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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
453+ 4.48% |
$45.4K - $49.4K
|
10.6K
$973K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
505KNew |
$50.5M - $55M
|
505K
$46.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-279- 4.04% |
$28K - $30.4K
|
6.63K
$610K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.92KNew |
$293K - $319K
|
2.92K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
468+ 6.25% |
$46.9K - $51.1K
|
7.96K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2+ 0.05% |
$200 - $218
|
4.19K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-58- 0.46% |
$5.81K - $6.33K
|
12.4K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35- 3.83% |
$3.51K - $3.82K
|
880
$81.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
156+ 1.65% |
$15.6K - $17K
|
9.62K
$886K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.21KNew |
$121K - $132K
|
1.21K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
519+ 2.09% |
$52K - $56.6K
|
25.3K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 15.55% |
$1.92M - $2.09M
|
142K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.8K+ 38.05% |
$681K - $742K
|
24.7K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 0.16% |
$902 - $982
|
5.65K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-161- 0.4% |
$16.1K - $17.6K
|
40.5K
$3.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.2KNew |
$321K - $349K
|
3.2K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-66- 0.71% |
$6.61K - $7.2K
|
9.26K
$853K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-81- 2.97% |
$8.11K - $8.84K
|
2.64K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.81K- 15.83% |
$382K - $416K
|
20.3K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-28.2K- 21.45% |
$2.82M - $3.07M
|
103K
$9.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.2KNew |
$521K - $567K
|
5.2K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96KNew |
$196K - $214K
|
1.96K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-843- 1.13% |
$84.5K - $92K
|
73.9K
$6.81M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
275+ 1.38% |
$27.5K - $30K
|
20.2K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.14% |
$1.6K - $1.75K
|
11.9K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-853- 7.47% |
$85.5K - $93.1K
|
10.6K
$973K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-513- 0.36% |
$51.4K - $56K
|
140K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.53% |
$100 - $109
|
188
$17.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.93KNew |
$193K - $210K
|
1.93K
$177K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-587- 5.9% |
$58.8K - $64K
|
9.37K
$863K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 0.25% |
$3.31K - $3.6K
|
13K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.3% |
$200 - $218
|
679
$62.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.18KNew |
$218K - $237K
|
2.18K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$221K - $241K
|
2.21K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-741- 1.38% |
$74.2K - $80.8K
|
53K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-722- 7.77% |
$72.3K - $78.8K
|
8.57K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-475- 2.31% |
$47.6K - $51.8K
|
20.1K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-34K- 8.65% |
$3.4M - $3.71M
|
359K
$33.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
4.11K+ 3.15% |
$412K - $449K
|
135K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
418+ 5.69% |
$41.9K - $45.6K
|
7.77K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
365New |
$36.6K - $39.8K
|
365
$33.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2- 6.67% |
$200 - $218
|
28
$2.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-793- 3.44% |
$79.4K - $86.5K
|
22.2K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 57.97% |
$1.24M - $1.35M
|
33.7K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.9KNew |
$391K - $426K
|
3.9K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 3.49% |
$1.8K - $1.96K
|
534
$49.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$4.92M - $5.35M
|
49.1K
$4.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
241New |
$24.1K - $26.3K
|
241
$22.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-14- 0.49% |
$1.4K - $1.53K
|
2.84K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.6K+ 45.22% |
$1.17M - $1.27M
|
37.4K
$3.44M
|