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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
144New |
$14K - $15.8K
|
144
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
140+ 1.58% |
$13.6K - $15.3K
|
8.98K
$943K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
138+ 2.22% |
$13.4K - $15.1K
|
6.35K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
129+ 4.73% |
$12.5K - $14.1K
|
2.85K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 1.91% |
$12.2K - $13.8K
|
6.72K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
120+ 0.2% |
$11.6K - $13.1K
|
59.2K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
110+ 1.82% |
$10.7K - $12K
|
6.17K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106New |
$10.3K - $11.6K
|
106
$11.1K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
98+ 1.04% |
$9.5K - $10.7K
|
9.51K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 3.29% |
$9.01K - $10.2K
|
2.92K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
88+ 0.26% |
$8.53K - $9.64K
|
33.4K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
85+ 0.52% |
$8.24K - $9.31K
|
16.6K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82+ 1.29% |
$7.95K - $8.98K
|
6.43K
$675K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73+ 0.79% |
$7.08K - $7.99K
|
9.29K
$976K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
68+ 0.33% |
$6.59K - $7.45K
|
20.4K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
65+ 1.84% |
$6.3K - $7.12K
|
3.59K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
61+ 1.02% |
$5.91K - $6.68K
|
6.02K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
55+ 7.45% |
$5.33K - $6.02K
|
793
$83.3K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 0.86% |
$4.85K - $5.48K
|
5.83K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
50+ 2.34% |
$4.85K - $5.48K
|
2.19K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.22% |
$4.85K - $5.48K
|
23K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
50+ 1.22% |
$4.85K - $5.48K
|
4.14K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
43+ 0.46% |
$4.17K - $4.71K
|
9.3K
$977K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 4.71% |
$3.68K - $4.16K
|
844
$88.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
38+ 0.26% |
$3.68K - $4.16K
|
14.4K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 0.29% |
$3.1K - $3.5K
|
11.2K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
32+ 0.58% |
$3.1K - $3.5K
|
5.52K
$580K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
32+ 0.26% |
$3.1K - $3.5K
|
12.1K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 0.18% |
$2.71K - $3.07K
|
15.3K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 0.46% |
$2.62K - $2.96K
|
5.85K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25+ 1.14% |
$2.42K - $2.74K
|
2.23K
$234K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.56% |
$2.33K - $2.63K
|
4.29K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22+ 0.47% |
$2.13K - $2.41K
|
4.75K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.94K - $2.19K
|
7.55K
$793K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.27% |
$1.94K - $2.19K
|
7.34K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.65K - $1.86K
|
3.52K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
16+ 0.13% |
$1.55K - $1.75K
|
11.9K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15+ 0.24% |
$1.45K - $1.64K
|
6.35K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14+ 3.58% |
$1.36K - $1.53K
|
405
$42.5K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.4% |
$1.07K - $1.2K
|
2.78K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.13% |
$969 - $1.1K
|
7.74K
$813K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10+ 0.3% |
$969 - $1.1K
|
3.36K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$969 - $1.1K
|
10
$1.05K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.08% |
$872 - $986
|
10.8K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 0.25% |
$872 - $986
|
3.6K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8+ 0.03% |
$775 - $876
|
28.2K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.2% |
$775 - $876
|
4.1K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.25% |
$775 - $876
|
3.21K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8+ 0.53% |
$775 - $876
|
1.53K
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 0.27% |
$775 - $876
|
3K
$315K
|