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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$956 - $1.21K
|
6.36K
$753K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.1% |
$956 - $1.21K
|
11.2K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 2.9% |
$869 - $1.1K
|
355
$42.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
10+ 0.26% |
$869 - $1.1K
|
3.92K
$465K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.13% |
$869 - $1.1K
|
7.75K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
9+ 0.23% |
$782 - $987
|
3.93K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
9+ 0.24% |
$782 - $987
|
3.72K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 8.25% |
$695 - $877
|
105
$12.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.14% |
$695 - $877
|
5.86K
$694K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.25% |
$695 - $877
|
3.21K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 1.45% |
$695 - $877
|
560
$66.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.22% |
$695 - $877
|
3.6K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.22% |
$609 - $767
|
3.24K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7+ 0.25% |
$609 - $767
|
2.84K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.23% |
$609 - $767
|
3K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.14% |
$609 - $767
|
5.04K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 0.6% |
$609 - $767
|
1.17K
$139K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.23% |
$522 - $658
|
2.56K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
5+ 0.11% |
$435 - $548
|
4.65K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.17% |
$435 - $548
|
2.9K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.23% |
$435 - $548
|
2.17K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.1% |
$348 - $439
|
4.14K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.09% |
$348 - $439
|
4.28K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.2% |
$348 - $439
|
1.99K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4+ 0.01% |
$348 - $439
|
42.7K
$5.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 2.31% |
$348 - $439
|
177
$21K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.02% |
$261 - $329
|
12.4K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.29% |
$261 - $329
|
1.03K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$261 - $329
|
3
$356
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.6% |
$261 - $329
|
503
$59.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$174 - $219
|
1.16K
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.33% |
$174 - $219
|
617
$73.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.29% |
$174 - $219
|
682
$80.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.04% |
$174 - $219
|
4.75K
$563K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.01% |
$174 - $219
|
27.6K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$174 - $219
|
4.23K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.07% |
$174 - $219
|
2.84K
$337K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.23% |
$86.9 - $110
|
440
$52.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.45% |
$86.9 - $110
|
225
$26.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
$86.9 - $110
|
29
$3.44K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$86.9 - $110
|
247
$29.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$86.9 - $110
|
17.7K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.21% |
$86.9 - $110
|
474
$56.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.45% |
$86.9 - $110
|
221
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.43% |
$86.9 - $110
|
231
$27.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.44% |
$86.9 - $110
|
42
$4.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-2- 0.03% |
$174 - $219
|
6.02K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3- 0.03% |
$261 - $329
|
11.5K
$1.37M
|