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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18- 0.14% |
$1.3K - $1.54K
|
12.9K
$1.54M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.89K- 4.53% |
$290K - $315K
|
81.8K
$9.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-117- 98.32% |
$8.73K - $9.49K
|
2
$238
|
|
|
Dec 08, 2025
Q3 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-100- 3.51% |
$7.47K - $8.11K
|
2.75K
$326K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47.8K- 49.44% |
$3.37M - $3.75M
|
48.9K
$5.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23.2K- 3.33% |
$1.63M - $1.82M
|
673K
$80M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.52K- 15.61% |
$107K - $119K
|
8.2K
$974K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.04K- 4.85% |
$73.1K - $81.4K
|
20.4K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-617- 1.43% |
$43.4K - $48.3K
|
42.5K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-487- 6.46% |
$34.3K - $38.2K
|
7.05K
$838K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-264- 39.76% |
$18.6K - $20.7K
|
400
$47.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-225- 1.27% |
$15.8K - $17.6K
|
17.5K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-201- 3.52% |
$14.1K - $15.7K
|
5.51K
$655K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-170- 3.21% |
$12K - $13.3K
|
5.12K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 0.18% |
$7.04K - $7.83K
|
54.7K
$6.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-39- 0.54% |
$2.75K - $3.06K
|
7.24K
$861K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 1.38% |
$422 - $470
|
429
$51K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-64.7KClosed |
$4.22M - $4.76M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.93K- 32.31% |
$191K - $215K
|
6.13K
$728K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 21.51% |
$87.3K - $98.3K
|
4.88K
$580K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-89- 7.52% |
$5.81K - $6.55K
|
1.09K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37- 56.92% |
$2.41K - $2.72K
|
28
$3.33K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 7.0% |
$2.28K - $2.57K
|
465
$55.3K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-39.4K- 73.99% |
$2.46M - $2.79M
|
13.9K
$1.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-14.9K- 32.83% |
$929K - $1.05M
|
30.5K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.21K- 61.3% |
$75.3K - $85.4K
|
762
$90.6K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-873Closed |
$54.5K - $61.8K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-651- 16.36% |
$40.6K - $46.1K
|
3.33K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-186- 22.01% |
$11.6K - $13.2K
|
659
$78.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-117- 0.95% |
$7.3K - $8.28K
|
12.2K
$1.44M
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.3K- 44.08% |
$773K - $940K
|
15.6K
$1.85M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.03KClosed |
$316K - $385K
|
0
$0
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.02KClosed |
$253K - $308K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.69KClosed |
$232K - $283K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.61KClosed |
$227K - $277K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.6K- 18.67% |
$101K - $122K
|
6.97K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-935- 10.51% |
$58.8K - $71.6K
|
7.96K
$946K
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-365- 9.98% |
$23K - $27.9K
|
3.29K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-208- 0.96% |
$13.1K - $15.9K
|
21.5K
$2.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
SELL
|
- |
-58- 1.69% |
$3.65K - $4.44K
|
3.37K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8- 0.02% |
$503 - $612
|
32.8K
$3.89M
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.6KClosed |
$1.57M - $2.02M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-20.6KClosed |
$1.32M - $1.7M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-12.9KClosed |
$826K - $1.06M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-10KClosed |
$640K - $822K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.69KClosed |
$364K - $468K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.61KClosed |
$231K - $297K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34KClosed |
$214K - $274K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
$184K - $237K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.87KClosed |
$183K - $236K
|
0
$0
|
|