Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
223K+ 36.15% |
$15.2M - $15.9M
|
841K
$59.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
148K+ 3.86% |
$10.1M - $10.5M
|
3.97M
$280M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
81.8KNew |
$5.58M - $5.84M
|
81.8K
$5.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
72.2K+ 85.44% |
$4.93M - $5.16M
|
157K
$11M
|
|
|
Jan 29, 2026
Q4 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
61.8K+ 89.94% |
$4.22M - $4.42M
|
131K
$9.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
41.5K+ 13.66% |
$2.83M - $2.96M
|
345K
$24.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
23.7KNew |
$1.62M - $1.69M
|
23.7K
$1.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 301.75% |
$1.38M - $1.44M
|
26.9K
$1.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
19.6K+ 534.57% |
$1.34M - $1.4M
|
23.3K
$1.64M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12.3K+ 4.02% |
$840K - $879K
|
318K
$22.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
11.8K+ 10.08% |
$806K - $844K
|
129K
$9.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7.32K+ 8.56% |
$499K - $523K
|
92.7K
$6.54M
|
|
|
Jan 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
6.45K+ 4.65% |
$440K - $461K
|
145K
$10.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.47K+ 6.92% |
$373K - $391K
|
84.5K
$5.95M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.26K+ 36.23% |
$290K - $304K
|
16K
$1.13M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
3.85KNew |
$263K - $275K
|
3.85K
$271K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
3.73KNew |
$255K - $267K
|
3.73K
$263K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.43K+ 5.54% |
$234K - $245K
|
65.4K
$4.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
3.36KNew |
$229K - $240K
|
3.36K
$237K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.05KNew |
$208K - $218K
|
3.05K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.05KNew |
$208K - $218K
|
3.05K
$215K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.93KNew |
$200K - $209K
|
2.93K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.81KNew |
$192K - $201K
|
2.81K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 20.74% |
$191K - $200K
|
16.3K
$1.15M
|
|
|
Jan 27, 2026
Q4 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
2.53K+ 24.31% |
$173K - $181K
|
12.9K
$911K
|
|
|
Jan 27, 2026
Q4 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.39K+ 48.46% |
$163K - $171K
|
7.31K
$515K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.32K+ 1.5% |
$158K - $166K
|
157K
$11.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.85K+ 1.19% |
$126K - $132K
|
157K
$11M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.71K+ 13.93% |
$116K - $122K
|
14K
$983K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63KNew |
$111K - $117K
|
1.63K
$115K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
1.52K+ 53.48% |
$104K - $109K
|
4.37K
$308K
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 0.67% |
$87.4K - $91.5K
|
192K
$13.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.26K+ 15.72% |
$85.8K - $89.9K
|
9.26K
$652K
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.14K+ 3.42% |
$77.8K - $81.4K
|
34.5K
$2.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.1K+ 21.03% |
$75K - $78.6K
|
6.33K
$446K
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$71.6K - $74.9K
|
1.05K
$73.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
978+ 8.42% |
$66.7K - $69.9K
|
12.6K
$887K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
972+ 159.87% |
$66.3K - $69.4K
|
1.58K
$111K
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
903+ 2.14% |
$61.6K - $64.5K
|
43K
$3.03M
|
|
|
Jan 27, 2026
Q4 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
780+ 14.03% |
$53.2K - $55.7K
|
6.34K
$447K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
747+ 158.6% |
$51K - $53.4K
|
1.22K
$85.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
661+ 9.26% |
$45.1K - $47.2K
|
7.8K
$550K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
634+ 7.53% |
$43.3K - $45.3K
|
9.05K
$638K
|
|
|
Jan 21, 2026
Q4 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
626+ 1.09% |
$42.7K - $44.7K
|
58.1K
$4.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
588New |
$40.1K - $42K
|
588
$41.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Meritage Portfolio Management
|
BUY
|
- |
450+ 8.8% |
$30.7K - $32.1K
|
5.56K
$392K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
442+ 1.79% |
$30.2K - $31.6K
|
25.1K
$1.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
407+ 3.4% |
$27.8K - $29.1K
|
12.4K
$872K
|
|
|
Jan 26, 2026
Q4 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
335+ 4.04% |
$22.9K - $23.9K
|
8.62K
$608K
|
|
|
Jan 29, 2026
Q4 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
238+ 1.04% |
$16.2K - $17K
|
23.2K
$1.63M
|
|