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 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
256+ 71.31% |
$13.2K - $14K
|
615
$34.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
251+ 1.47% |
$13K - $13.7K
|
17.3K
$979K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
243+ 5.16% |
$12.6K - $13.3K
|
4.96K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
241+ 6.18% |
$12.5K - $13.2K
|
4.14K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
221+ 1.24% |
$11.4K - $12.1K
|
18K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
219+ 5.3% |
$11.3K - $12K
|
4.35K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
217+ 1.91% |
$11.2K - $11.9K
|
11.6K
$657K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
213+ 1.0% |
$11K - $11.7K
|
21.6K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
209+ 2.47% |
$10.8K - $11.4K
|
8.65K
$491K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
208+ 0.59% |
$10.7K - $11.4K
|
35.6K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
206+ 1.26% |
$10.6K - $11.3K
|
16.5K
$935K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
203+ 0.63% |
$10.5K - $11.1K
|
32.7K
$1.85M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
170+ 1.2% |
$8.79K - $9.3K
|
14.4K
$814K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
158+ 3.99% |
$8.17K - $8.64K
|
4.12K
$233K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
151+ 1.49% |
$7.8K - $8.26K
|
10.3K
$583K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
134+ 4.01% |
$6.93K - $7.33K
|
3.48K
$197K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
131+ 2.26% |
$6.77K - $7.17K
|
5.92K
$335K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
116+ 2.73% |
$5.99K - $6.35K
|
4.37K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
113+ 1.9% |
$5.84K - $6.18K
|
6.07K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
104+ 0.97% |
$5.37K - $5.69K
|
10.8K
$612K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
86+ 1.21% |
$4.44K - $4.7K
|
7.2K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
85+ 1.46% |
$4.39K - $4.65K
|
5.9K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
73+ 0.48% |
$3.77K - $3.99K
|
15.4K
$871K
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
69+ 1.47% |
$3.57K - $3.77K
|
4.77K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 18.99% |
$3.51K - $3.72K
|
426
$24.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62New |
$3.2K - $3.39K
|
62
$3.51K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
58+ 0.93% |
$3K - $3.17K
|
6.3K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
55+ 1.23% |
$2.84K - $3.01K
|
4.52K
$256K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
52New |
$2.69K - $2.84K
|
52
$2.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
49+ 0.26% |
$2.53K - $2.68K
|
19K
$1.08M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47+ 9.06% |
$2.43K - $2.57K
|
566
$32.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
38+ 10.8% |
$1.96K - $2.08K
|
390
$22.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 53.97% |
$1.76K - $1.86K
|
97
$5.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
34+ 0.76% |
$1.76K - $1.86K
|
4.51K
$256K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 0.73% |
$1.6K - $1.7K
|
4.26K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
28+ 0.06% |
$1.45K - $1.53K
|
49.8K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27+ 0.08% |
$1.4K - $1.48K
|
32.2K
$1.83M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 0.42% |
$1.34K - $1.42K
|
6.19K
$351K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
24+ 0.37% |
$1.24K - $1.31K
|
6.54K
$371K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 9.02% |
$1.14K - $1.2K
|
266
$15.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
21+ 0.35% |
$1.09K - $1.15K
|
5.95K
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 0.27% |
$1.09K - $1.15K
|
7.68K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 1.21% |
$1.09K - $1.15K
|
1.75K
$99.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18+ 0.41% |
$930 - $985
|
4.37K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
11+ 0.28% |
$568 - $602
|
3.89K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10+ 0.2% |
$517 - $547
|
5.06K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4+ 0.06% |
$207 - $219
|
6.2K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.05% |
$207 - $219
|
8.01K
$454K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
4+ 0.09% |
$207 - $219
|
4.41K
$250K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.14% |
$155 - $164
|
2.09K
$119K
|