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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.59KNew |
$251K - $284K
|
2.59K
$272K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 91.4% |
$250K - $283K
|
5.41K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.51K+ 10.16% |
$243K - $275K
|
27.2K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.51K+ 7.73% |
$243K - $274K
|
34.9K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.48KNew |
$240K - $272K
|
2.48K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.48K+ 99.04% |
$240K - $271K
|
4.98K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.48K+ 3.77% |
$240K - $271K
|
68.2K
$7.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 2.06% |
$236K - $266K
|
120K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.43KNew |
$236K - $266K
|
2.43K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$235K - $265K
|
2.42K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$233K - $264K
|
2.41K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$231K - $261K
|
2.39K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.38K+ 75.76% |
$230K - $260K
|
5.52K
$579K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 1.58% |
$222K - $251K
|
148K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.28K+ 11.26% |
$221K - $249K
|
22.5K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.26K+ 4.81% |
$219K - $247K
|
49.3K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.16KNew |
$210K - $237K
|
2.16K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.13KNew |
$207K - $233K
|
2.13K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.11K+ 13.84% |
$204K - $231K
|
17.3K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.07KNew |
$201K - $227K
|
2.07K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.06K+ 6.47% |
$200K - $226K
|
34K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.92K+ 2.52% |
$186K - $211K
|
78.2K
$8.22M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.92K+ 22.15% |
$186K - $210K
|
10.6K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.74K+ 22.54% |
$169K - $191K
|
9.48K
$996K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.73K+ 5.49% |
$168K - $190K
|
33.3K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.63K+ 3.49% |
$158K - $178K
|
48.2K
$5.06M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.61KNew |
$156K - $176K
|
1.61K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.57K+ 26.34% |
$152K - $171K
|
7.51K
$789K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.57K+ 3.87% |
$152K - $171K
|
42K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 15.4% |
$144K - $162K
|
11.1K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.37K+ 6.94% |
$133K - $150K
|
21.1K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.34KNew |
$130K - $147K
|
1.34K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.34K+ 2.42% |
$129K - $146K
|
56.5K
$5.94M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$129K - $146K
|
1.33K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.26K+ 15.17% |
$122K - $138K
|
9.56K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.24K+ 14.45% |
$120K - $135K
|
9.78K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 29.72% |
$111K - $125K
|
4.99K
$524K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.12K+ 36.96% |
$108K - $122K
|
4.14K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 8.3% |
$105K - $118K
|
14.1K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06K+ 0.21% |
$103K - $116K
|
506K
$53.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 25.58% |
$99.5K - $112K
|
5.04K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 63.46% |
$97.3K - $110K
|
2.59K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
993+ 14.23% |
$96.3K - $109K
|
7.97K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
990New |
$96K - $108K
|
990
$104K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
958+ 23.37% |
$92.9K - $105K
|
5.06K
$531K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
935+ 48.95% |
$90.6K - $102K
|
2.85K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
814+ 11.37% |
$78.9K - $89.1K
|
7.97K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
782+ 7.96% |
$75.8K - $85.6K
|
10.6K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
770+ 31.82% |
$74.6K - $84.3K
|
3.19K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
759+ 10.2% |
$73.6K - $83.1K
|
8.2K
$861K
|