Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
407+ 3.5% |
$22.3K - $23.9K
|
12K
$683K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
405+ 1.68% |
$22.2K - $23.8K
|
24.5K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
405New |
$22.2K - $23.8K
|
405
$23K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351New |
$19.2K - $20.6K
|
351
$19.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
350+ 2.24% |
$19.2K - $20.6K
|
16K
$906K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
347+ 0.46% |
$19K - $20.4K
|
76.5K
$4.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
339+ 0.98% |
$18.6K - $19.9K
|
34.8K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
320+ 13.46% |
$17.5K - $18.8K
|
2.7K
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
303New |
$16.6K - $17.8K
|
303
$17.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
286+ 21.41% |
$15.6K - $16.8K
|
1.62K
$92K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
253+ 0.96% |
$13.8K - $14.9K
|
26.6K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
230+ 2.62% |
$12.6K - $13.5K
|
9K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
218+ 0.59% |
$11.9K - $12.8K
|
36.9K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
214+ 4.22% |
$11.7K - $12.6K
|
5.29K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200+ 2.77% |
$10.9K - $11.8K
|
7.42K
$421K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
174+ 14.9% |
$9.52K - $10.2K
|
1.34K
$76.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
153+ 4.07% |
$8.37K - $8.99K
|
3.91K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
149+ 3.35% |
$8.15K - $8.75K
|
4.59K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
144+ 0.59% |
$7.88K - $8.46K
|
24.4K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
125+ 2.56% |
$6.84K - $7.34K
|
5K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
117+ 7.87% |
$6.4K - $6.87K
|
1.6K
$90.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117+ 1.25% |
$6.4K - $6.87K
|
9.47K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110+ 1.12% |
$6.02K - $6.46K
|
9.89K
$561K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
110+ 0.92% |
$6.02K - $6.46K
|
12.1K
$684K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
110+ 2.35% |
$6.02K - $6.46K
|
4.79K
$271K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
109+ 2.9% |
$5.96K - $6.4K
|
3.87K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
109+ 0.98% |
$5.96K - $6.4K
|
11.2K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102+ 1.78% |
$5.58K - $5.99K
|
5.84K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
89+ 2.36% |
$4.87K - $5.23K
|
3.86K
$219K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
86+ 2.28% |
$4.71K - $5.05K
|
3.86K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
86+ 0.38% |
$4.71K - $5.05K
|
22.6K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
75New |
$4.1K - $4.41K
|
75
$4.25K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
68+ 0.6% |
$3.72K - $4K
|
11.3K
$642K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
62+ 0.62% |
$3.39K - $3.64K
|
10.1K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
52+ 0.27% |
$2.85K - $3.06K
|
19.2K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 0.66% |
$2.41K - $2.59K
|
6.68K
$379K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
40+ 0.96% |
$2.19K - $2.35K
|
4.21K
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
39+ 1.14% |
$2.13K - $2.29K
|
3.47K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35+ 1.58% |
$1.92K - $2.06K
|
2.25K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32+ 0.26% |
$1.75K - $1.88K
|
12.3K
$697K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
29+ 0.54% |
$1.59K - $1.7K
|
5.4K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28+ 0.95% |
$1.53K - $1.65K
|
2.99K
$169K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26+ 0.53% |
$1.42K - $1.53K
|
4.89K
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 0.95% |
$1.42K - $1.53K
|
2.78K
$157K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 9.03% |
$1.37K - $1.47K
|
302
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23+ 0.29% |
$1.26K - $1.35K
|
7.97K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
22+ 0.04% |
$1.2K - $1.29K
|
49.8K
$2.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.29% |
$1.09K - $1.18K
|
6.96K
$395K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.94% |
$1.04K - $1.12K
|
2.04K
$116K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
19+ 5.83% |
$1.04K - $1.12K
|
345
$19.6K
|