Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
92KNew |
$4.86M - $6.03M
|
92K
$6.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
36.5KNew |
$1.93M - $2.39M
|
36.5K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.43K+ 26.15% |
$445K - $552K
|
40.7K
$2.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.34K+ 5.19% |
$388K - $481K
|
149K
$9.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.75K+ 4.39% |
$251K - $311K
|
113K
$7.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.7KNew |
$196K - $242K
|
3.7K
$242K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.17K+ 8.75% |
$167K - $207K
|
39.3K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.3K+ 9.36% |
$68.7K - $85.2K
|
15.2K
$995K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
805+ 14.86% |
$42.5K - $52.7K
|
6.22K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
576+ 5.25% |
$30.4K - $37.7K
|
11.5K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
254+ 1.65% |
$13.4K - $16.6K
|
15.6K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 0.99% |
$1.48K - $1.83K
|
2.86K
$187K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-65- 1.46% |
$3.43K - $4.26K
|
4.4K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71- 1.91% |
$3.75K - $4.65K
|
3.64K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-163- 3.61% |
$8.61K - $10.7K
|
4.36K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 2.48% |
$17.2K - $21.3K
|
12.8K
$836K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-704- 14.82% |
$37.2K - $46.1K
|
4.05K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.9K- 2.4% |
$206K - $256K
|
158K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.69K- 11.57% |
$301K - $373K
|
43.5K
$2.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.53K- 8.41% |
$451K - $559K
|
92.9K
$6.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8.71K- 9.55% |
$460K - $571K
|
82.6K
$5.4M
|