Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.12K+ 73.1% |
$204K - $223K
|
9.76K
$553K
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.1K+ 36.68% |
$203K - $222K
|
15.3K
$866K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.08KNew |
$202K - $220K
|
4.08K
$231K
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.02KNew |
$199K - $218K
|
4.02K
$228K
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4KNew |
$198K - $216K
|
4K
$227K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.98KNew |
$197K - $215K
|
3.98K
$226K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.98KNew |
$197K - $215K
|
3.98K
$226K
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.96KNew |
$196K - $214K
|
3.96K
$224K
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.96KNew |
$196K - $214K
|
3.96K
$224K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.96KNew |
$196K - $214K
|
3.96K
$224K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.9KNew |
$193K - $211K
|
3.9K
$221K
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.88KNew |
$192K - $210K
|
3.88K
$220K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.86K+ 54.59% |
$191K - $209K
|
10.9K
$620K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.67K+ 20.98% |
$182K - $199K
|
21.2K
$1.2M
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.45K+ 13.22% |
$170K - $186K
|
29.5K
$1.67M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
3.38K+ 16.79% |
$167K - $183K
|
23.5K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.34K+ 21.79% |
$165K - $181K
|
18.7K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 15.82% |
$147K - $160K
|
21.7K
$1.23M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.87K+ 22.93% |
$142K - $155K
|
15.4K
$871K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.77K+ 4.23% |
$137K - $150K
|
68.3K
$3.87M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.56K+ 9.56% |
$126K - $138K
|
29.3K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.52% |
$126K - $138K
|
17.1K
$970K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
2.54K+ 4.32% |
$126K - $137K
|
61.4K
$3.48M
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.44K+ 17.83% |
$121K - $132K
|
16.1K
$913K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 44.4% |
$112K - $122K
|
7.33K
$416K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.25KNew |
$111K - $122K
|
2.25K
$128K
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
2.2K+ 4.64% |
$109K - $119K
|
49.7K
$2.82M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.95K+ 16.14% |
$96.4K - $105K
|
14K
$794K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.92K+ 1814.15% |
$95.2K - $104K
|
2.03K
$115K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.84KNew |
$90.9K - $99.3K
|
1.84K
$104K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 30.44% |
$88.5K - $96.7K
|
7.66K
$434K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.75K+ 41.7% |
$86.7K - $94.7K
|
5.95K
$337K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.56K+ 25.47% |
$77K - $84.1K
|
7.66K
$434K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.2KNew |
$59.5K - $65K
|
1.2K
$68.1K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.15K+ 15.84% |
$57.1K - $62.3K
|
8.43K
$478K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14K+ 2.81% |
$56.3K - $61.5K
|
41.7K
$2.36M
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.1K+ 24.02% |
$54.6K - $59.7K
|
5.7K
$323K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 290.26% |
$54.6K - $59.6K
|
1.48K
$84.1K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
932+ 14.14% |
$46.1K - $50.4K
|
7.52K
$426K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
842+ 7.18% |
$41.7K - $45.5K
|
12.6K
$712K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
813+ 2.59% |
$40.2K - $44K
|
32.2K
$1.82M
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
769+ 15.33% |
$38.1K - $41.6K
|
5.79K
$328K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
745+ 13.41% |
$36.9K - $40.3K
|
6.3K
$357K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
714+ 51.93% |
$35.3K - $38.6K
|
2.09K
$118K
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
700+ 4.05% |
$34.6K - $37.8K
|
18K
$1.02M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
691New |
$34.2K - $37.4K
|
691
$39.2K
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
612+ 2.09% |
$30.3K - $33.1K
|
29.8K
$1.69M
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
605+ 11.61% |
$29.9K - $32.7K
|
5.82K
$330K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
560+ 2.84% |
$27.7K - $30.3K
|
20.3K
$1.15M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
558+ 11.17% |
$27.6K - $30.2K
|
5.55K
$315K
|