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 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-2.39K- 6.42% |
$123K - $130K
|
34.7K
$1.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.46K- 1.91% |
$127K - $134K
|
126K
$7.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.79K- 8.33% |
$144K - $152K
|
30.6K
$1.74M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.95K- 5.13% |
$152K - $161K
|
54.5K
$3.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.95K- 5.13% |
$152K - $161K
|
54.5K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.01K- 28.43% |
$156K - $165K
|
7.58K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.27K- 3.92% |
$221K - $234K
|
105K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.76K- 3.65% |
$246K - $260K
|
126K
$7.13M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.76K- 3.65% |
$246K - $260K
|
126K
$7.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.88K- 50.0% |
$252K - $267K
|
4.88K
$277K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5K- 5.69% |
$259K - $274K
|
82.9K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.1K- 21.95% |
$264K - $279K
|
18.1K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.72K- 3.93% |
$295K - $313K
|
140K
$7.93M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.16K- 18.93% |
$422K - $447K
|
35K
$1.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.5K- 68.64% |
$545K - $577K
|
4.82K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 63.04% |
$572K - $606K
|
6.49K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.1K- 16.49% |
$780K - $826K
|
76.4K
$4.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-15.8K- 9.42% |
$817K - $865K
|
152K
$8.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.8K- 4.55% |
$922K - $976K
|
375K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.1K- 9.32% |
$1.09M - $1.15M
|
205K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-21.2K- 34.17% |
$1.1M - $1.16M
|
40.9K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44K- 41.94% |
$2.27M - $2.41M
|
60.9K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 7.17% |
$2.35M - $2.48M
|
587K
$33.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-101K- 32.05% |
$5.23M - $5.54M
|
215K
$12.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-129K- 84.89% |
$6.68M - $7.07M
|
23K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-154K- 95.24% |
$7.95M - $8.42M
|
7.69K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-170K- 93.52% |
$8.78M - $9.29M
|
11.8K
$667K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-200K- 82.62% |
$10.4M - $11M
|
42.1K
$2.39M
|