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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
795+ 7.8% |
$42K - $52.1K
|
11K
$761K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
762+ 18.89% |
$40.3K - $49.9K
|
4.8K
$332K
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
756+ 3.89% |
$39.9K - $49.5K
|
20.2K
$1.4M
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
699+ 10.78% |
$36.9K - $45.8K
|
7.19K
$498K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
678+ 0.42% |
$35.8K - $44.4K
|
162K
$11.2M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
641New |
$33.9K - $42K
|
641
$44.4K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
635New |
$33.6K - $41.6K
|
635
$44K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
627+ 16.77% |
$33.1K - $41.1K
|
4.37K
$302K
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
600+ 6.95% |
$31.7K - $39.3K
|
9.24K
$640K
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
576+ 5.25% |
$30.4K - $37.7K
|
11.5K
$799K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
567+ 51.83% |
$30K - $37.1K
|
1.66K
$115K
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
513+ 1.44% |
$27.1K - $33.6K
|
36.1K
$2.5M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 7.98% |
$26.4K - $32.8K
|
6.77K
$469K
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
495+ 0.5% |
$26.2K - $32.4K
|
100K
$6.95M
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
477+ 0.38% |
$25.2K - $31.3K
|
128K
$8.83M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
448+ 10.96% |
$23.7K - $29.4K
|
4.54K
$314K
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
435+ 8.28% |
$23K - $28.5K
|
5.69K
$394K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
397+ 78.93% |
$21K - $26K
|
900
$62.3K
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
383+ 1.36% |
$20.2K - $25.1K
|
28.5K
$1.97M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
381+ 2.18% |
$20.1K - $25K
|
17.9K
$1.24M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
373+ 5.68% |
$19.7K - $24.4K
|
6.94K
$480K
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
366+ 6.49% |
$19.3K - $24K
|
6.01K
$416K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
350+ 0.98% |
$18.5K - $22.9K
|
35.9K
$2.49M
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
342+ 7.01% |
$18.1K - $22.4K
|
5.22K
$362K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
332+ 2.0% |
$17.5K - $21.8K
|
16.9K
$1.17M
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
320+ 4.91% |
$16.9K - $21K
|
6.84K
$473K
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
316+ 9.45% |
$16.7K - $20.7K
|
3.66K
$253K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
288+ 0.81% |
$15.2K - $18.9K
|
35.8K
$2.48M
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
268+ 5.6% |
$14.2K - $17.6K
|
5.06K
$350K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
254+ 1.65% |
$13.4K - $16.6K
|
15.6K
$1.08M
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
250+ 6.39% |
$13.2K - $16.4K
|
4.16K
$288K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
235+ 46.63% |
$12.4K - $15.4K
|
739
$51.2K
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
166+ 1.61% |
$8.77K - $10.9K
|
10.5K
$725K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
161New |
$8.51K - $10.5K
|
161
$11.1K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
160+ 0.14% |
$8.45K - $10.5K
|
113K
$7.8M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
151New |
$7.98K - $9.89K
|
151
$10.5K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
150New |
$7.93K - $9.83K
|
150
$10.4K
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
123+ 0.99% |
$6.5K - $8.06K
|
12.5K
$868K
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
121+ 3.29% |
$6.39K - $7.93K
|
3.8K
$263K
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
118New |
$6.24K - $7.73K
|
118
$8.17K
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
113+ 0.98% |
$5.97K - $7.4K
|
11.6K
$803K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
106+ 0.12% |
$5.6K - $6.95K
|
86.3K
$5.98M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
105New |
$5.55K - $6.88K
|
105
$7.27K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
101+ 2.41% |
$5.34K - $6.62K
|
4.29K
$297K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
101+ 0.57% |
$5.34K - $6.62K
|
17.9K
$1.24M
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 2.25% |
$5.28K - $6.55K
|
4.55K
$315K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
92+ 11.34% |
$4.86K - $6.03K
|
903
$62.5K
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
86+ 0.98% |
$4.54K - $5.63K
|
8.83K
$611K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
71+ 0.61% |
$3.75K - $4.65K
|
11.7K
$811K
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
67+ 2.2% |
$3.54K - $4.39K
|
3.11K
$216K
|