Purchases and Sales Made in Q1 2025 in Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG INTL STK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.4KNew |
$853K - $945K
|
15.4K
$911K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7.33K+ 10.03% |
$406K - $450K
|
80.4K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.03K+ 2.75% |
$279K - $309K
|
188K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.44K+ 54.32% |
$246K - $273K
|
12.6K
$747K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.52K+ 4.01% |
$195K - $216K
|
91.3K
$5.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3.48KNew |
$193K - $214K
|
3.48K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.9K+ 2.41% |
$105K - $117K
|
80.8K
$4.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
619+ 3.56% |
$34.3K - $38K
|
18K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
503+ 10.42% |
$27.9K - $30.9K
|
5.33K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
468+ 2.81% |
$26K - $28.8K
|
17.1K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
288+ 4.59% |
$16K - $17.7K
|
6.56K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
193New |
$10.7K - $11.9K
|
193
$11.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
190+ 2.47% |
$10.5K - $11.7K
|
7.87K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
56+ 0.64% |
$3.11K - $3.44K
|
8.74K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
42+ 0.66% |
$2.33K - $2.58K
|
6.41K
$380K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
40+ 0.6% |
$2.22K - $2.46K
|
6.75K
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
40+ 0.65% |
$2.22K - $2.46K
|
6.18K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
28+ 0.59% |
$1.55K - $1.72K
|
4.75K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.38% |
$111 - $123
|
535
$31.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-18- 0.4% |
$998 - $1.11K
|
4.46K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-51- 1.16% |
$2.83K - $3.13K
|
4.35K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-77- 1.87% |
$4.27K - $4.73K
|
4.03K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-187- 0.58% |
$10.4K - $11.5K
|
32.3K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-337- 2.03% |
$18.7K - $20.7K
|
16.2K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-599- 13.15% |
$33.2K - $36.8K
|
3.96K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.2K- 2.84% |
$66.6K - $73.7K
|
41K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.51K- 6.37% |
$83.5K - $92.5K
|
22.1K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.67K- 11.28% |
$92.4K - $102K
|
13.1K
$776K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.72K- 4.54% |
$95.4K - $106K
|
36.2K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 36.22% |
$117K - $129K
|
3.71K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.35K- 40.05% |
$130K - $144K
|
3.51K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.76% |
$141K - $156K
|
141K
$8.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-6.44K- 25.66% |
$357K - $396K
|
18.7K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.61K- 7.82% |
$477K - $529K
|
101K
$6.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.1K- 20.99% |
$725K - $803K
|
49.2K
$2.91M
|