Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
17K+ 4.43% |
$1.86M - $2.03M
|
401K
$47.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 15.34% |
$1.18M - $1.29M
|
81.2K
$9.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.92K+ 5.08% |
$867K - $943K
|
164K
$19.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.73K+ 3.32% |
$628K - $683K
|
179K
$21.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
5.44K+ 1.1% |
$596K - $648K
|
501K
$59.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.13K+ 0.84% |
$452K - $491K
|
493K
$58.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.5K+ 18.73% |
$383K - $417K
|
22.2K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
2.68KNew |
$293K - $319K
|
2.68K
$317K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.6K+ 2.54% |
$285K - $310K
|
105K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.57K+ 65.26% |
$282K - $306K
|
6.52K
$772K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.2KNew |
$240K - $261K
|
2.2K
$260K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.11K+ 1.43% |
$231K - $252K
|
150K
$17.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.75KNew |
$191K - $208K
|
1.75K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$190K - $207K
|
1.74K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.58K+ 38.23% |
$173K - $189K
|
5.73K
$679K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.24K+ 27.28% |
$135K - $147K
|
5.77K
$683K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.17K+ 130.3% |
$129K - $140K
|
2.08K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
986+ 2.81% |
$108K - $117K
|
36.1K
$4.28M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
865+ 1.45% |
$94.7K - $103K
|
60.6K
$7.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
742+ 13.16% |
$81.2K - $88.3K
|
6.38K
$756K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
471New |
$51.6K - $56.1K
|
471
$55.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
453+ 12.88% |
$49.6K - $53.9K
|
3.97K
$470K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
406+ 1.95% |
$44.4K - $48.3K
|
21.2K
$2.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
398+ 20.28% |
$43.6K - $47.4K
|
2.36K
$280K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
395+ 3.24% |
$43.2K - $47K
|
12.6K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
336+ 17.39% |
$36.8K - $40K
|
2.27K
$269K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
224+ 28.0% |
$24.5K - $26.7K
|
1.02K
$121K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
215+ 1.84% |
$23.5K - $25.6K
|
11.9K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
209+ 3.13% |
$22.9K - $24.9K
|
6.89K
$816K
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
197+ 1.65% |
$21.6K - $23.5K
|
12.1K
$1.44M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
79+ 10.05% |
$8.65K - $9.41K
|
865
$103K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
59+ 8.39% |
$6.46K - $7.02K
|
762
$90.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
39+ 0.21% |
$4.27K - $4.64K
|
18.4K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
19+ 1.21% |
$2.08K - $2.26K
|
1.59K
$188K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
18+ 0.24% |
$1.97K - $2.14K
|
7.59K
$899K
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
13+ 0.23% |
$1.42K - $1.55K
|
5.56K
$659K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
12+ 0.5% |
$1.31K - $1.43K
|
2.41K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 0.15% |
$985 - $1.07K
|
6.13K
$726K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.25% |
$766 - $833
|
2.81K
$333K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.06% |
$328 - $357
|
5.43K
$644K
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2+ 0.03% |
$219 - $238
|
5.88K
$697K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.1% |
$219 - $238
|
1.98K
$235K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.19% |
$219 - $238
|
1.03K
$123K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.44% |
$109 - $119
|
226
$26.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$109 - $119
|
2.85K
$337K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 10.0% |
$109 - $119
|
11
$1.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.31% |
$109 - $119
|
327
$38.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-27- 0.7% |
$2.96K - $3.21K
|
3.85K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-28- 1.18% |
$3.07K - $3.33K
|
2.34K
$277K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-76- 0.06% |
$8.32K - $9.05K
|
128K
$15.2M
|