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 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
736+ 9.13% |
$71.3K - $80.6K
|
8.8K
$924K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
735+ 17.03% |
$71.2K - $80.5K
|
5.05K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
729+ 5.65% |
$70.7K - $79.8K
|
13.6K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
720+ 0.41% |
$69.8K - $78.8K
|
177K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
709+ 1.18% |
$68.7K - $77.6K
|
60.5K
$6.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
672+ 8.39% |
$65.1K - $73.6K
|
8.68K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
635+ 7.86% |
$61.6K - $69.5K
|
8.71K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
626+ 4.04% |
$60.7K - $68.6K
|
16.1K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
615+ 12.62% |
$59.6K - $67.3K
|
5.49K
$577K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
578+ 1.98% |
$56K - $63.3K
|
29.8K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
557+ 6.2% |
$54K - $61K
|
9.53K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
550+ 10.8% |
$53.3K - $60.2K
|
5.64K
$593K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
550+ 5.19% |
$53.3K - $60.2K
|
11.2K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
548+ 13.74% |
$53.1K - $60K
|
4.54K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
538+ 1.6% |
$52.1K - $58.9K
|
34.2K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
505+ 2.93% |
$48.9K - $55.3K
|
17.7K
$1.86M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$48.5K - $54.8K
|
500
$52.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
424+ 9.57% |
$41.1K - $46.4K
|
4.86K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
421+ 16.54% |
$40.8K - $46.1K
|
2.97K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
415+ 2.06% |
$40.2K - $45.4K
|
20.5K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
403+ 34.36% |
$39.1K - $44.1K
|
1.58K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
391+ 4.08% |
$37.9K - $42.8K
|
9.99K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
348+ 0.58% |
$33.7K - $38.1K
|
60K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
325+ 2.57% |
$31.5K - $35.6K
|
12.9K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
323+ 0.15% |
$31.3K - $35.4K
|
219K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309+ 39.26% |
$30K - $33.8K
|
1.1K
$115K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
306+ 0.22% |
$29.7K - $33.5K
|
138K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
305+ 5.4% |
$29.6K - $33.4K
|
5.95K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
297+ 11.46% |
$28.8K - $32.5K
|
2.89K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
283+ 5.95% |
$27.4K - $31K
|
5.04K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
281+ 0.53% |
$27.2K - $30.8K
|
53.3K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
279+ 2.43% |
$27K - $30.6K
|
11.7K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
279New |
$27K - $30.6K
|
279
$29.3K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
266+ 8.97% |
$25.8K - $29.1K
|
3.23K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
246+ 5.22% |
$23.8K - $26.9K
|
4.96K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
245+ 11.45% |
$23.7K - $26.8K
|
2.39K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
241+ 3.03% |
$23.4K - $26.4K
|
8.2K
$861K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
235+ 5.33% |
$22.8K - $25.7K
|
4.64K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
233+ 9.7% |
$22.6K - $25.5K
|
2.64K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
231+ 7.56% |
$22.4K - $25.3K
|
3.29K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
211+ 3.5% |
$20.5K - $23.1K
|
6.25K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
204+ 2.69% |
$19.8K - $22.3K
|
7.79K
$818K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
202+ 1.05% |
$19.6K - $22.1K
|
19.5K
$2.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
195+ 7.89% |
$18.9K - $21.4K
|
2.67K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
189+ 6.04% |
$18.3K - $20.7K
|
3.32K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
188+ 44.87% |
$18.2K - $20.6K
|
607
$63.8K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
171+ 0.76% |
$16.6K - $18.7K
|
22.5K
$2.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 59.64% |
$16.2K - $18.3K
|
447
$46.9K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
156+ 1.92% |
$15.1K - $17.1K
|
8.28K
$869K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
150+ 1.84% |
$14.5K - $16.4K
|
8.3K
$871K
|