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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.34K+ 13.23% |
$614K - $694K
|
54.2K
$5.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.17KNew |
$598K - $676K
|
6.17K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6KNew |
$582K - $657K
|
6K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.91K+ 36.71% |
$573K - $647K
|
22K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.63K+ 6.82% |
$546K - $617K
|
88.2K
$9.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
5.38K+ 15.23% |
$522K - $589K
|
40.7K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.37KNew |
$521K - $589K
|
5.37K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.37K+ 9.97% |
$520K - $588K
|
59.2K
$6.22M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.2K+ 590.8% |
$504K - $569K
|
6.08K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
5.08K+ 22.35% |
$492K - $556K
|
27.8K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.99K+ 8.58% |
$484K - $546K
|
63.2K
$6.63M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.95K+ 102.04% |
$480K - $542K
|
9.8K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.87KNew |
$472K - $533K
|
4.87K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.75KNew |
$460K - $520K
|
4.75K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.65K+ 106.87% |
$451K - $510K
|
9.01K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$448K - $506K
|
4.62K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.6K+ 3.26% |
$446K - $504K
|
146K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.6K+ 21.17% |
$445K - $503K
|
26.3K
$2.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4.58K+ 16.69% |
$444K - $502K
|
32K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
4.57KNew |
$442K - $500K
|
4.57K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.37KNew |
$423K - $478K
|
4.37K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 149.98% |
$416K - $470K
|
7.16K
$752K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.23K+ 12.54% |
$410K - $463K
|
38K
$3.99M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.17K+ 9.29% |
$404K - $457K
|
49K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.08K+ 16.52% |
$395K - $447K
|
28.8K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4K+ 4.18% |
$388K - $438K
|
99.7K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.91KNew |
$379K - $429K
|
3.91K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.89K+ 625.76% |
$377K - $426K
|
4.51K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 79.55% |
$369K - $417K
|
8.6K
$903K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.74KNew |
$363K - $410K
|
3.74K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.69K+ 55.16% |
$357K - $404K
|
10.4K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.5KNew |
$340K - $384K
|
3.5K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.44K+ 3.07% |
$334K - $377K
|
115K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 18.07% |
$323K - $365K
|
21.8K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.26KNew |
$316K - $357K
|
3.26K
$343K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.19KNew |
$309K - $350K
|
3.19K
$335K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$303K - $343K
|
3.13K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.13K+ 1.35% |
$303K - $343K
|
234K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.11K+ 54.18% |
$301K - $340K
|
8.84K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07K+ 44.95% |
$298K - $337K
|
9.91K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.05K+ 1.22% |
$296K - $334K
|
254K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.05K+ 21.68% |
$296K - $334K
|
17.1K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.02KNew |
$293K - $331K
|
3.02K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3K+ 3060.2% |
$291K - $328K
|
3.1K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3K+ 32.29% |
$290K - $328K
|
12.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$288K - $326K
|
2.97K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 3.37% |
$278K - $314K
|
87.9K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.82K+ 1.93% |
$274K - $309K
|
149K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.66KNew |
$258K - $292K
|
2.66K
$280K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.64KNew |
$256K - $289K
|
2.64K
$277K
|