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
|
Evoke Wealth, LLC
|
BUY
|
- |
3.42K+ 4.12% |
$189K - $210K
|
86.2K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.22K+ 46.07% |
$178K - $198K
|
10.2K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.2K+ 16.4% |
$177K - $196K
|
22.7K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.95K+ 28.51% |
$164K - $181K
|
13.3K
$928K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.83K+ 5.73% |
$157K - $174K
|
52.3K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 3.28% |
$147K - $163K
|
83.5K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.53K+ 41.32% |
$140K - $155K
|
8.64K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.4K+ 8.57% |
$133K - $147K
|
30.3K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.29KNew |
$127K - $141K
|
2.29K
$160K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.28KNew |
$126K - $140K
|
2.28K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.17K+ 36.86% |
$120K - $133K
|
8.04K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.98K+ 2.16% |
$110K - $122K
|
93.7K
$6.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.95K+ 9.79% |
$108K - $120K
|
21.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.93K+ 45.2% |
$107K - $118K
|
6.19K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.9K+ 2.41% |
$105K - $117K
|
80.8K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.9K+ 17.92% |
$105K - $117K
|
12.5K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 1.02% |
$93.4K - $103K
|
167K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.56K+ 25.86% |
$86.5K - $95.8K
|
7.59K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56K+ 30.83% |
$86.4K - $95.7K
|
6.61K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.47K+ 2.87% |
$81.3K - $90K
|
52.5K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.47KNew |
$81.3K - $90K
|
1.47K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.44K+ 10.98% |
$79.9K - $88.5K
|
14.6K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 2.01% |
$73.4K - $81.3K
|
67.2K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.32K+ 3.34% |
$73K - $80.9K
|
40.7K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.29K+ 14.92% |
$71.5K - $79.2K
|
9.93K
$693K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.28K+ 22.36% |
$70.9K - $78.6K
|
7K
$488K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.24K+ 30.4% |
$68.9K - $76.3K
|
5.33K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.17K+ 1.89% |
$65.1K - $72.1K
|
63.2K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 0.29% |
$63.7K - $70.5K
|
403K
$28.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.15K+ 4.43% |
$63.5K - $70.4K
|
27K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.06K+ 3.07% |
$58.8K - $65.1K
|
35.6K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.05K+ 8.34% |
$58.2K - $64.5K
|
13.6K
$952K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 6.16% |
$56.3K - $62.4K
|
17.5K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
924+ 1.12% |
$51.3K - $56.8K
|
83.2K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
902+ 24.27% |
$50K - $55.4K
|
4.62K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
873New |
$48.4K - $53.6K
|
873
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
852+ 2.46% |
$47.3K - $52.4K
|
35.5K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
841+ 12.1% |
$46.7K - $51.7K
|
7.79K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
811New |
$45K - $49.8K
|
811
$56.6K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
793+ 7.77% |
$44K - $48.7K
|
11K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
790+ 2.31% |
$43.8K - $48.5K
|
35K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770+ 77000.0% |
$42.7K - $47.3K
|
771
$53.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
703+ 5.85% |
$39K - $43.2K
|
12.7K
$887K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
691+ 35.13% |
$38.3K - $42.5K
|
2.66K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
682+ 25.61% |
$37.8K - $41.9K
|
3.35K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
681+ 7.08% |
$37.8K - $41.8K
|
10.3K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
678+ 12.51% |
$37.6K - $41.7K
|
6.1K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
619+ 3.56% |
$34.3K - $38K
|
18K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
591+ 3.8% |
$32.8K - $36.3K
|
16.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
527+ 8.25% |
$29.2K - $32.4K
|
6.91K
$482K
|