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 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
92New |
$10.7K - $11.3K
|
92
$10.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
90+ 10.4% |
$10.4K - $11K
|
955
$114K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.75% |
$9.98K - $10.5K
|
1.9K
$226K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
65+ 3.22% |
$7.54K - $7.96K
|
2.09K
$248K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
55+ 2.44% |
$6.38K - $6.73K
|
2.31K
$274K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
36+ 0.94% |
$4.18K - $4.41K
|
3.86K
$459K
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
30+ 0.77% |
$3.48K - $3.67K
|
3.9K
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
29New |
$3.36K - $3.55K
|
29
$3.45K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
25+ 0.22% |
$2.9K - $3.06K
|
11.2K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22+ 0.91% |
$2.55K - $2.69K
|
2.45K
$291K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.79% |
$2.2K - $2.33K
|
2.41K
$287K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
15+ 0.69% |
$1.74K - $1.84K
|
2.18K
$259K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
14+ 0.25% |
$1.62K - $1.71K
|
5.57K
$662K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.51K - $1.59K
|
5.98K
$710K
|
|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
9+ 0.25% |
$1.04K - $1.1K
|
3.6K
$428K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.13% |
$928 - $979
|
6.13K
$729K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.23% |
$696 - $734
|
2.58K
$306K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.13% |
$580 - $612
|
3.79K
$451K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.21% |
$580 - $612
|
2.41K
$287K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 3.39% |
$232 - $245
|
61
$7.25K
|
|
|
Jan 22, 2026
Q4 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.16% |
$116 - $122
|
618
$73.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.01% |
$116 - $122
|
8.62K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$116 - $122
|
6.11K
$726K
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1+ 0.05% |
$116 - $122
|
1.99K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.31% |
$116 - $122
|
328
$39K
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
274KNew |
$30M - $32.6M
|
274K
$32.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
168K+ 5.08% |
$18.4M - $20M
|
3.48M
$414M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168K+ 158684.91% |
$18.4M - $20M
|
168K
$20M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
132KNew |
$14.5M - $15.7M
|
132K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
63.7K+ 146.16% |
$6.97M - $7.58M
|
107K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.8K+ 8.42% |
$5.24M - $5.7M
|
616K
$73.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
38.6KNew |
$4.22M - $4.6M
|
38.6K
$4.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 88.83% |
$3.82M - $4.16M
|
74.3K
$8.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
32.4K+ 106.09% |
$3.55M - $3.86M
|
63K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
29.3K+ 5.04% |
$3.2M - $3.48M
|
610K
$72.5M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27.8K+ 858.2% |
$3.04M - $3.31M
|
31K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.5K+ 13.95% |
$2.79M - $3.04M
|
208K
$24.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.1KNew |
$2.75M - $2.99M
|
25.1K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.2KNew |
$2.65M - $2.88M
|
24.2K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1KNew |
$2.2M - $2.39M
|
20.1K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 12.74% |
$2.17M - $2.36M
|
175K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 315.72% |
$2.15M - $2.34M
|
25.8K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.4KNew |
$1.68M - $1.83M
|
15.4K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 4.85% |
$1.44M - $1.57M
|
284K
$33.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.3K+ 190.56% |
$1.35M - $1.47M
|
18.8K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.19M - $1.29M
|
10.8K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
10.2KNew |
$1.12M - $1.21M
|
10.2K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 14.75% |
$1.11M - $1.2M
|
78.6K
$9.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.81K+ 6.58% |
$1.07M - $1.17M
|
159K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.35K+ 3.86% |
$1.02M - $1.11M
|
251K
$29.9M
|
|