Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.83K+ 318.97% |
$198K - $210K
|
5.04K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
3.81KNew |
$197K - $208K
|
3.81K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38K+ 40.07% |
$175K - $185K
|
11.8K
$669K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.22K+ 49.91% |
$166K - $176K
|
9.66K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.05K+ 25.28% |
$158K - $167K
|
15.1K
$857K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.89KNew |
$149K - $158K
|
2.89K
$164K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.72K+ 5.07% |
$141K - $149K
|
56.4K
$3.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.68K+ 9.25% |
$139K - $147K
|
31.7K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.66K+ 9.82% |
$137K - $145K
|
29.7K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.43K+ 8.63% |
$125K - $133K
|
30.6K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.4K+ 0.73% |
$124K - $131K
|
331K
$18.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.23K+ 10.5% |
$115K - $122K
|
23.4K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96K+ 10.51% |
$101K - $107K
|
20.6K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.88K+ 1.45% |
$96.9K - $103K
|
131K
$7.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.78K+ 2.89% |
$91.8K - $97.2K
|
63.2K
$3.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.67K+ 16.65% |
$86.5K - $91.5K
|
11.7K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.49KNew |
$76.8K - $81.3K
|
1.49K
$84.2K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.42K+ 35.85% |
$73.3K - $77.6K
|
5.37K
$305K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.39K+ 27.46% |
$72K - $76.2K
|
6.47K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.31K+ 6.38% |
$67.5K - $71.5K
|
21.8K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.22K+ 21.45% |
$63.2K - $66.9K
|
6.92K
$393K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.18K+ 5.2% |
$61K - $64.6K
|
23.9K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.15K+ 146.06% |
$59.3K - $62.8K
|
1.93K
$110K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.06K+ 1.07% |
$54.8K - $58K
|
100K
$5.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.05K+ 5.16% |
$54.2K - $57.3K
|
21.3K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.05KNew |
$54.1K - $57.3K
|
1.05K
$59.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1K+ 1.98% |
$51.7K - $54.8K
|
51.5K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
993New |
$51.3K - $54.3K
|
993
$56.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
911+ 3.49% |
$47.1K - $49.8K
|
27K
$1.53M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
907+ 6.02% |
$46.9K - $49.6K
|
16K
$905K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
907+ 6.02% |
$46.9K - $49.6K
|
16K
$905K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
805+ 139.27% |
$41.6K - $44K
|
1.38K
$78.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
792+ 16.21% |
$40.9K - $43.3K
|
5.68K
$322K
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
742+ 6.35% |
$38.3K - $40.6K
|
12.4K
$704K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
710+ 3.27% |
$36.7K - $38.8K
|
22.4K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
668+ 1.52% |
$34.5K - $36.5K
|
44.6K
$2.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
665+ 0.46% |
$34.4K - $36.4K
|
146K
$8.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
572+ 7.6% |
$29.6K - $31.3K
|
8.09K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
568+ 0.9% |
$29.4K - $31.1K
|
63.6K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
547+ 1.41% |
$28.3K - $29.9K
|
39.4K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
544+ 1.35% |
$28.1K - $29.8K
|
41K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
505+ 5.41% |
$26.1K - $27.6K
|
9.83K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
470+ 6.14% |
$24.3K - $25.7K
|
8.13K
$461K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
449+ 2.79% |
$23.2K - $24.6K
|
16.6K
$939K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
422+ 7.21% |
$21.8K - $23.1K
|
6.27K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
409+ 3.74% |
$21.1K - $22.4K
|
11.3K
$643K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
318+ 5.73% |
$16.4K - $17.4K
|
5.87K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
300+ 0.9% |
$15.5K - $16.4K
|
33.7K
$1.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
284+ 2.45% |
$14.7K - $15.5K
|
11.9K
$672K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
270+ 4.8% |
$14K - $14.8K
|
5.9K
$334K
|