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 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-337- 4.63% |
$20.8K - $22.1K
|
6.94K
$393K
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-352- 6.68% |
$21.7K - $23.1K
|
4.92K
$279K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-532- 1.39% |
$32.8K - $34.9K
|
37.7K
$2.13M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-625- 18.8% |
$38.6K - $41K
|
2.7K
$153K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-691- 1.55% |
$42.7K - $45.3K
|
43.8K
$2.48M
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-826- 2.69% |
$51K - $54.2K
|
29.9K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-851- 0.18% |
$52.5K - $55.8K
|
466K
$26.4M
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-931- 1.15% |
$57.5K - $61.1K
|
80K
$4.53M
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.21K- 18.11% |
$74.6K - $79.3K
|
5.46K
$310K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1.24K- 26.57% |
$76.4K - $81.2K
|
3.42K
$194K
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.65K- 1.79% |
$102K - $108K
|
90.5K
$5.13M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.73K- 4.52% |
$107K - $114K
|
36.6K
$2.07M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.87K- 4.24% |
$116K - $123K
|
42.3K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.99K- 2.98% |
$123K - $130K
|
64.8K
$3.67M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.04KClosed |
$126K - $134K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.57K- 85.31% |
$159K - $169K
|
443
$25.1K
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$210K - $223K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.72KClosed |
$229K - $244K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.16KClosed |
$257K - $273K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.73KClosed |
$292K - $310K
|
0
$0
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.5K- 69.17% |
$339K - $361K
|
2.45K
$139K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6K- 8.64% |
$370K - $394K
|
63.4K
$3.59M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
$374K - $397K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-9.87K- 57.2% |
$609K - $647K
|
7.38K
$418K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 31.75% |
$768K - $817K
|
26.8K
$1.52M
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-15.6K- 34.16% |
$966K - $1.03M
|
30.1K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-17.7K- 82.4% |
$1.09M - $1.16M
|
3.78K
$214K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-55.7K- 17.76% |
$3.44M - $3.65M
|
258K
$14.6M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-112KClosed |
$6.94M - $7.38M
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-178K- 92.22% |
$11M - $11.7M
|
15K
$850K
|