Latest Institutional Purchases of Vanguard World Fd Esg U.S. Sto (ESGV)

ESGV Quotes by TradingView

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
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.4K
New
$101K - $120K
1.4K $151K
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
929
New
$66.8K - $79.3K
929 $100K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
901
New
$64.8K - $77K
901 $97.1K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
870
+ 66.92%
$62.6K - $74.3K
2.17K $234K
Jan 23, 2024 Q4 2023
Webster Bank, N. A.

BUY
 -
297
+ 0.82%
$21.4K - $25.4K
36.7K $3.96M
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
199
New
$14.3K - $17K
199 $21.5K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
168
New
$12.1K - $14.3K
168 $18.1K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
120
+ 2.13%
$8.63K - $10.2K
5.75K $620K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
71
New
$5.11K - $6.06K
71 $7.65K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
62
New
$4.46K - $5.3K
62 $6.68K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
6
+ 0.81%
$432 - $512
750 $80.9K
Q3 2023
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
103K
New
$7.72M - $8.39M
103K $11.2M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
48K
+ 1077.56%
$3.58M - $3.89M
52.4K $5.65M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
8.72K
New
$651K - $707K
8.72K $940K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
7.28K
New
$543K - $590K
7.28K $784K
Nov 14, 2023 Q3 2023
Edge Rock Capital LLC

BUY
 -
3.03K
New
$226K - $246K
3.03K $326K
Nov 07, 2023 Q3 2023
Zevin Asset Management LLC

BUY
 -
3.03K
New
$226K - $245K
3.03K $326K
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
1.3K
+ 20.12%
$96.7K - $105K
7.73K $833K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
780
+ 4.87%
$58.2K - $63.3K
16.8K $1.81M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
100
New
$7.47K - $8.11K
100 $10.8K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
85
+ 3.65%
$6.35K - $6.89K
2.42K $260K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
60
New
$4.48K - $4.87K
60 $6.47K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
30
New
$2.24K - $2.43K
30 $3.23K
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
30
+ 1.09%
$2.24K - $2.43K
2.78K $299K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
17
New
$1.27K - $1.38K
17 $1.83K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
8
+ 0.28%
$597 - $649
2.87K $309K
Q2 2023
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
19.2K
New
$1.35M - $1.5M
19.2K $2.07M
Aug 11, 2023 Q2 2023
Becker Capital Management Inc

BUY
 -
17.1K
New
$1.21M - $1.34M
17.1K $1.85M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
8.4K
New
$591K - $658K
8.4K $905K
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
3.59K
New
$252K - $281K
3.59K $386K
Aug 07, 2023 Q2 2023
Rb Capital Management, LLC

BUY
 -
2.71K
New
$191K - $212K
2.71K $292K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
1.63K
New
$115K - $127K
1.63K $175K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
921
New
$64.8K - $72.2K
921 $99.3K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
626
+ 21.13%
$44.1K - $49K
3.59K $387K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
450
New
$31.7K - $35.3K
450 $48.5K
Sep 01, 2023 Q2 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
206
+ 2.2%
$14.5K - $16.1K
9.55K $1.03M
Jul 12, 2023 Q2 2023
Piscataqua Savings Bank

BUY
 -
55
+ 8.38%
$3.87K - $4.31K
711 $76.7K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
25
New
$1.76K - $1.96K
25 $2.7K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
7
+ 0.03%
$493 - $548
25.4K $2.74M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
3
+ 0.07%
$211 - $235
4.2K $453K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
3
New
$211 - $235
3 $323
Q1 2023
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
24.8K
New
$1.62M - $1.82M
24.8K $2.67M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
4.78K
New
$312K - $351K
4.78K $515K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
4.18K
New
$273K - $307K
4.18K $451K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
3.03K
New
$198K - $223K
3.03K $326K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.92K
New
$191K - $215K
2.92K $315K
May 15, 2023 Q1 2023
Greytown Advisors Inc.

Miami, FL
BUY
 -
2.91K
New
$190K - $214K
2.91K $314K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.83K
New
$185K - $208K
2.83K $305K
May 11, 2023 Q1 2023
De Dora Capital, Inc.

BUY
 -
2.8K
New
$183K - $206K
2.8K $302K

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