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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
827K+ 97.49% |
$80.1M - $90.5M
|
1.67M
$176M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
148K+ 4.84% |
$14.4M - $16.2M
|
3.22M
$338M
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
118KNew |
$11.4M - $12.9M
|
118K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
94.9K+ 22.92% |
$9.2M - $10.4M
|
509K
$53.4M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
81.6K+ 22.73% |
$7.91M - $8.93M
|
440K
$46.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
77.9K+ 360.77% |
$7.55M - $8.53M
|
99.4K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 13.76% |
$6.69M - $7.56M
|
571K
$60M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
57.9K+ 4.01% |
$5.61M - $6.34M
|
1.5M
$158M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
49K+ 14.68% |
$4.75M - $5.36M
|
383K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.5K+ 20.41% |
$4.21M - $4.76M
|
256K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
42.7K+ 50.35% |
$4.14M - $4.68M
|
128K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
30.8KNew |
$2.99M - $3.37M
|
30.8K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
30.6K+ 18.49% |
$2.96M - $3.35M
|
196K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
28.9K+ 5.63% |
$2.8M - $3.17M
|
543K
$57M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.9K+ 21.51% |
$2.8M - $3.16M
|
163K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.4K+ 26.24% |
$2.17M - $2.45M
|
108K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.3K+ 10.65% |
$2.17M - $2.45M
|
232K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.15M - $2.42M
|
22.1K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
22K+ 9.11% |
$2.13M - $2.41M
|
264K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$2.08M - $2.35M
|
21.5K
$2.25M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
19.4K+ 170.61% |
$1.88M - $2.12M
|
30.7K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
19K+ 5.96% |
$1.84M - $2.08M
|
338K
$35.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.4K+ 104.21% |
$1.59M - $1.79M
|
32.1K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16.2K+ 7.49% |
$1.57M - $1.77M
|
232K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 10.88% |
$1.5M - $1.7M
|
158K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.9KNew |
$1.44M - $1.63M
|
14.9K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
14.8K+ 3.9% |
$1.43M - $1.62M
|
394K
$41.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
14K+ 550.02% |
$1.36M - $1.54M
|
16.6K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
13.2KNew |
$1.28M - $1.45M
|
13.2K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
13.1K+ 2.88% |
$1.27M - $1.44M
|
469K
$49.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 5.03% |
$1.18M - $1.33M
|
254K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
11.8K+ 8.75% |
$1.14M - $1.29M
|
147K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 6.94% |
$1.14M - $1.28M
|
181K
$19M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
11.7K+ 243.73% |
$1.13M - $1.28M
|
16.5K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.2K+ 299.23% |
$1.09M - $1.23M
|
14.9K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.08M - $1.22M
|
11.2K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11K+ 7.69% |
$1.07M - $1.2M
|
154K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
10.4K+ 3.34% |
$1.01M - $1.14M
|
322K
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2K+ 0.82% |
$985K - $1.11M
|
1.25M
$132M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.23K+ 164.53% |
$894K - $1.01M
|
14.8K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$872K - $985K
|
9K
$945K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8.33KNew |
$807K - $912K
|
8.33K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
8.27K+ 66.61% |
$802K - $906K
|
20.7K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.95KNew |
$770K - $870K
|
7.95K
$835K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.75K+ 5.97% |
$751K - $849K
|
138K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.7KNew |
$746K - $843K
|
7.7K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.76K+ 1.61% |
$655K - $740K
|
427K
$44.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.6KNew |
$640K - $723K
|
6.6K
$693K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.56K+ 11.9% |
$635K - $718K
|
61.6K
$6.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 4.84% |
$633K - $715K
|
142K
$14.9M
|