K
|
2.17K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 11.15% |
$3.12M - $3.39M
|
227K
$27M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$328 - $357
|
3.51K
$417K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 1.06% |
$328 - $357
|
281
$33.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.42K+ 9.9% |
$155K - $169K
|
15.7K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
9+ 0.23% |
$985 - $1.07K
|
3.93K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
780+ 36.6% |
$85.4K - $92.9K
|
2.91K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
44+ 1.62% |
$4.82K - $5.24K
|
2.75K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-77- 2.02% |
$8.43K - $9.17K
|
3.73K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-138- 1.74% |
$15.1K - $16.4K
|
7.81K
$928K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
120+ 1.06% |
$13.1K - $14.3K
|
11.5K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-298- 1.47% |
$32.6K - $35.5K
|
19.9K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.02KNew |
$221K - $241K
|
2.02K
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.01% |
$109 - $119
|
13.1K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130- 2.58% |
$14.2K - $15.5K
|
4.91K
$583K
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
134K+ 354.47% |
$14.7M - $16M
|
172K
$20.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
286+ 80.56% |
$31.3K - $34.1K
|
641
$76.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23- 0.13% |
$2.52K - $2.74K
|
17.9K
$2.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
90+ 10.56% |
$9.85K - $10.7K
|
942
$112K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
503+ 42.95% |
$55.1K - $59.9K
|
1.67K
$199K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 1.38% |
$6.79K - $7.38K
|
4.45K
$528K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7.59KNew |
$831K - $904K
|
7.59K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.79KNew |
$196K - $213K
|
1.79K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-102- 0.24% |
$11.2K - $12.1K
|
42.6K
$5.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.32K+ 8.67% |
$254K - $277K
|
29.1K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.47K+ 24.62% |
$380K - $413K
|
17.6K
$2.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.21K- 4.06% |
$133K - $144K
|
28.6K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15K+ 3.39% |
$126K - $137K
|
35.1K
$4.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-135- 4.57% |
$14.8K - $16.1K
|
2.82K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.25% |
$657 - $714
|
2.43K
$289K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-5.15K- 3.44% |
$564K - $614K
|
145K
$17.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.01K- 6.76% |
$111K - $121K
|
14K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-76- 2.57% |
$8.32K - $9.05K
|
2.88K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.29% |
$219 - $238
|
684
$81.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2+ 0.05% |
$219 - $238
|
4.38K
$521K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.56K+ 64.26% |
$170K - $185K
|
3.98K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.94K- 4.11% |
$212K - $231K
|
45.2K
$5.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
864+ 1.59% |
$94.6K - $103K
|
55.3K
$6.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
21+ 0.17% |
$2.3K - $2.5K
|
12.4K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.21% |
$109 - $119
|
475
$56.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76KNew |
$193K - $209K
|
1.76K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-28.1K- 36.99% |
$3.07M - $3.34M
|
47.9K
$5.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
445+ 17.21% |
$48.7K - $53K
|
3.03K
$360K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.73K+ 0.77% |
$299K - $325K
|
358K
$42.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.45K- 7.1% |
$377K - $410K
|
45.1K
$5.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-7.21K- 2.16% |
$789K - $858K
|
327K
$38.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 3.49% |
$5.69K - $6.19K
|
1.44K
$171K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
121+ 3.08% |
$13.2K - $14.4K
|
4.04K
$481K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-240- 5.12% |
$26.3K - $28.6K
|
4.45K
$529K
|
|