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 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-256- 1.81% |
$14.2K - $15.7K
|
13.9K
$884K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-261- 2.45% |
$14.5K - $16K
|
10.4K
$660K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-263- 2.69% |
$14.6K - $16.2K
|
9.5K
$604K
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-306- 7.27% |
$17K - $18.8K
|
3.91K
$248K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-307- 15.16% |
$17K - $18.9K
|
1.72K
$109K
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-333- 5.84% |
$18.5K - $20.5K
|
5.37K
$341K
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-337- 2.03% |
$18.7K - $20.7K
|
16.2K
$1.03M
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-350- 3.29% |
$19.4K - $21.5K
|
10.3K
$654K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-380- 22.84% |
$21.1K - $23.4K
|
1.28K
$81.6K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-411- 3.53% |
$22.8K - $25.3K
|
11.2K
$714K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-552- 2.11% |
$30.6K - $33.9K
|
25.6K
$1.63M
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-599- 13.15% |
$33.2K - $36.8K
|
3.96K
$252K
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-672- 2.04% |
$37.3K - $41.3K
|
32.2K
$2.05M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-699- 9.73% |
$38.8K - $43K
|
6.49K
$412K
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-786- 3.31% |
$43.6K - $48.3K
|
22.9K
$1.46M
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-787- 12.25% |
$43.7K - $48.4K
|
5.64K
$359K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-815- 99.88% |
$45.2K - $50.1K
|
1
$63.6
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-832- 39.73% |
$46.2K - $51.1K
|
1.26K
$80.2K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-887- 12.4% |
$49.2K - $54.5K
|
6.27K
$399K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-952- 3.55% |
$52.8K - $58.5K
|
25.8K
$1.64M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-1.06K- 10.01% |
$58.8K - $65.1K
|
9.53K
$606K
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-1.16K- 8.54% |
$64.3K - $71.2K
|
12.4K
$790K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.2K- 2.84% |
$66.6K - $73.7K
|
41K
$2.61M
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.33K- 6.29% |
$73.9K - $81.9K
|
19.8K
$1.26M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.4K- 3.23% |
$77.7K - $86K
|
41.9K
$2.67M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.51K- 6.37% |
$83.5K - $92.5K
|
22.1K
$1.41M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 32.65% |
$91.8K - $102K
|
3.41K
$217K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.67K- 11.28% |
$92.4K - $102K
|
13.1K
$833K
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.72K- 4.54% |
$95.4K - $106K
|
36.2K
$2.3M
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.84K- 4.05% |
$102K - $113K
|
43.5K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.85K- 11.56% |
$103K - $114K
|
14.1K
$899K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.9K- 34.0% |
$105K - $117K
|
3.68K
$234K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.98K- 6.96% |
$110K - $122K
|
26.5K
$1.68M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.05K- 6.4% |
$114K - $126K
|
30K
$1.91M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 36.22% |
$117K - $129K
|
3.71K
$236K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.32K- 1.89% |
$129K - $142K
|
120K
$7.65M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.35K- 40.05% |
$130K - $144K
|
3.51K
$223K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 52.4% |
$132K - $146K
|
2.16K
$137K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 37.05% |
$141K - $156K
|
4.31K
$274K
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.76% |
$141K - $156K
|
141K
$8.99M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.55K- 69.98% |
$141K - $157K
|
1.09K
$69.6K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.64K- 5.03% |
$147K - $162K
|
49.9K
$3.18M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.7K- 38.76% |
$150K - $166K
|
4.27K
$271K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 3.35% |
$172K - $191K
|
89.6K
$5.7M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 3.11% |
$172K - $191K
|
96.7K
$6.15M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-3.3K- 6.27% |
$183K - $203K
|
49.3K
$3.13M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.42K- 23.56% |
$190K - $210K
|
11.1K
$705K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.43K- 2.86% |
$190K - $211K
|
117K
$7.42M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.74K- 6.01% |
$207K - $230K
|
58.4K
$3.72M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.78K- 2.76% |
$210K - $232K
|
133K
$8.49M
|