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 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- 0.01% |
$219 - $238
|
26.3K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
210+ 10.7% |
$23K - $25K
|
2.17K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
23+ 0.12% |
$2.52K - $2.74K
|
18.5K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-41- 1.66% |
$4.49K - $4.88K
|
2.43K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 1.49% |
$8.21K - $8.93K
|
5.12K
$608K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
145+ 1.56% |
$15.9K - $17.3K
|
9.44K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
55+ 0.49% |
$6.02K - $6.55K
|
11.3K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
830New |
$90.9K - $98.8K
|
830
$98.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-350- 15.49% |
$38.3K - $41.7K
|
1.91K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-455- 12.6% |
$49.8K - $54.2K
|
3.16K
$375K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-110- 5.19% |
$12K - $13.1K
|
2.01K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-6.61K- 50.0% |
$724K - $787K
|
6.61K
$786K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
674+ 10.2% |
$73.8K - $80.2K
|
7.28K
$865K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-15- 0.2% |
$1.64K - $1.79K
|
7.32K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
18+ 0.85% |
$1.97K - $2.14K
|
2.13K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
469+ 10.44% |
$51.3K - $55.8K
|
4.96K
$590K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.1KNew |
$2.75M - $2.99M
|
25.1K
$2.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25+ 0.52% |
$2.74K - $2.98K
|
4.79K
$569K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.19K+ 44.31% |
$240K - $261K
|
7.14K
$849K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.06KNew |
$226K - $245K
|
2.06K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
883+ 2.36% |
$96.7K - $105K
|
38.3K
$4.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-17- 0.47% |
$1.86K - $2.02K
|
3.62K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5- 0.46% |
$547 - $595
|
1.09K
$130K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 1.62% |
$17.6K - $19.2K
|
9.79K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
118+ 2.58% |
$12.9K - $14K
|
4.69K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-32- 1.29% |
$3.5K - $3.81K
|
2.45K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 6.78% |
$1.31K - $1.43K
|
189
$22.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
202+ 7.5% |
$22.1K - $24.1K
|
2.9K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-668- 0.36% |
$73.1K - $79.5K
|
185K
$22M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
28+ 0.23% |
$3.07K - $3.33K
|
12.2K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.3K+ 190.56% |
$1.35M - $1.47M
|
18.8K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
98+ 0.29% |
$10.7K - $11.7K
|
33.4K
$3.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.4% |
$3.61K - $3.93K
|
2.39K
$284K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-237- 2.44% |
$25.9K - $28.2K
|
9.46K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.7KNew |
$186K - $202K
|
1.7K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-4.61K- 3.83% |
$504K - $549K
|
116K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
101+ 3.88% |
$11.1K - $12K
|
2.7K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.13KNew |
$233K - $254K
|
2.13K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21- 0.82% |
$2.3K - $2.5K
|
2.54K
$302K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.22% |
$876 - $952
|
3.61K
$429K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-13.2K- 27.91% |
$1.44M - $1.57M
|
34.1K
$4.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
393+ 5.07% |
$43K - $46.8K
|
8.14K
$968K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-114- 0.31% |
$12.5K - $13.6K
|
37.1K
$4.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
193+ 0.9% |
$21.1K - $23K
|
21.6K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
94+ 4.14% |
$10.3K - $11.2K
|
2.37K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34+ 0.24% |
$3.72K - $4.05K
|
14.5K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
455New |
$49.8K - $54.2K
|
455
$54.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4+ 0.2% |
$438 - $476
|
1.97K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
332+ 1.18% |
$36.3K - $39.5K
|
28.5K
$3.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.25K- 36.53% |
$356K - $387K
|
5.65K
$671K
|
|