Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.98M- 59.1% |
$364M - $404M
|
2.75M
$297M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 19.79% |
$10.3M - $11.4M
|
455K
$49M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.3K- 26.9% |
$7.15M - $7.96M
|
213K
$22.9M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.6K- 7.9% |
$2.8M - $3.12M
|
357K
$38.5M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-23.5K- 14.63% |
$2.15M - $2.39M
|
137K
$14.8M
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-17.1K- 3.01% |
$1.56M - $1.74M
|
550K
$59.3M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.2K- 5.4% |
$1.12M - $1.24M
|
214K
$23.1M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 2.82% |
$1.11M - $1.24M
|
421K
$45.4M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 1.31% |
$998K - $1.11M
|
822K
$88.6M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 5.26% |
$952K - $1.06M
|
188K
$20.2M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.71K- 24.27% |
$887K - $987K
|
30.3K
$3.27M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.64K- 10.56% |
$607K - $675K
|
56.3K
$6.07M
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-6.62K- 13.07% |
$605K - $673K
|
44K
$4.75M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.58K- 3.75% |
$601K - $669K
|
169K
$18.2M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.56K- 16.59% |
$599K - $667K
|
33K
$3.55M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.2K- 51.24% |
$566K - $630K
|
5.9K
$636K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.73K- 2.0% |
$524K - $583K
|
281K
$30.3M
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.24K- 2.03% |
$479K - $532K
|
253K
$27.3M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.37K- 2.98% |
$399K - $444K
|
142K
$15.3M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.28K- 2.28% |
$391K - $435K
|
183K
$19.8M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.18K- 1.99% |
$382K - $424K
|
206K
$22.2M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.91K- 5.73% |
$358K - $398K
|
64.4K
$6.94M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.57K- 3.48% |
$326K - $363K
|
99.1K
$10.7M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.54K- 4.14% |
$323K - $359K
|
81.9K
$8.83M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.15K- 32.86% |
$288K - $320K
|
6.43K
$694K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.14K- 1.65% |
$287K - $320K
|
188K
$20.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 55.65% |
$274K - $305K
|
2.39K
$258K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.84K- 17.6% |
$259K - $288K
|
13.3K
$1.43M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.56K- 11.01% |
$233K - $260K
|
20.6K
$2.23M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.51K- 25.93% |
$229K - $255K
|
7.17K
$773K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.47K- 4.1% |
$226K - $251K
|
57.8K
$6.23M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 4.65% |
$219K - $244K
|
49.1K
$5.29M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 12.99% |
$194K - $216K
|
14.2K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.11K- 8.43% |
$193K - $214K
|
22.9K
$2.47M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.09K- 1.7% |
$191K - $212K
|
121K
$13M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.08K- 9.39% |
$190K - $211K
|
20.1K
$2.16M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.95K- 26.79% |
$178K - $199K
|
5.34K
$575K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.95K- 14.56% |
$178K - $198K
|
11.4K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.95K- 3.71% |
$178K - $198K
|
50.5K
$5.45M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.85K- 38.07% |
$169K - $188K
|
3.02K
$325K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.85K- 0.69% |
$169K - $188K
|
266K
$28.7M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.64K- 12.56% |
$150K - $167K
|
11.4K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 13.66% |
$131K - $145K
|
9.03K
$974K
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
SELL
|
- |
-1.38K- 3.71% |
$126K - $140K
|
35.7K
$3.85M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.29K- 15.23% |
$118K - $131K
|
7.19K
$775K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.26K- 6.8% |
$115K - $128K
|
17.3K
$1.86M
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 27.01% |
$115K - $128K
|
3.4K
$367K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 15.02% |
$113K - $126K
|
7K
$755K
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.2K- 8.55% |
$110K - $122K
|
12.8K
$1.39M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.95% |
$102K - $113K
|
21.4K
$2.31M
|