Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.41K- 3.52% |
$558K - $703K
|
176K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.81K- 13.15% |
$679K - $857K
|
51.6K
$6.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.73K- 14.08% |
$846K - $1.07M
|
59.4K
$7.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-9.78K- 2.48% |
$850K - $1.07M
|
384K
$45.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.84K- 7.14% |
$856K - $1.08M
|
128K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-10.1K- 5.17% |
$881K - $1.11M
|
186K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 68.1% |
$882K - $1.11M
|
4.75K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.4K- 13.34% |
$907K - $1.14M
|
67.8K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 4.9% |
$1.19M - $1.5M
|
265K
$31.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-14.1K- 15.96% |
$1.22M - $1.54M
|
74.1K
$8.78M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 11.14% |
$1.31M - $1.65M
|
120K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
SELL
|
- |
-15.8K- 38.76% |
$1.37M - $1.73M
|
24.9K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-17.8K- 48.53% |
$1.55M - $1.95M
|
18.9K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-19.7K- 33.37% |
$1.71M - $2.16M
|
39.3K
$4.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-23.5K- 23.63% |
$2.04M - $2.58M
|
75.9K
$9M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-23.8K- 12.22% |
$2.07M - $2.61M
|
171K
$20.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-28.2K- 15.94% |
$2.45M - $3.09M
|
149K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-40.1K- 29.03% |
$3.48M - $4.39M
|
97.9K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.3K- 20.6% |
$3.5M - $4.42M
|
155K
$18.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-53.4K- 9.84% |
$4.64M - $5.86M
|
489K
$58M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-56.4K- 64.03% |
$4.9M - $6.18M
|
31.7K
$3.75M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.8K- 96.4% |
$5.29M - $6.67M
|
2.27K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-97.1K- 76.05% |
$8.44M - $10.6M
|
30.6K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-141K- 37.72% |
$12.2M - $15.4M
|
233K
$27.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-143K- 93.13% |
$12.5M - $15.7M
|
10.6K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Visa Foundation
|
SELL
|
- |
-184K- 13.53% |
$16M - $20.1M
|
1.17M
$139M
|