Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
151K+ 1966.09% |
$7.6M - $8.35M
|
159K
$9.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
111K+ 1.48% |
$5.56M - $6.12M
|
7.61M
$433M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.1K+ 4.63% |
$2.61M - $2.87M
|
1.18M
$66.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4KNew |
$2.38M - $2.61M
|
47.4K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
46.7K+ 23.6% |
$2.35M - $2.58M
|
244K
$13.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40.8KNew |
$2.05M - $2.25M
|
40.8K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.2K+ 48.05% |
$1.62M - $1.78M
|
99.2K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
26.3K+ 5.64% |
$1.32M - $1.45M
|
493K
$28M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7K+ 55.46% |
$1.24M - $1.37M
|
69.4K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 15.45% |
$1.09M - $1.19M
|
161K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 39.79% |
$890K - $978K
|
62.3K
$3.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3K+ 9.6% |
$869K - $954K
|
197K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 21.31% |
$836K - $919K
|
94.8K
$5.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14.9K+ 4.74% |
$748K - $822K
|
329K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14.5K+ 11.01% |
$727K - $798K
|
146K
$8.29M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14.1K+ 24.63% |
$710K - $780K
|
71.5K
$4.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2K+ 62.43% |
$663K - $729K
|
34.3K
$1.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.1K+ 20.24% |
$658K - $723K
|
77.8K
$4.42M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
12.5K+ 22.93% |
$628K - $690K
|
67.1K
$3.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
12.5K+ 22.93% |
$628K - $690K
|
67.1K
$3.81M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$545K - $599K
|
10.8K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.3K+ 244.54% |
$515K - $566K
|
14.4K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10KNew |
$502K - $552K
|
10K
$568K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
9.92K+ 6.52% |
$498K - $548K
|
162K
$9.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.59K+ 44.0% |
$482K - $529K
|
31.4K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.51KNew |
$478K - $525K
|
9.51K
$541K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
8.85K+ 7.02% |
$445K - $489K
|
135K
$7.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.34K+ 14.77% |
$419K - $460K
|
64.8K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.03K+ 114.66% |
$403K - $443K
|
15K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.01K+ 3.9% |
$402K - $442K
|
213K
$12.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.98KNew |
$401K - $440K
|
7.98K
$454K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
7.86K+ 32.38% |
$395K - $434K
|
32.2K
$1.83M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.54K+ 6.25% |
$379K - $416K
|
128K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.47K+ 1.67% |
$375K - $413K
|
454K
$25.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
6.97K+ 17.01% |
$350K - $384K
|
47.9K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.88K+ 3.8% |
$345K - $380K
|
188K
$10.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
6.34K+ 2.47% |
$318K - $350K
|
263K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.01KNew |
$302K - $332K
|
6.01K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
5.84K+ 9.24% |
$293K - $322K
|
69K
$3.92M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
5.11KNew |
$257K - $282K
|
5.11K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.05K+ 7.94% |
$254K - $279K
|
68.7K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.89K+ 18.09% |
$245K - $270K
|
31.9K
$1.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.35KNew |
$218K - $240K
|
4.35K
$247K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.23KNew |
$212K - $233K
|
4.23K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.88K+ 24.34% |
$195K - $214K
|
19.8K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.54K+ 9.68% |
$178K - $195K
|
40.1K
$2.28M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.39KNew |
$170K - $187K
|
3.39K
$193K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.31K+ 5.44% |
$166K - $183K
|
64.2K
$3.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.09K+ 2.75% |
$155K - $170K
|
115K
$6.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.75K+ 45.66% |
$138K - $152K
|
8.77K
$498K
|