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 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.51K- 4.04% |
$146K - $165K
|
35.9K
$3.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.52K- 26.31% |
$147K - $166K
|
4.26K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.6K- 21.71% |
$155K - $175K
|
5.76K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 16.6% |
$163K - $184K
|
8.46K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 18.43% |
$165K - $186K
|
7.53K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.99K- 1.08% |
$193K - $218K
|
182K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.1K- 2.49% |
$203K - $230K
|
82.1K
$8.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.37K- 9.2% |
$230K - $260K
|
23.4K
$2.46M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.46K- 31.15% |
$238K - $269K
|
5.43K
$571K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.87K- 11.76% |
$278K - $314K
|
21.5K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3K- 17.54% |
$290K - $328K
|
14.1K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-3K- 96.84% |
$291K - $328K
|
98
$10.3K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.03K- 12.55% |
$294K - $332K
|
21.1K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.05K- 15.01% |
$296K - $334K
|
17.3K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.65K- 1.77% |
$354K - $400K
|
203K
$21.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-3.67K- 0.65% |
$356K - $402K
|
559K
$58.7M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3.76K- 5.77% |
$364K - $412K
|
61.4K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95KClosed |
$383K - $433K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.1K- 43.07% |
$398K - $449K
|
5.42K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-4.11K- 20.25% |
$398K - $450K
|
16.2K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.45K- 4.17% |
$432K - $488K
|
102K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.78K- 6.47% |
$464K - $524K
|
69.1K
$7.26M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-4.83K- 3.45% |
$468K - $529K
|
135K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-6.47K- 19.31% |
$627K - $709K
|
27K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-6.54K- 25.42% |
$634K - $716K
|
19.2K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-6.99K- 28.31% |
$677K - $765K
|
17.7K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.18K- 2.51% |
$696K - $786K
|
278K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-7.22K- 99.94% |
$700K - $791K
|
4
$420
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.4K- 1.88% |
$717K - $810K
|
385K
$40.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7.5K- 36.6% |
$727K - $821K
|
13K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.16K- 5.73% |
$791K - $893K
|
134K
$14.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.97K- 13.78% |
$869K - $982K
|
56.1K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.58K- 4.68% |
$928K - $1.05M
|
195K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.3K- 31.39% |
$1.1M - $1.24M
|
24.7K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 43.49% |
$1.15M - $1.3M
|
15.4K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.9K- 60.31% |
$1.15M - $1.3M
|
7.84K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.8K- 69.09% |
$1.53M - $1.73M
|
7.08K
$744K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 77.12% |
$2.09M - $2.36M
|
6.41K
$673K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-21.9K- 43.09% |
$2.12M - $2.39M
|
28.9K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.9K- 89.75% |
$2.12M - $2.4M
|
2.5K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.8K- 8.46% |
$2.21M - $2.5M
|
247K
$25.9M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-28.5K- 7.57% |
$2.76M - $3.12M
|
348K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.2K- 10.23% |
$3.03M - $3.42M
|
274K
$28.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.7K- 15.07% |
$3.36M - $3.8M
|
196K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-67K- 32.7% |
$6.49M - $7.33M
|
138K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-75.9K- 16.89% |
$7.36M - $8.31M
|
373K
$39.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148K- 66.13% |
$14.3M - $16.2M
|
75.5K
$7.93M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-250K- 98.54% |
$24.3M - $27.4M
|
3.71K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Visa Foundation
|
SELL
|
- |
-270K- 16.6% |
$26.2M - $29.6M
|
1.36M
$142M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-314K- 45.29% |
$30.4M - $34.4M
|
379K
$39.9M
|