Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
274KNew |
$30M - $32.6M
|
274K
$32.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
168K+ 5.08% |
$18.4M - $20M
|
3.48M
$414M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
168K+ 158684.91% |
$18.4M - $20M
|
168K
$20M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
134K+ 354.47% |
$14.7M - $16M
|
172K
$20.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
132KNew |
$14.5M - $15.7M
|
132K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
63.7K+ 146.16% |
$6.97M - $7.58M
|
107K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.8K+ 8.42% |
$5.24M - $5.7M
|
616K
$73.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
38.6KNew |
$4.22M - $4.6M
|
38.6K
$4.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 88.83% |
$3.82M - $4.16M
|
74.3K
$8.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
32.4K+ 106.09% |
$3.55M - $3.86M
|
63K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
29.3K+ 5.04% |
$3.2M - $3.48M
|
610K
$72.5M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27.8K+ 858.2% |
$3.04M - $3.31M
|
31K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.5K+ 13.95% |
$2.79M - $3.04M
|
208K
$24.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.1KNew |
$2.75M - $2.99M
|
25.1K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.2KNew |
$2.65M - $2.88M
|
24.2K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1KNew |
$2.2M - $2.39M
|
20.1K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 12.74% |
$2.17M - $2.36M
|
175K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 315.72% |
$2.15M - $2.34M
|
25.8K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 4.09% |
$1.98M - $2.15M
|
460K
$54.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
17K+ 4.43% |
$1.86M - $2.03M
|
401K
$47.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.4KNew |
$1.68M - $1.83M
|
15.4K
$1.83M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.3K+ 101.03% |
$1.45M - $1.58M
|
26.4K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 4.85% |
$1.44M - $1.57M
|
284K
$33.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
12.3K+ 190.56% |
$1.35M - $1.47M
|
18.8K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.19M - $1.29M
|
10.8K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 15.34% |
$1.18M - $1.29M
|
81.2K
$9.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
10.2KNew |
$1.12M - $1.21M
|
10.2K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 14.75% |
$1.11M - $1.2M
|
78.6K
$9.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.81K+ 6.58% |
$1.07M - $1.17M
|
159K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.35K+ 3.86% |
$1.02M - $1.11M
|
251K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.8K+ 0.53% |
$964K - $1.05M
|
1.68M
$200M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.45K+ 29.93% |
$925K - $1.01M
|
36.7K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.92K+ 5.08% |
$867K - $943K
|
164K
$19.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7.59KNew |
$831K - $904K
|
7.59K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.9KNew |
$755K - $821K
|
6.9K
$820K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.73K+ 3.32% |
$628K - $683K
|
179K
$21.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
5.44K+ 1.1% |
$596K - $648K
|
501K
$59.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38KNew |
$589K - $640K
|
5.38K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.03KNew |
$550K - $599K
|
5.03K
$598K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 3.13% |
$533K - $580K
|
160K
$19.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.71K+ 230.59% |
$516K - $561K
|
6.75K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.59K+ 15.06% |
$502K - $546K
|
35K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
4.33K+ 13.67% |
$474K - $516K
|
36K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
4.14K+ 5.04% |
$454K - $493K
|
86.3K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.13K+ 0.84% |
$452K - $491K
|
493K
$58.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.06K+ 5.86% |
$445K - $484K
|
73.4K
$8.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.79KNew |
$415K - $451K
|
3.79K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.66KNew |
$401K - $436K
|
3.66K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.56K+ 23.52% |
$389K - $423K
|
18.7K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.56KNew |
$389K - $423K
|
3.56K
$423K
|
|