Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
26.9K+ 5.74% |
$2.34M - $2.95M
|
496K
$54.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
21.8K+ 3.9% |
$1.89M - $2.39M
|
581K
$63.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16.4K+ 7.07% |
$1.43M - $1.8M
|
249K
$27.3M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
9.52K+ 30.97% |
$827K - $1.04M
|
40.3K
$4.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.83K+ 22.47% |
$420K - $530K
|
26.3K
$2.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.53K+ 6.88% |
$394K - $497K
|
70.4K
$7.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.59K+ 13.35% |
$312K - $393K
|
30.4K
$3.35M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.1K+ 54.78% |
$269K - $340K
|
8.75K
$962K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 22.05% |
$235K - $297K
|
15K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.53K+ 2.54% |
$220K - $278K
|
102K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.32K+ 8.59% |
$202K - $255K
|
29.4K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.98KNew |
$172K - $217K
|
1.98K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.97KNew |
$172K - $216K
|
1.97K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.93KNew |
$168K - $212K
|
1.93K
$212K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.89K+ 5.35% |
$164K - $207K
|
37.2K
$4.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.79K+ 10.77% |
$155K - $196K
|
18.4K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
912+ 1.71% |
$79.3K - $100K
|
54.4K
$5.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
876+ 7.74% |
$76.2K - $96K
|
12.2K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
789+ 7.08% |
$68.6K - $86.5K
|
11.9K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
727+ 14.12% |
$63.2K - $79.7K
|
5.88K
$646K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
181+ 1.9% |
$15.7K - $19.8K
|
9.69K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
179+ 29.49% |
$15.6K - $19.6K
|
786
$86.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
122+ 2.21% |
$10.6K - $13.4K
|
5.64K
$620K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
49+ 2.37% |
$4.26K - $5.37K
|
2.11K
$232K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12+ 0.34% |
$1.04K - $1.32K
|
3.52K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.22% |
$695 - $877
|
3.6K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 1.45% |
$695 - $877
|
560
$61.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.1% |
$348 - $439
|
4.14K
$455K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$86.9 - $110
|
247
$27.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-57- 7.5% |
$4.96K - $6.25K
|
703
$77.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-124- 5.7% |
$10.8K - $13.6K
|
2.05K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-307- 2.2% |
$26.7K - $33.7K
|
13.7K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-671- 2.33% |
$58.3K - $73.6K
|
28.2K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.32K- 6.85% |
$114K - $144K
|
17.9K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.86K- 29.27% |
$162K - $204K
|
4.49K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.4K- 4.42% |
$208K - $263K
|
51.8K
$5.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-9.78K- 2.48% |
$850K - $1.07M
|
384K
$42.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.84K- 7.14% |
$856K - $1.08M
|
128K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-17.8K- 48.53% |
$1.55M - $1.95M
|
18.9K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-23.5K- 23.63% |
$2.04M - $2.58M
|
75.9K
$8.34M
|