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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$775 - $876
|
3.44K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.26% |
$679 - $767
|
2.65K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.25% |
$679 - $767
|
2.83K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.26% |
$679 - $767
|
2.74K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.27% |
$679 - $767
|
2.56K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.05% |
$582 - $657
|
12.6K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.28% |
$582 - $657
|
2.17K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
6+ 0.11% |
$582 - $657
|
5.53K
$581K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.28% |
$582 - $657
|
2.16K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
6+ 8.11% |
$582 - $657
|
80
$8.4K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.25% |
$485 - $548
|
1.99K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.18% |
$388 - $438
|
2.19K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
4+ 0.02% |
$388 - $438
|
22.7K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4+ 0.08% |
$388 - $438
|
5.07K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.06% |
$388 - $438
|
6.85K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$388 - $438
|
4.28K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.29% |
$291 - $329
|
1.03K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.67% |
$194 - $219
|
300
$31.5K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2+ 0.05% |
$194 - $219
|
4.02K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.46% |
$194 - $219
|
439
$46.1K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.07% |
$194 - $219
|
2.84K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.07% |
$96.9 - $110
|
1.5K
$158K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.67% |
$96.9 - $110
|
151
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$96.9 - $110
|
354
$37.2K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$96.9 - $110
|
1.16K
$121K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$96.9 - $110
|
1.93K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$96.9 - $110
|
16.2K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.21% |
$96.9 - $110
|
473
$49.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$96.9 - $110
|
345
$36.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.04% |
$96.9 - $110
|
2.39K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.0% |
$96.9 - $110
|
27.6K
$2.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.15% |
$96.9 - $110
|
680
$71.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$96.9 - $110
|
1.26K
$133K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$96.9 - $110
|
173
$18.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$96.9 - $110
|
4.19K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 3.45% |
$96.9 - $110
|
28
$2.94K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-4- 0.15% |
$388 - $438
|
2.74K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.08% |
$388 - $438
|
5.23K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6- 0.37% |
$582 - $657
|
1.63K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.01% |
$582 - $657
|
59K
$6.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6- 2.79% |
$582 - $657
|
209
$22K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7- 0.29% |
$679 - $767
|
2.43K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$1.45K - $1.64K
|
9.35K
$982K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-15- 0.23% |
$1.45K - $1.64K
|
6.47K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15- 0.47% |
$1.45K - $1.64K
|
3.19K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.14% |
$1.94K - $2.19K
|
14.4K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 1.72% |
$2.23K - $2.52K
|
1.32K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-23- 0.18% |
$2.23K - $2.52K
|
13K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-34- 1.32% |
$3.3K - $3.72K
|
2.55K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-35- 0.43% |
$3.39K - $3.83K
|
8.05K
$845K
|