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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
233+ 0.24% |
$25.5K - $27.7K
|
98.2K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
226+ 0.85% |
$24.7K - $26.9K
|
26.7K
$3.18M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
210+ 10.7% |
$23K - $25K
|
2.17K
$258K
|
|
|
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
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
193+ 0.9% |
$21.1K - $23K
|
21.6K
$2.57M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
154+ 5.28% |
$16.9K - $18.3K
|
3.07K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
145+ 1.56% |
$15.9K - $17.3K
|
9.44K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
129+ 0.53% |
$14.1K - $15.4K
|
24.4K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
122+ 1.49% |
$13.4K - $14.5K
|
8.32K
$989K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
121+ 3.08% |
$13.2K - $14.4K
|
4.04K
$481K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
120+ 1.06% |
$13.1K - $14.3K
|
11.5K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
118+ 2.58% |
$12.9K - $14K
|
4.69K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
111+ 1.46% |
$12.2K - $13.2K
|
7.71K
$916K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
109+ 1.88% |
$11.9K - $13K
|
5.91K
$703K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
101+ 3.88% |
$11.1K - $12K
|
2.7K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
100+ 1.61% |
$10.9K - $11.9K
|
6.33K
$752K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$10.9K - $11.9K
|
100
$11.9K
|
|
|
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 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
94+ 4.14% |
$10.3K - $11.2K
|
2.37K
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
90+ 10.56% |
$9.85K - $10.7K
|
942
$112K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
80+ 0.33% |
$8.76K - $9.52K
|
24.2K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76+ 0.63% |
$8.32K - $9.05K
|
12K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 1.49% |
$8.21K - $8.93K
|
5.12K
$608K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71+ 1.5% |
$7.77K - $8.45K
|
4.82K
$573K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
59+ 8.39% |
$6.46K - $7.02K
|
762
$90.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
55+ 0.49% |
$6.02K - $6.55K
|
11.3K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
54+ 1.42% |
$5.91K - $6.43K
|
3.85K
$458K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
51+ 0.85% |
$5.58K - $6.07K
|
6.06K
$720K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$5.47K - $5.95K
|
50
$5.94K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
50New |
$5.47K - $5.95K
|
50
$5.94K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
45+ 0.77% |
$4.93K - $5.36K
|
5.88K
$699K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
44+ 1.62% |
$4.82K - $5.24K
|
2.75K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 1.52% |
$4.38K - $4.76K
|
2.68K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
40+ 0.86% |
$4.38K - $4.76K
|
4.69K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
38+ 0.72% |
$4.16K - $4.52K
|
5.34K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34+ 0.24% |
$3.72K - $4.05K
|
14.5K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
BUY
|
- |
32+ 0.59% |
$3.5K - $3.81K
|
5.48K
$651K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
28+ 0.23% |
$3.07K - $3.33K
|
12.2K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25+ 0.52% |
$2.74K - $2.98K
|
4.79K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21+ 0.72% |
$2.3K - $2.5K
|
2.92K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
21+ 0.17% |
$2.3K - $2.5K
|
12.4K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
20New |
$2.19K - $2.38K
|
20
$2.38K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
19+ 1.21% |
$2.08K - $2.26K
|
1.59K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
18+ 0.85% |
$1.97K - $2.14K
|
2.13K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17+ 0.2% |
$1.86K - $2.02K
|
8.42K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
17+ 0.49% |
$1.86K - $2.02K
|
3.46K
$411K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.41% |
$1.75K - $1.9K
|
3.93K
$468K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15+ 0.59% |
$1.64K - $1.79K
|
2.57K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 5.75% |
$1.64K - $1.79K
|
276
$32.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
14+ 0.12% |
$1.53K - $1.67K
|
11.8K
$1.4M
|
|