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 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-38- 0.9% |
$3.68K - $4.16K
|
4.2K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-38- 0.12% |
$3.68K - $4.16K
|
30.7K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 8.55% |
$4.46K - $5.04K
|
492
$51.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-47- 9.31% |
$4.56K - $5.15K
|
458
$48.1K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-50- 1.0% |
$4.85K - $5.48K
|
4.97K
$522K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-52- 0.78% |
$5.04K - $5.69K
|
6.64K
$698K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-53- 6.52% |
$5.14K - $5.8K
|
760
$79.8K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-53- 0.93% |
$5.14K - $5.8K
|
5.63K
$591K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 1.5% |
$5.23K - $5.91K
|
3.55K
$373K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-55- 2.07% |
$5.33K - $6.02K
|
2.6K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-56- 9.21% |
$5.43K - $6.13K
|
552
$58K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-57- 3.93% |
$5.53K - $6.24K
|
1.39K
$146K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-60- 1.18% |
$5.82K - $6.57K
|
5.02K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-66- 8.81% |
$6.4K - $7.23K
|
683
$71.7K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-72- 2.81% |
$6.98K - $7.88K
|
2.49K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-73- 5.9% |
$7.08K - $7.99K
|
1.16K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-74- 1.23% |
$7.17K - $8.1K
|
5.92K
$622K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-74- 1.47% |
$7.17K - $8.1K
|
4.96K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-88- 2.29% |
$8.53K - $9.64K
|
3.75K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-91- 2.39% |
$8.82K - $9.97K
|
3.71K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-96- 0.56% |
$9.31K - $10.5K
|
17.1K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.7% |
$9.69K - $11K
|
3.61K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-100- 2.38% |
$9.69K - $11K
|
4.1K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-101- 2.92% |
$9.79K - $11.1K
|
3.35K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-116- 1.0% |
$11.2K - $12.7K
|
11.5K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-123- 4.14% |
$11.9K - $13.5K
|
2.85K
$299K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 0.79% |
$13.1K - $14.8K
|
17K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-138- 4.09% |
$13.4K - $15.1K
|
3.24K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-140- 0.36% |
$13.6K - $15.3K
|
39.2K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-141- 1.93% |
$13.7K - $15.4K
|
7.15K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-146- 6.54% |
$14.2K - $16K
|
2.09K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-148- 1.18% |
$14.3K - $16.2K
|
12.4K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-153- 1.12% |
$14.8K - $16.8K
|
13.5K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-157- 7.07% |
$15.2K - $17.2K
|
2.07K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-161- 5.39% |
$15.6K - $17.6K
|
2.83K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-175- 0.1% |
$17K - $19.2K
|
167K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-180- 1.59% |
$17.4K - $19.7K
|
11.2K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-187- 16.37% |
$18.1K - $20.5K
|
955
$100K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 6.67% |
$18.4K - $20.8K
|
2.66K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-194- 8.07% |
$18.8K - $21.2K
|
2.21K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-195- 11.48% |
$18.9K - $21.4K
|
1.5K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-217- 5.63% |
$21K - $23.8K
|
3.64K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-225- 7.93% |
$21.8K - $24.6K
|
2.61K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-226- 7.11% |
$21.9K - $24.7K
|
2.95K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-230- 4.05% |
$22.3K - $25.2K
|
5.46K
$573K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-234- 0.66% |
$22.7K - $25.6K
|
35.3K
$3.71M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-235- 7.44% |
$22.8K - $25.7K
|
2.93K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-237- 8.11% |
$23K - $26K
|
2.68K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-254- 9.61% |
$24.6K - $27.8K
|
2.39K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-298- 32.64% |
$28.9K - $32.6K
|
615
$64.6K
|