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 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
50New |
$5.47K - $5.95K
|
50
$5.94K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-286- 1.65% |
$31.3K - $34.1K
|
17.1K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
193+ 0.13% |
$21.1K - $23K
|
149K
$17.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.03K- 4.95% |
$113K - $123K
|
19.8K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.56KNew |
$389K - $423K
|
3.56K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 5.75% |
$1.64K - $1.79K
|
276
$32.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 12.74% |
$2.17M - $2.36M
|
175K
$20.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 60.31% |
$130K - $142K
|
3.16K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.32K- 6.3% |
$364K - $396K
|
49.4K
$5.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-8- 0.07% |
$876 - $952
|
11.5K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.15K+ 43.17% |
$126K - $137K
|
3.8K
$452K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-411- 3.69% |
$45K - $48.9K
|
10.7K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.9K- 4.72% |
$1.2M - $1.3M
|
220K
$26.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.77KNew |
$193K - $210K
|
1.77K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59New |
$6.46K - $7.02K
|
59
$7.01K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
40+ 0.86% |
$4.38K - $4.76K
|
4.69K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.25% |
$547 - $595
|
2K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-476- 9.42% |
$52.1K - $56.7K
|
4.58K
$544K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$198K - $216K
|
1.81K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-255- 2.95% |
$27.9K - $30.4K
|
8.4K
$998K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.68K- 5.61% |
$403K - $438K
|
61.9K
$7.36M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-172- 2.8% |
$18.8K - $20.5K
|
5.98K
$710K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.06% |
$328 - $357
|
4.98K
$592K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17+ 0.15% |
$1.86K - $2.02K
|
11.2K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
60+ 0.99% |
$6.57K - $7.14K
|
6.11K
$726K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
130+ 3.84% |
$14.2K - $15.5K
|
3.52K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.8% |
$10.9K - $11.9K
|
12.6K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-221- 1.04% |
$24.2K - $26.3K
|
21.1K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.12% |
$109 - $119
|
837
$99.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-8.26K- 60.44% |
$904K - $983K
|
5.41K
$642K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.03% |
$109 - $119
|
3K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
162+ 7.75% |
$17.7K - $19.3K
|
2.25K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.01K- 18.83% |
$548K - $596K
|
21.6K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
205+ 2.16% |
$22.4K - $24.4K
|
9.71K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-179- 0.83% |
$19.6K - $21.3K
|
21.3K
$2.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-259- 7.63% |
$28.4K - $30.8K
|
3.14K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-76- 0.05% |
$8.32K - $9.05K
|
144K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2- 0.06% |
$219 - $238
|
3.09K
$367K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.45K- 32.68% |
$159K - $173K
|
2.99K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-870- 17.64% |
$95.2K - $104K
|
4.06K
$483K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.11K+ 1.24% |
$121K - $132K
|
90.5K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 0.0% |
$438 - $476
|
268K
$31.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-1.05K- 3.58% |
$115K - $125K
|
28.3K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-1.09K- 10.18% |
$120K - $130K
|
9.64K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.8KNew |
$197K - $214K
|
1.8K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.19M - $1.29M
|
10.8K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
598+ 0.49% |
$65.5K - $71.2K
|
122K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.54K- 15.51% |
$388K - $421K
|
19.3K
$2.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.6K+ 2.54% |
$285K - $310K
|
105K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
406+ 1.95% |
$44.4K - $48.3K
|
21.2K
$2.52M
|
|