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 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-87- 3.04% |
$9.52K - $10.4K
|
2.78K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.9K- 13.71% |
$427K - $464K
|
24.5K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-83- 4.51% |
$9.09K - $9.88K
|
1.76K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.11K+ 1.43% |
$231K - $252K
|
150K
$17.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.25% |
$766 - $833
|
2.81K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-384- 1.01% |
$42K - $45.7K
|
37.8K
$4.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
471New |
$51.6K - $56.1K
|
471
$56K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.2KNew |
$240K - $261K
|
2.2K
$261K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.31% |
$109 - $119
|
327
$38.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.24K+ 27.28% |
$135K - $147K
|
5.77K
$685K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 4.03% |
$10.9K - $11.9K
|
2.38K
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
986+ 2.81% |
$108K - $117K
|
36.1K
$4.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.1K- 16.59% |
$120K - $131K
|
5.52K
$657K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.65K- 2.1% |
$509K - $554K
|
217K
$25.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.13K+ 0.84% |
$452K - $491K
|
493K
$58.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.64K- 18.52% |
$727K - $791K
|
29.2K
$3.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-430- 12.45% |
$47.1K - $51.2K
|
3.03K
$360K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
2.68KNew |
$293K - $319K
|
2.68K
$318K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-28- 1.18% |
$3.07K - $3.33K
|
2.34K
$278K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
209+ 3.13% |
$22.9K - $24.9K
|
6.89K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.92K+ 5.08% |
$867K - $943K
|
164K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
197+ 1.65% |
$21.6K - $23.5K
|
12.1K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-187- 1.13% |
$20.5K - $22.3K
|
16.4K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.57K+ 65.26% |
$282K - $306K
|
6.52K
$775K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.1K- 7.37% |
$558K - $607K
|
64.1K
$7.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-858- 9.13% |
$93.9K - $102K
|
8.54K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$190K - $207K
|
1.74K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.2K- 44.17% |
$2.43M - $2.64M
|
28.1K
$3.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.61K- 24.38% |
$176K - $192K
|
5K
$594K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
18+ 0.24% |
$1.97K - $2.14K
|
7.59K
$901K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-620- 16.11% |
$67.9K - $73.8K
|
3.23K
$384K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
336+ 17.39% |
$36.8K - $40K
|
2.27K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
17K+ 4.43% |
$1.86M - $2.03M
|
401K
$47.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-854- 10.71% |
$93.5K - $102K
|
7.12K
$846K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-999- 4.99% |
$109K - $119K
|
19K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
13+ 0.23% |
$1.42K - $1.55K
|
5.56K
$661K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-475- 13.37% |
$52K - $56.6K
|
3.08K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-111- 0.71% |
$12.2K - $13.2K
|
15.6K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-485- 5.59% |
$53.1K - $57.7K
|
8.2K
$974K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
395+ 3.24% |
$43.2K - $47K
|
12.6K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
19+ 1.21% |
$2.08K - $2.26K
|
1.59K
$189K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.19% |
$219 - $238
|
1.03K
$123K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 6.87% |
$113K - $123K
|
14K
$1.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
12+ 0.5% |
$1.31K - $1.43K
|
2.41K
$286K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
224+ 28.0% |
$24.5K - $26.7K
|
1.02K
$122K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.73K+ 3.32% |
$628K - $683K
|
179K
$21.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
398+ 20.28% |
$43.6K - $47.4K
|
2.36K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.06% |
$328 - $357
|
5.43K
$645K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 10.0% |
$109 - $119
|
11
$1.31K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-545- 1.93% |
$59.7K - $64.9K
|
27.6K
$3.28M
|
|