Latest Institutional Purchases of Vanguard World Fd Esg U.S. Sto (ESGV)
This list provides information on the latest institutional transactions involving Vanguard World Fd Esg U.S. Sto (ESGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 13.64% |
$1.75M - $1.9M
|
145K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.2K+ 10.3% |
$1.32M - $1.44M
|
141K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
12.7K+ 2.32% |
$1.28M - $1.39M
|
563K
$61.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 5.52% |
$1.14M - $1.25M
|
218K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.1KNew |
$1.01M - $1.1M
|
10.1K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.06KNew |
$607K - $661K
|
6.06K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.69KNew |
$570K - $621K
|
5.69K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.53KNew |
$554K - $603K
|
5.53K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
5.39K+ 6.34% |
$540K - $588K
|
90.4K
$9.84M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.77K+ 9.73% |
$478K - $521K
|
53.8K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.56K+ 3.3% |
$457K - $498K
|
143K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 3.29% |
$431K - $469K
|
135K
$14.7M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.18K+ 58.31% |
$419K - $456K
|
11.4K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.81KNew |
$381K - $415K
|
3.81K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
3.7K+ 336.36% |
$371K - $404K
|
4.8K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.35KNew |
$335K - $365K
|
3.35K
$364K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.35K+ 103.14% |
$335K - $365K
|
6.59K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.29KNew |
$330K - $359K
|
3.29K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.1K+ 86.36% |
$310K - $338K
|
6.68K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.03K+ 9.18% |
$303K - $330K
|
36K
$3.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.75K+ 14.48% |
$275K - $299K
|
21.7K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.55KNew |
$256K - $279K
|
2.55K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.55KNew |
$255K - $278K
|
2.55K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.51KNew |
$251K - $273K
|
2.51K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.49K+ 5.66% |
$250K - $272K
|
46.6K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.49KNew |
$249K - $271K
|
2.49K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.42KNew |
$242K - $264K
|
2.42K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.38KNew |
$238K - $259K
|
2.38K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$235K - $256K
|
2.35K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.18KNew |
$218K - $237K
|
2.18K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$214K - $233K
|
2.14K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.98KNew |
$198K - $215K
|
1.98K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.96KNew |
$196K - $214K
|
1.96K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.95KNew |
$196K - $213K
|
1.95K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.93KNew |
$194K - $211K
|
1.93K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.91K+ 85.34% |
$191K - $208K
|
4.15K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.75K+ 2.74% |
$176K - $191K
|
65.7K
$7.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.36K+ 5.56% |
$136K - $148K
|
25.8K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.08K+ 5.79% |
$108K - $118K
|
19.8K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.08K+ 43.79% |
$108K - $117K
|
3.53K
$384K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
976+ 3.59% |
$97.8K - $106K
|
28.2K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
869+ 18.04% |
$87.1K - $94.8K
|
5.69K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
837+ 27.75% |
$83.9K - $91.3K
|
3.85K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
812+ 29.97% |
$81.3K - $88.6K
|
3.52K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
760+ 31.95% |
$76.1K - $82.9K
|
3.14K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
747+ 11.02% |
$74.8K - $81.5K
|
7.53K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
658+ 1.02% |
$65.9K - $71.8K
|
65.1K
$7.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
641+ 1.1% |
$64.2K - $69.9K
|
59.1K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
588+ 2.98% |
$58.9K - $64.2K
|
20.3K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
515+ 14.39% |
$51.6K - $56.2K
|
4.09K
$446K
|