Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.8K+ 6.26% |
$1.94M - $2.05M
|
285K
$33.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
9.99KNew |
$1.16M - $1.22M
|
9.99K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
9.64K+ 1.92% |
$1.12M - $1.18M
|
511K
$60.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9.41K+ 10.4% |
$1.09M - $1.15M
|
99.9K
$11.9M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
9.3KNew |
$1.08M - $1.14M
|
9.3K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6.96K+ 11.74% |
$807K - $852K
|
66.2K
$7.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6.22K+ 97.49% |
$722K - $761K
|
12.6K
$1.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.81KNew |
$557K - $588K
|
4.81K
$571K
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 2.93% |
$487K - $514K
|
148K
$17.6M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
3.21K+ 91.32% |
$372K - $393K
|
6.73K
$799K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.17KNew |
$367K - $387K
|
3.17K
$376K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.55K+ 1.7% |
$295K - $311K
|
152K
$18.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.92KNew |
$223K - $235K
|
1.92K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
1.69KNew |
$195K - $206K
|
1.69K
$200K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44KNew |
$167K - $176K
|
1.44K
$171K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.37K+ 6.16% |
$159K - $167K
|
23.6K
$2.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1K+ 10.32% |
$116K - $123K
|
10.7K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
971+ 8.0% |
$113K - $119K
|
13.1K
$1.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
802+ 3.04% |
$93K - $98.2K
|
27.1K
$3.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
791+ 0.2% |
$91.8K - $96.8K
|
402K
$47.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
738+ 4.01% |
$85.6K - $90.3K
|
19.2K
$2.28M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
656+ 7.5% |
$76.1K - $80.3K
|
9.41K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
625+ 14.1% |
$72.5K - $76.5K
|
5.06K
$601K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
465New |
$53.9K - $56.9K
|
465
$55.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
450New |
$52.2K - $55.1K
|
450
$53.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
446+ 8.21% |
$51.7K - $54.6K
|
5.88K
$698K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
259+ 6.72% |
$30K - $31.7K
|
4.11K
$489K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
186+ 0.78% |
$21.6K - $22.8K
|
24.1K
$2.87M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
143+ 1.02% |
$16.6K - $17.5K
|
14.1K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
139+ 4.41% |
$16.1K - $17K
|
3.29K
$391K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
136+ 4.17% |
$15.8K - $16.6K
|
3.4K
$404K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
92New |
$10.7K - $11.3K
|
92
$10.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
90+ 10.4% |
$10.4K - $11K
|
955
$114K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.75% |
$9.98K - $10.5K
|
1.9K
$226K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
36+ 0.94% |
$4.18K - $4.41K
|
3.86K
$459K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
29New |
$3.36K - $3.55K
|
29
$3.45K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
15+ 0.69% |
$1.74K - $1.84K
|
2.18K
$259K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
14+ 0.25% |
$1.62K - $1.71K
|
5.57K
$662K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.51K - $1.59K
|
5.98K
$710K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.23% |
$696 - $734
|
2.58K
$306K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.21% |
$580 - $612
|
2.41K
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.13% |
$580 - $612
|
3.79K
$451K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 3.39% |
$232 - $245
|
61
$7.25K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$116 - $122
|
6.11K
$726K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.31% |
$116 - $122
|
328
$39K
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1+ 0.05% |
$116 - $122
|
1.99K
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4- -0.0% |
$464 - $490
|
128K
$15.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-15- 0.18% |
$1.74K - $1.84K
|
8.39K
$997K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-21- 0.01% |
$2.44K - $2.57K
|
322K
$38.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36- 0.63% |
$4.18K - $4.41K
|
5.69K
$676K
|
|