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 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
274+ 2.37% |
$13.8K - $15.1K
|
11.9K
$672K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
229+ 0.72% |
$11.5K - $12.6K
|
31.9K
$1.81M
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
224+ 3.56% |
$11.3K - $12.4K
|
6.52K
$370K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
191+ 1.49% |
$9.59K - $10.5K
|
13K
$739K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
184+ 2.97% |
$9.24K - $10.2K
|
6.37K
$361K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
183+ 2.29% |
$9.19K - $10.1K
|
8.19K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
181+ 9.36% |
$9.09K - $9.99K
|
2.12K
$120K
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
170+ 3.56% |
$8.54K - $9.38K
|
4.94K
$280K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
157New |
$7.89K - $8.67K
|
157
$8.9K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
154+ 92.22% |
$7.74K - $8.5K
|
321
$18.2K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
153+ 1.49% |
$7.69K - $8.45K
|
10.4K
$592K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
144+ 3.3% |
$7.23K - $7.95K
|
4.51K
$256K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
137+ 1.88% |
$6.88K - $7.56K
|
7.42K
$421K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
136+ 0.27% |
$6.83K - $7.51K
|
50.6K
$2.87M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
131+ 0.76% |
$6.58K - $7.23K
|
17.4K
$985K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
125+ 1.05% |
$6.28K - $6.9K
|
12K
$679K
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
120+ 0.5% |
$6.03K - $6.62K
|
24K
$1.36M
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
107+ 2.46% |
$5.37K - $5.91K
|
4.46K
$253K
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
100+ 0.7% |
$5.02K - $5.52K
|
14.5K
$819K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
86+ 2.07% |
$4.32K - $4.75K
|
4.23K
$240K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
78+ 0.36% |
$3.92K - $4.31K
|
21.7K
$1.23M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
76+ 2.36% |
$3.82K - $4.2K
|
3.29K
$187K
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
67+ 0.2% |
$3.37K - $3.7K
|
33.7K
$1.91M
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
62+ 0.28% |
$3.11K - $3.42K
|
22.2K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45+ 0.87% |
$2.26K - $2.48K
|
5.21K
$295K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
40+ 0.97% |
$2.01K - $2.21K
|
4.16K
$236K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33+ 0.46% |
$1.66K - $1.82K
|
7.24K
$410K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 5.12% |
$1.46K - $1.6K
|
595
$33.7K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28+ 0.64% |
$1.41K - $1.55K
|
4.4K
$249K
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
27+ 0.68% |
$1.36K - $1.49K
|
3.98K
$226K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
22+ 1.22% |
$1.11K - $1.21K
|
1.82K
$103K
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
21+ 0.08% |
$1.05K - $1.16K
|
27.7K
$1.57M
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
21+ 0.36% |
$1.05K - $1.16K
|
5.92K
$335K
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
20+ 0.44% |
$1K - $1.1K
|
4.54K
$257K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 6.77% |
$904 - $994
|
284
$16.1K
|
|
Nov 13, 2023
Q3 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
10+ 0.02% |
$502 - $552
|
49.8K
$2.82M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9+ 0.15% |
$452 - $497
|
6.21K
$352K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 0.46% |
$402 - $442
|
1.76K
$99.7K
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7+ 0.12% |
$352 - $386
|
5.95K
$337K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.07% |
$352 - $386
|
9.84K
$558K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 4.12% |
$201 - $221
|
101
$5.73K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.07% |
$151 - $166
|
4.26K
$242K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$151 - $166
|
10.7K
$605K
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.01% |
$50.2 - $55.2
|
7.64K
$433K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$50.2 - $55.2
|
17.1K
$968K
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-2- 9.52% |
$100 - $110
|
19
$1.08K
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2- 0.02% |
$100 - $110
|
10.4K
$588K
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-8- 0.14% |
$402 - $442
|
5.89K
$334K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13- 0.22% |
$653 - $718
|
5.97K
$338K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13- 4.83% |
$653 - $718
|
256
$14.5K
|