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 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4- 0.04% |
$348 - $439
|
9.53K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 1.12% |
$435 - $548
|
440
$52.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5- 0.08% |
$435 - $548
|
6.62K
$785K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8- 0.52% |
$695 - $877
|
1.52K
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 0.37% |
$695 - $877
|
2.16K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8- 0.11% |
$695 - $877
|
7.14K
$846K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.13% |
$782 - $987
|
6.95K
$824K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.31% |
$956 - $1.21K
|
3.54K
$420K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-11- 0.45% |
$956 - $1.21K
|
2.42K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 0.02% |
$1.22K - $1.53K
|
61.4K
$7.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-16- 0.02% |
$1.39K - $1.75K
|
82.1K
$9.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.82% |
$1.56K - $1.97K
|
2.18K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-19- 0.31% |
$1.65K - $2.08K
|
6.15K
$729K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.96% |
$2K - $2.52K
|
2.37K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-23- 0.05% |
$2K - $2.52K
|
45.6K
$5.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.05% |
$2.17K - $2.74K
|
2.36K
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-28- 0.31% |
$2.43K - $3.07K
|
8.95K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29- 0.74% |
$2.52K - $3.18K
|
3.88K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-30- 4.39% |
$2.61K - $3.29K
|
653
$77.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-33- 11.83% |
$2.87K - $3.62K
|
246
$29.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-39- 0.43% |
$3.39K - $4.28K
|
8.94K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 0.3% |
$3.82K - $4.82K
|
14.4K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-48- 5.21% |
$4.17K - $5.26K
|
873
$103K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48- 0.96% |
$4.17K - $5.26K
|
4.95K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.33% |
$4.35K - $5.48K
|
15.3K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-52- 1.24% |
$4.52K - $5.7K
|
4.14K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-53- 0.16% |
$4.61K - $5.81K
|
33.3K
$3.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-57- 0.65% |
$4.96K - $6.25K
|
8.66K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-57- 7.5% |
$4.96K - $6.25K
|
703
$83.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-58- 3.86% |
$5.04K - $6.36K
|
1.44K
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.63% |
$5.13K - $6.47K
|
9.29K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-67- 1.81% |
$5.82K - $7.35K
|
3.64K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-71- 0.89% |
$6.17K - $7.78K
|
7.9K
$936K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-74- 3.57% |
$6.43K - $8.11K
|
2K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-75- 2.12% |
$6.52K - $8.22K
|
3.46K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-80- 1.02% |
$6.95K - $8.77K
|
7.76K
$920K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-85- 5.66% |
$7.39K - $9.32K
|
1.42K
$168K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-86- 0.98% |
$7.48K - $9.43K
|
8.71K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-90- 0.3% |
$7.82K - $9.87K
|
29.5K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-91- 1.81% |
$7.91K - $9.98K
|
4.93K
$584K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-96- 2.12% |
$8.35K - $10.5K
|
4.44K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.9% |
$8.52K - $10.7K
|
482
$57.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-106- 2.18% |
$9.21K - $11.6K
|
4.75K
$563K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-110- 0.29% |
$9.56K - $12.1K
|
37.4K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-115- 0.97% |
$10K - $12.6K
|
11.8K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-117- 2.31% |
$10.2K - $12.8K
|
4.95K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-120- 3.13% |
$10.4K - $13.2K
|
3.71K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-120- 4.1% |
$10.4K - $13.2K
|
2.81K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-124- 5.7% |
$10.8K - $13.6K
|
2.05K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-154- 5.1% |
$13.4K - $16.9K
|
2.87K
$340K
|