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 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-83- 4.51% |
$9.09K - $9.88K
|
1.76K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-87- 3.04% |
$9.52K - $10.4K
|
2.78K
$329K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 4.03% |
$10.9K - $11.9K
|
2.38K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-111- 0.71% |
$12.2K - $13.2K
|
15.6K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-130- 3.49% |
$14.2K - $15.5K
|
3.59K
$426K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-149- 4.96% |
$16.3K - $17.7K
|
2.86K
$338K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 4.58% |
$16.4K - $17.9K
|
3.13K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-187- 1.13% |
$20.5K - $22.3K
|
16.4K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-213- 15.02% |
$23.3K - $25.4K
|
1.21K
$143K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-219- 7.22% |
$24K - $26.1K
|
2.81K
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-384- 1.01% |
$42K - $45.7K
|
37.8K
$4.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-430- 12.45% |
$47.1K - $51.2K
|
3.03K
$358K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-475- 13.37% |
$52K - $56.6K
|
3.08K
$365K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-476- 1.18% |
$52.1K - $56.7K
|
39.8K
$4.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-485- 5.59% |
$53.1K - $57.7K
|
8.2K
$971K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-500- 8.14% |
$54.7K - $59.5K
|
5.64K
$669K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-541- 7.03% |
$59.2K - $64.4K
|
7.16K
$848K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-545- 1.93% |
$59.7K - $64.9K
|
27.6K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-620- 16.11% |
$67.9K - $73.8K
|
3.23K
$383K
|
|
|
Oct 07, 2025
Q3 2025
|
Gpwm LLC
|
SELL
|
- |
-733- 2.94% |
$80.2K - $87.3K
|
24.2K
$2.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-854- 10.71% |
$93.5K - $102K
|
7.12K
$844K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-858- 9.13% |
$93.9K - $102K
|
8.54K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-999- 4.99% |
$109K - $119K
|
19K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 6.87% |
$113K - $123K
|
14K
$1.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.1K- 16.59% |
$120K - $131K
|
5.52K
$655K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.61K- 24.38% |
$176K - $192K
|
5K
$592K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.07K- 7.96% |
$227K - $247K
|
24K
$2.84M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.11K- 3.44% |
$231K - $251K
|
59.3K
$7.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.74K- 25.05% |
$410K - $446K
|
11.2K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.9K- 13.71% |
$427K - $464K
|
24.5K
$2.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.65K- 2.1% |
$509K - $554K
|
217K
$25.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.1K- 7.37% |
$558K - $607K
|
64.1K
$7.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.64K- 18.52% |
$727K - $791K
|
29.2K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.2K- 44.17% |
$2.43M - $2.64M
|
28.1K
$3.33M
|