Purchases and Sales Made in Q1 2025 in Vanguard World Fd Esg U.S. Sto (ESGV)
This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG U.S. STO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
19.4K+ 170.61% |
$1.88M - $2.12M
|
30.7K
$3M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.34K+ 13.23% |
$614K - $694K
|
54.2K
$5.29M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$363K - $410K
|
3.74K
$365K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
195+ 7.89% |
$18.9K - $21.4K
|
2.67K
$260K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
188+ 44.87% |
$18.2K - $20.6K
|
607
$59.2K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 59.64% |
$16.2K - $18.3K
|
447
$43.6K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
138+ 2.22% |
$13.4K - $15.1K
|
6.35K
$619K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 1.91% |
$12.2K - $13.8K
|
6.72K
$655K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-53- 6.52% |
$5.14K - $5.8K
|
760
$74.1K
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-234- 0.66% |
$22.7K - $25.6K
|
35.3K
$3.45M
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-473- 0.71% |
$45.8K - $51.8K
|
65.8K
$6.42M
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-3.67K- 0.65% |
$356K - $402K
|
559K
$54.5M
|