Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
728+ 16.12% |
$35.2K - $42.4K
|
5.24K
$297K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
700New |
$33.8K - $40.8K
|
700
$39.7K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
675New |
$32.6K - $39.3K
|
675
$38.3K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
645+ 7.22% |
$31.2K - $37.6K
|
9.57K
$543K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
579New |
$28K - $33.7K
|
579
$32.8K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
553+ 50.18% |
$26.7K - $32.2K
|
1.66K
$93.8K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
551New |
$26.6K - $32.1K
|
551
$31.2K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
427+ 1.8% |
$20.6K - $24.9K
|
24.1K
$1.37M
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
400+ 7.98% |
$19.3K - $23.3K
|
5.41K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
386+ 1.37% |
$18.7K - $22.5K
|
28.7K
$1.62M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
365+ 6.68% |
$17.6K - $21.3K
|
5.83K
$331K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
339+ 11.24% |
$16.4K - $19.8K
|
3.35K
$190K
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
309+ 0.12% |
$14.9K - $18K
|
261K
$14.8M
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
296+ 1.14% |
$14.3K - $17.2K
|
26.2K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
269+ 1.2% |
$13K - $15.7K
|
22.6K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
264+ 3.01% |
$12.8K - $15.4K
|
9.03K
$512K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
217+ 2.38% |
$10.5K - $12.6K
|
9.33K
$529K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
186+ 1.23% |
$8.99K - $10.8K
|
15.3K
$868K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
180+ 1.08% |
$8.7K - $10.5K
|
16.8K
$951K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
178+ 1.76% |
$8.6K - $10.4K
|
10.3K
$584K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
173New |
$8.36K - $10.1K
|
173
$9.81K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
165+ 1.23% |
$7.98K - $9.61K
|
13.5K
$768K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
158+ 13.01% |
$7.64K - $9.21K
|
1.37K
$77.8K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
143+ 2.56% |
$6.91K - $8.33K
|
5.72K
$324K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142+ 0.79% |
$6.86K - $8.27K
|
18.1K
$1.02M
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
131+ 1.23% |
$6.33K - $7.63K
|
10.8K
$611K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118+ 33.15% |
$5.7K - $6.88K
|
474
$26.9K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 4.74% |
$5.56K - $6.7K
|
2.54K
$144K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
79+ 1.76% |
$3.82K - $4.6K
|
4.56K
$259K
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
71+ 1.57% |
$3.43K - $4.14K
|
4.6K
$261K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
68+ 1.37% |
$3.29K - $3.96K
|
5.04K
$286K
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
67+ 1.04% |
$3.24K - $3.9K
|
6.54K
$371K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
64+ 1.18% |
$3.09K - $3.73K
|
5.48K
$311K
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
57+ 1.32% |
$2.76K - $3.32K
|
4.38K
$248K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.55% |
$2.66K - $3.2K
|
10.1K
$573K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
55+ 0.55% |
$2.66K - $3.2K
|
10.1K
$573K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 0.92% |
$1.69K - $2.04K
|
3.83K
$217K
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
24+ 0.38% |
$1.16K - $1.4K
|
6.37K
$361K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$918 - $1.11K
|
5.31K
$301K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
14+ 1.31% |
$677 - $816
|
1.09K
$61.5K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.37% |
$628 - $758
|
3.5K
$198K
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
8+ 7.84% |
$387 - $466
|
110
$6.24K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
5New |
$242 - $291
|
5
$283
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$48.3 - $58.3
|
1
$56.7
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-13- 0.22% |
$628 - $758
|
5.77K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15- 78.95% |
$725 - $874
|
4
$227
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-33- 0.45% |
$1.6K - $1.92K
|
7.28K
$412K
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-38- 0.65% |
$1.84K - $2.21K
|
5.8K
$329K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70- 0.11% |
$3.38K - $4.08K
|
66.6K
$3.77M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-75- 12.76% |
$3.63K - $4.37K
|
513
$29.1K
|