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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.7% |
$1.44K - $1.6K
|
3.74K
$238K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.64% |
$998 - $1.11K
|
2.84K
$180K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18New |
$998 - $1.11K
|
18
$1.14K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18+ 0.17% |
$998 - $1.11K
|
10.3K
$658K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.63% |
$943 - $1.04K
|
2.73K
$174K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10+ 0.62% |
$555 - $615
|
1.61K
$103K
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
10+ 0.59% |
$555 - $615
|
1.7K
$108K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 0.5% |
$499 - $553
|
1.8K
$115K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.45% |
$499 - $553
|
2.02K
$128K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
8+ 0.11% |
$444 - $492
|
7.59K
$482K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$388 - $430
|
12.1K
$772K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5+ 0.08% |
$277 - $307
|
6.57K
$417K
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4+ 0.11% |
$222 - $246
|
3.74K
$238K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.2% |
$222 - $246
|
2.04K
$130K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$166 - $184
|
3.71K
$236K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.38% |
$111 - $123
|
535
$34K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.96% |
$111 - $123
|
211
$13.4K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.04% |
$111 - $123
|
5.51K
$350K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.16% |
$55.5 - $61.5
|
619
$39.4K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2- 9.52% |
$111 - $123
|
19
$1.21K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3- 0.03% |
$166 - $184
|
9.87K
$627K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 0.03% |
$222 - $246
|
11.6K
$740K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7- 0.15% |
$388 - $430
|
4.7K
$299K
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-8- 2.92% |
$444 - $492
|
266
$16.9K
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-11- 0.26% |
$610 - $676
|
4.16K
$264K
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-15- 0.16% |
$832 - $922
|
9.57K
$608K
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-17- 4.84% |
$943 - $1.04K
|
334
$21.2K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-18- 0.4% |
$998 - $1.11K
|
4.46K
$284K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-24- 96.0% |
$1.33K - $1.47K
|
1
$63.6
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 4.82% |
$1.61K - $1.78K
|
573
$36.4K
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-44- 1.17% |
$2.44K - $2.7K
|
3.7K
$235K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-49- 0.98% |
$2.72K - $3.01K
|
4.93K
$313K
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-51- 1.16% |
$2.83K - $3.13K
|
4.35K
$277K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-77- 1.87% |
$4.27K - $4.73K
|
4.03K
$256K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-103- 1.26% |
$5.71K - $6.33K
|
8.08K
$514K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-108- 0.31% |
$5.99K - $6.64K
|
35.2K
$2.24M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-130- 2.93% |
$7.21K - $7.99K
|
4.3K
$273K
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-137- 2.94% |
$7.6K - $8.42K
|
4.52K
$287K
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-157- 2.57% |
$8.71K - $9.65K
|
5.95K
$378K
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-168- 68.29% |
$9.32K - $10.3K
|
78
$4.96K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-183- 3.88% |
$10.2K - $11.2K
|
4.53K
$288K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-187- 0.58% |
$10.4K - $11.5K
|
32.3K
$2.05M
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-200- 4.76% |
$11.1K - $12.3K
|
4K
$254K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-201- 1.2% |
$11.1K - $12.4K
|
16.6K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213- 1.64% |
$11.8K - $13.1K
|
12.8K
$815K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-216- 0.15% |
$12K - $13.3K
|
140K
$8.92M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-230- 3.16% |
$12.8K - $14.1K
|
7.05K
$448K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-231- 2.56% |
$12.8K - $14.2K
|
8.78K
$558K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-232- 2.14% |
$12.9K - $14.3K
|
10.6K
$674K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-236- 2.91% |
$13.1K - $14.5K
|
7.87K
$501K
|