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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.84KClosed |
$213K - $236K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.24K- 59.83% |
$235K - $260K
|
2.84K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.25K- 3.83% |
$236K - $261K
|
107K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.55K- 1.93% |
$252K - $279K
|
231K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.64K- 2.91% |
$258K - $285K
|
155K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.81K- 6.46% |
$322K - $357K
|
84.1K
$5.35M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.89K- 33.73% |
$327K - $362K
|
11.6K
$736K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.33K- 39.32% |
$351K - $389K
|
9.77K
$621K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-6.44K- 25.66% |
$357K - $396K
|
18.7K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-6.68K- 20.11% |
$371K - $411K
|
26.6K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.74K- 1.55% |
$374K - $414K
|
428K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.67K- 4.55% |
$425K - $471K
|
161K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.6K- 6.31% |
$477K - $529K
|
128K
$8.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.61K- 7.82% |
$477K - $529K
|
101K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-9.8K- 16.61% |
$543K - $602K
|
49.2K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 28.47% |
$633K - $702K
|
28.7K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12.4K- 10.31% |
$690K - $764K
|
108K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.1K- 20.99% |
$725K - $803K
|
49.2K
$3.13M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.8K- 20.28% |
$879K - $973K
|
62.2K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 5.38% |
$894K - $991K
|
283K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-16.3K- 17.61% |
$903K - $1M
|
76.2K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.1K- 8.87% |
$1.17M - $1.3M
|
217K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-35K- 12.65% |
$1.94M - $2.15M
|
242K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-47.2K- 56.63% |
$2.62M - $2.9M
|
36.2K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-50.5K- 21.2% |
$2.8M - $3.1M
|
188K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-61.3K- 17.27% |
$3.4M - $3.77M
|
294K
$18.7M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-132K- 17.56% |
$7.3M - $8.08M
|
617K
$39.3M
|