Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
515KNew |
$31.8M - $33.8M
|
515K
$29.3M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
356K+ 111.35% |
$22M - $23.3M
|
675K
$38.4M
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
334K+ 289.75% |
$20.6M - $21.9M
|
450K
$25.6M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
200K+ 9.06% |
$12.3M - $13.1M
|
2.4M
$137M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
195KNew |
$12M - $12.8M
|
195K
$11.1M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
193KNew |
$11.9M - $12.6M
|
193K
$11M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
118K+ 69.64% |
$7.27M - $7.72M
|
287K
$16.3M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57.8K+ 207.67% |
$3.57M - $3.79M
|
85.6K
$4.87M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.9K+ 16.99% |
$3.51M - $3.73M
|
391K
$22.2M
|
|
Nov 15, 2021
Q3 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
47.5KNew |
$2.93M - $3.12M
|
47.5K
$2.7M
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.2K+ 11.14% |
$2.23M - $2.37M
|
361K
$20.5M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.9K+ 8.33% |
$2.09M - $2.22M
|
441K
$25.1M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.5KNew |
$2M - $2.13M
|
32.5K
$1.85M
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.2K+ 12.5% |
$1.8M - $1.92M
|
263K
$14.9M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
27.1K+ 11.41% |
$1.68M - $1.78M
|
265K
$15.1M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23K+ 29.3% |
$1.42M - $1.51M
|
102K
$5.78M
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
21.8K+ 61.67% |
$1.35M - $1.43M
|
57.1K
$3.25M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.8K+ 40.06% |
$1.03M - $1.1M
|
58.6K
$3.33M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16.7KNew |
$1.03M - $1.1M
|
16.7K
$951K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
14.9K+ 3.25% |
$922K - $980K
|
474K
$27M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$921K - $979K
|
14.9K
$848K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11.3K+ 11.83% |
$699K - $743K
|
107K
$6.08M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 23.94% |
$698K - $742K
|
58.5K
$3.33M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 31.62% |
$663K - $705K
|
44.7K
$2.54M
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
10.5K+ 40.87% |
$649K - $689K
|
36.2K
$2.06M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 21.06% |
$636K - $676K
|
59.2K
$3.37M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.58KNew |
$591K - $628K
|
9.58K
$544K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.49K+ 73.4% |
$586K - $623K
|
22.4K
$1.27M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
8.97K+ 25.26% |
$553K - $588K
|
44.5K
$2.53M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
8.3K+ 19.29% |
$512K - $545K
|
51.3K
$2.92M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.78K+ 57.11% |
$418K - $445K
|
18.6K
$1.06M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
6.51K+ 24.4% |
$402K - $427K
|
33.2K
$1.89M
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.48K+ 7.81% |
$400K - $425K
|
89.4K
$5.08M
|
|
Oct 08, 2021
Q3 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
6.14K+ 1.34% |
$379K - $403K
|
464K
$26.4M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.25K+ 151.22% |
$324K - $345K
|
8.73K
$496K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
5.07K+ 34.92% |
$313K - $333K
|
19.6K
$1.11M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
5.02KNew |
$310K - $329K
|
5.02K
$285K
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5KNew |
$309K - $328K
|
5K
$284K
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.74K+ 5.52% |
$292K - $311K
|
90.5K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.53KNew |
$280K - $297K
|
4.53K
$258K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.4K+ 4.34% |
$272K - $289K
|
106K
$6.01M
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
4.37K+ 7.92% |
$270K - $287K
|
59.5K
$3.38M
|
|
Oct 18, 2021
Q3 2021
|
Refined Wealth Management
|
BUY
|
- |
4.12K+ 5.89% |
$254K - $270K
|
74.1K
$4.21M
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.99K+ 1.91% |
$246K - $261K
|
213K
$12.1M
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
3.98K+ 15.65% |
$246K - $261K
|
29.4K
$1.67M
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
3.93K+ 23.36% |
$243K - $258K
|
20.8K
$1.18M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.82K+ 153.85% |
$236K - $250K
|
6.3K
$358K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.71KNew |
$229K - $244K
|
3.71K
$211K
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
3.7K+ 1.98% |
$228K - $243K
|
191K
$10.8M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.58KNew |
$221K - $235K
|
3.58K
$203K
|