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
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.53KNew |
$218K - $232K
|
3.53K
$204K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.49KNew |
$215K - $229K
|
3.49K
$202K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.41KNew |
$210K - $223K
|
3.41K
$197K
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.19K+ 9.5% |
$197K - $209K
|
36.8K
$2.13M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.93K+ 22.41% |
$181K - $192K
|
16K
$926K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 22.85% |
$167K - $177K
|
14.5K
$841K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.41K+ 45.85% |
$149K - $158K
|
7.67K
$444K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.39K+ 17.04% |
$148K - $157K
|
16.4K
$951K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.94K+ 7.13% |
$120K - $127K
|
29.2K
$1.69M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.67K+ 313.88% |
$103K - $110K
|
2.21K
$128K
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.62K+ 11.94% |
$100K - $106K
|
15.2K
$879K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.6K+ 3.51% |
$98.6K - $105K
|
47.1K
$2.72M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.51KNew |
$93.3K - $99.1K
|
1.51K
$87.4K
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.51K+ 4.44% |
$92.9K - $98.7K
|
35.4K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5K+ 2207.35% |
$92.7K - $98.5K
|
1.57K
$90.8K
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
1.39K+ 6.86% |
$85.7K - $91.1K
|
21.6K
$1.25M
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
1.39K+ 17.14% |
$85.5K - $90.9K
|
9.47K
$548K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.2K+ 8.19% |
$74K - $78.6K
|
15.8K
$915K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.18K+ 14.27% |
$73K - $77.6K
|
9.47K
$548K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.14K+ 18.8% |
$70.4K - $74.9K
|
7.21K
$417K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.03K+ 0.65% |
$63.5K - $67.4K
|
160K
$9.25M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.01KNew |
$62K - $65.9K
|
1.01K
$58.1K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
960+ 304.76% |
$59.3K - $63K
|
1.28K
$73.8K
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
941+ 13.63% |
$58.1K - $61.7K
|
7.85K
$454K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
935+ 23.77% |
$57.7K - $61.3K
|
4.87K
$282K
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
935+ 4.05% |
$57.7K - $61.3K
|
24K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
914+ 8.48% |
$56.4K - $60K
|
11.7K
$677K
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
907+ 14.2% |
$56K - $59.5K
|
7.3K
$422K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
841New |
$51.9K - $55.2K
|
841
$48.7K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
808+ 1.12% |
$49.9K - $53K
|
72.9K
$4.22M
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
782+ 13.91% |
$48.3K - $51.3K
|
6.41K
$371K
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
705+ 13.72% |
$43.5K - $46.3K
|
5.84K
$338K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
701+ 49.68% |
$43.3K - $46K
|
2.11K
$122K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
675New |
$41.7K - $44.3K
|
675
$39.1K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
675+ 132.09% |
$41.7K - $44.3K
|
1.19K
$68.6K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
645+ 18.43% |
$39.8K - $42.3K
|
4.15K
$240K
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
634+ 15.03% |
$39.1K - $41.6K
|
4.85K
$281K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
607+ 8.44% |
$37.5K - $39.8K
|
7.8K
$451K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
587+ 5.39% |
$36.2K - $38.5K
|
11.5K
$664K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
485New |
$29.9K - $31.8K
|
485
$28.1K
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
470+ 11.75% |
$29K - $30.8K
|
4.47K
$259K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
470+ 5.43% |
$29K - $30.8K
|
9.13K
$528K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
431+ 8.56% |
$26.6K - $28.3K
|
5.46K
$316K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
425New |
$26.2K - $27.9K
|
425
$24.6K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
418+ 4.45% |
$25.8K - $27.4K
|
9.8K
$567K
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
BUY
|
- |
395+ 3.25% |
$24.4K - $25.9K
|
12.6K
$727K
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
392+ 5.43% |
$24.2K - $25.7K
|
7.61K
$440K
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
370+ 0.39% |
$22.8K - $24.3K
|
95.4K
$5.52M
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
350+ 7.14% |
$21.6K - $23K
|
5.25K
$304K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
342+ 44.24% |
$21.1K - $22.4K
|
1.12K
$64.5K
|