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 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-699- 9.24% |
$38.2K - $41.1K
|
6.87K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-770- 6.42% |
$42.1K - $45.2K
|
11.2K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-794- 17.33% |
$43.4K - $46.6K
|
3.79K
$215K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-831- 18.03% |
$45.5K - $48.8K
|
3.78K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-850- 3.14% |
$46.5K - $49.9K
|
26.2K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-932- 3.36% |
$51K - $54.8K
|
26.8K
$1.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-935- 2.69% |
$51.2K - $54.9K
|
33.8K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-954- 1.89% |
$52.2K - $56K
|
49.5K
$2.81M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-990- 7.84% |
$54.2K - $58.2K
|
11.6K
$660K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.11K- 0.97% |
$60.5K - $65K
|
113K
$6.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.4K- 4.67% |
$76.6K - $82.2K
|
28.6K
$1.62M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.62K- 13.15% |
$88.6K - $95.2K
|
10.7K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.78K- 12.94% |
$97.2K - $104K
|
11.9K
$677K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.8K- 2.55% |
$98.6K - $106K
|
68.8K
$3.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.85K- 3.27% |
$101K - $109K
|
54.9K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.49K- 30.66% |
$136K - $146K
|
5.62K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.49K- 34.53% |
$136K - $146K
|
4.72K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.86K- 1.2% |
$157K - $168K
|
236K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.87K- 36.75% |
$157K - $169K
|
4.94K
$280K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.04K- 16.49% |
$166K - $178K
|
15.4K
$871K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.16K- 29.82% |
$173K - $186K
|
7.43K
$421K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.28K- 7.11% |
$180K - $193K
|
42.9K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.44K- 4.04% |
$188K - $202K
|
81.7K
$4.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.5K- 10.25% |
$192K - $206K
|
30.6K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.32K- 29.53% |
$236K - $254K
|
10.3K
$584K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.73K- 5.37% |
$259K - $278K
|
83.3K
$4.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6.11K- 2.77% |
$334K - $359K
|
214K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.2K- 4.21% |
$339K - $364K
|
141K
$8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.4K- 4.27% |
$405K - $435K
|
166K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.88K- 41.0% |
$541K - $581K
|
14.2K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-10.6K- 15.24% |
$582K - $625K
|
59.1K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-11.7K- 46.4% |
$643K - $690K
|
13.6K
$769K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-14.8K- 95.92% |
$810K - $870K
|
629
$35.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-15.6K- 38.92% |
$851K - $914K
|
24.4K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-16.4K- 11.85% |
$897K - $963K
|
122K
$6.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 12.05% |
$927K - $995K
|
124K
$7.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.3K- 17.9% |
$1M - $1.08M
|
84K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-20.4K- 50.01% |
$1.11M - $1.2M
|
20.3K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.7K- 46.8% |
$1.4M - $1.51M
|
29.2K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-28.8K- 6.43% |
$1.57M - $1.69M
|
418K
$23.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-29K- 18.72% |
$1.59M - $1.7M
|
126K
$7.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-29.4K- 30.34% |
$1.61M - $1.73M
|
67.5K
$3.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32K- 4.05% |
$1.75M - $1.88M
|
760K
$43.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-37.6K- 80.57% |
$2.06M - $2.21M
|
9.07K
$514K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-51.2K- 99.73% |
$2.8M - $3.01M
|
140
$7.94K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.7K- 18.05% |
$4.91M - $5.27M
|
407K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.7K- 18.05% |
$4.91M - $5.27M
|
407K
$23.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-99.4K- 99.93% |
$5.44M - $5.84M
|
67
$3.8K
|