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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148K- 66.13% |
$14.3M - $16.2M
|
75.5K
$8.95M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-250K- 98.54% |
$24.3M - $27.4M
|
3.71K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Visa Foundation
|
SELL
|
- |
-270K- 16.6% |
$26.2M - $29.6M
|
1.36M
$161M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-314K- 45.29% |
$30.4M - $34.4M
|
379K
$45M
|