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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.69K
$398K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4+ 0.11% |
$252 - $306
|
3.49K
$377K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.02% |
$126 - $153
|
10.9K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.41% |
$62.9 - $76.5
|
244
$26.3K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
9.87KNew |
$631K - $811K
|
9.87K
$1.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.62K+ 9060.78% |
$296K - $380K
|
4.67K
$504K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
849+ 26.61% |
$54.3K - $69.8K
|
4.04K
$435K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
800New |
$51.2K - $65.7K
|
800
$86.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
624New |
$39.9K - $51.3K
|
624
$67.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
350New |
$22.4K - $28.8K
|
350
$37.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
324New |
$20.7K - $26.6K
|
324
$34.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203New |
$13K - $16.7K
|
203
$21.9K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.4K - $8.22K
|
100
$10.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84New |
$5.37K - $6.9K
|
84
$9.06K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125KNew |
$9.25M - $11M
|
125K
$13.4M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.24KNew |
$314K - $374K
|
4.24K
$457K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 8.0% |
$148 - $177
|
27
$2.91K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.07KNew |
$84.9K - $94.2K
|
1.07K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
786New |
$62.6K - $69.5K
|
786
$84.7K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
163+ 118.98% |
$13K - $14.4K
|
300
$32.3K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
106+ 37.72% |
$8.41K - $9K
|
387
$41.7K
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.9KNew |
$441K - $472K
|
5.9K
$636K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95New |
$7.1K - $7.6K
|
95
$10.2K
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
89New |
$6.65K - $7.12K
|
89
$9.6K
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
11K+ 60.62% |
$759K - $815K
|
29K
$3.13M
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.39K+ 24.89% |
$96K - $103K
|
6.95K
$749K
|
|
| Q4 2020 | |||||||
|
Jan 19, 2021
Q4 2020
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.38KNew |
$204K - $237K
|
3.38K
$364K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
101+ 42.98% |
$4.41K - $5.86K
|
336
$36.2K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$10.1K - $11.4K
|
200
$21.6K
|
|