Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
266KNew |
$14.1M - $16.7M
|
266K
$15.1M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
138K+ 1822.73% |
$7.32M - $8.65M
|
145K
$8.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Refined Wealth Management
|
BUY
|
- |
120K+ 156.11% |
$6.4M - $7.57M
|
198K
$11.2M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
89.8KNew |
$4.77M - $5.64M
|
89.8K
$5.1M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
84.3K+ 17.77% |
$4.48M - $5.29M
|
559K
$31.8M
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
77.2K+ 2.96% |
$4.1M - $4.85M
|
2.68M
$152M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
73.8K+ 239.59% |
$3.92M - $4.63M
|
105K
$5.95M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.5K+ 10.79% |
$3.37M - $3.99M
|
652K
$37M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53.7K+ 6.69% |
$2.85M - $3.37M
|
856K
$48.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
40.7KNew |
$2.16M - $2.55M
|
40.7K
$2.31M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40K+ 67.54% |
$2.13M - $2.51M
|
99.3K
$5.65M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
37.5K+ 47.95% |
$1.99M - $2.35M
|
116K
$6.58M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.4K+ 7.73% |
$1.88M - $2.22M
|
494K
$28.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.6K+ 23.02% |
$1.73M - $2.05M
|
174K
$9.9M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.3K+ 14.15% |
$1.72M - $2.03M
|
261K
$14.8M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.7KNew |
$1.68M - $1.99M
|
31.7K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
30.5KNew |
$1.62M - $1.91M
|
30.5K
$1.73M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
28.5KNew |
$1.52M - $1.79M
|
28.5K
$1.62M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
24.6K+ 143.45% |
$1.31M - $1.55M
|
41.8K
$2.38M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.9KNew |
$1.22M - $1.44M
|
22.9K
$1.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
21.5KNew |
$1.14M - $1.35M
|
21.5K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$1.09M - $1.29M
|
20.5K
$1.17M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.9KNew |
$1.06M - $1.25M
|
19.9K
$1.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
19.1K+ 207.47% |
$1.01M - $1.2M
|
28.2K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.8K+ 6.07% |
$944K - $1.12M
|
311K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.3KNew |
$921K - $1.09M
|
17.3K
$986K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.4K+ 479.86% |
$872K - $1.03M
|
19.8K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
14.3K+ 132.66% |
$762K - $901K
|
25.2K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13.9K+ 31.78% |
$740K - $875K
|
57.8K
$3.28M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$726K - $859K
|
13.7K
$777K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.1K+ 11.38% |
$695K - $822K
|
128K
$7.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
12.4KNew |
$659K - $779K
|
12.4K
$705K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.4K+ 27.48% |
$608K - $719K
|
53.1K
$3.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
11K+ 56.42% |
$584K - $691K
|
30.5K
$1.73M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
10.7KNew |
$566K - $669K
|
10.7K
$605K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10.5KNew |
$558K - $660K
|
10.5K
$597K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.4K+ 83.42% |
$553K - $654K
|
22.9K
$1.3M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
9.56K+ 112.01% |
$508K - $600K
|
18.1K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
9.45K+ 246.97% |
$502K - $593K
|
13.3K
$755K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.41K+ 13.41% |
$500K - $591K
|
79.6K
$4.52M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
8.8K+ 17.3% |
$467K - $553K
|
59.7K
$3.39M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
8.68K+ 12.94% |
$461K - $545K
|
75.7K
$4.3M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.49K+ 90.49% |
$451K - $533K
|
17.9K
$1.02M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
7.96KNew |
$423K - $500K
|
7.96K
$452K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.82K+ 8.77% |
$416K - $491K
|
97.1K
$5.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
7.49KNew |
$398K - $470K
|
7.49K
$426K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7.31K+ 8.28% |
$388K - $459K
|
95.6K
$5.43M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.29K+ 11.51% |
$387K - $458K
|
70.6K
$4.01M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
6.43KNew |
$342K - $404K
|
6.43K
$366K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
5.97KNew |
$317K - $375K
|
5.97K
$339K
|