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 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
317+ 2.46% |
$19.6K - $20.8K
|
13.2K
$748K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
312+ 8.0% |
$19.3K - $20.5K
|
4.21K
$239K
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
300+ 4.72% |
$18.5K - $19.7K
|
6.66K
$378K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
291+ 32.48% |
$18K - $19.1K
|
1.19K
$67.3K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
273+ 1.6% |
$16.9K - $17.9K
|
17.3K
$982K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
265+ 3.04% |
$16.4K - $17.4K
|
8.98K
$509K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221+ 22100.0% |
$13.6K - $14.5K
|
222
$12.6K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
185New |
$11.4K - $12.1K
|
185
$10.5K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
155New |
$9.57K - $10.2K
|
155
$8.79K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
155New |
$9.57K - $10.2K
|
155
$8.79K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
150New |
$9.26K - $9.84K
|
150
$8.5K
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
146+ 15.27% |
$9.01K - $9.58K
|
1.1K
$62.5K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
145+ 4.36% |
$8.95K - $9.51K
|
3.47K
$197K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118+ 0.76% |
$7.28K - $7.74K
|
15.7K
$888K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
110New |
$6.79K - $7.22K
|
110
$6.24K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
103+ 2.4% |
$6.36K - $6.76K
|
4.4K
$250K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
86+ 1.82% |
$5.31K - $5.64K
|
4.82K
$273K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84+ 1.88% |
$5.19K - $5.51K
|
4.56K
$258K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68New |
$4.2K - $4.46K
|
68
$3.85K
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
65+ 1.42% |
$4.01K - $4.26K
|
4.63K
$263K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
60New |
$3.7K - $3.94K
|
60
$3.4K
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 1.02% |
$3.09K - $3.28K
|
4.95K
$281K
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 76.92% |
$3.09K - $3.28K
|
115
$6.52K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 0.22% |
$1.36K - $1.44K
|
10K
$568K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20New |
$1.23K - $1.31K
|
20
$1.13K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
19+ 0.34% |
$1.17K - $1.25K
|
5.59K
$317K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 0.54% |
$926 - $984
|
2.78K
$157K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 0.44% |
$926 - $984
|
3.44K
$195K
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.11% |
$432 - $459
|
6.3K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7+ 0.38% |
$432 - $459
|
1.87K
$106K
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.92% |
$61.7 - $65.6
|
53
$3K
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$61.7 - $65.6
|
13.7K
$777K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1- 0.01% |
$61.7 - $65.6
|
7.5K
$425K
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2- 0.03% |
$123 - $131
|
6.88K
$390K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-17- 0.11% |
$1.05K - $1.12K
|
15K
$850K
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-37- 0.53% |
$2.28K - $2.43K
|
6.99K
$396K
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
SELL
|
- |
-79- 1.41% |
$4.88K - $5.18K
|
5.53K
$313K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-114- 1.02% |
$7.04K - $7.48K
|
11.1K
$629K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-122- 0.35% |
$7.53K - $8K
|
34.9K
$1.98M
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-147- 1.33% |
$9.07K - $9.64K
|
10.9K
$618K
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-148Closed |
$9.14K - $9.71K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-154- 0.66% |
$9.51K - $10.1K
|
23.3K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-180- 2.77% |
$11.1K - $11.8K
|
6.31K
$358K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-186- 0.68% |
$11.5K - $12.2K
|
27.3K
$1.55M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-201- 29.09% |
$12.4K - $13.2K
|
490
$27.8K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-216- 5.18% |
$13.3K - $14.2K
|
3.95K
$224K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-255- 1.46% |
$15.7K - $16.7K
|
17.3K
$978K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-297- 2.71% |
$18.3K - $19.5K
|
10.7K
$605K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 11.93% |
$18.5K - $19.7K
|
2.22K
$126K
|