Purchases and Sales Made in Q3 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.7K+ 2.64% |
$1.74M - $1.97M
|
1.23M
$74M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.5KNew |
$1.18M - $1.34M
|
21.5K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 12.12% |
$916K - $1.04M
|
154K
$9.24M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.8K+ 1.95% |
$814K - $920K
|
774K
$46.5M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12.5K+ 201.37% |
$686K - $776K
|
18.6K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11.9K+ 1893.0% |
$656K - $741K
|
12.5K
$752K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.83K+ 3.3% |
$486K - $550K
|
277K
$16.6M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.6K+ 72.31% |
$363K - $411K
|
15.7K
$944K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.49K+ 8.64% |
$357K - $404K
|
81.6K
$4.9M
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
5.31K+ 1.94% |
$292K - $331K
|
279K
$16.7M
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5.1KNew |
$281K - $318K
|
5.1K
$306K
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.86K+ 6.56% |
$267K - $302K
|
78.9K
$4.73M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
4.46K+ 13.61% |
$246K - $278K
|
37.2K
$2.23M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.78K+ 6.88% |
$208K - $235K
|
58.8K
$3.53M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.54KNew |
$195K - $220K
|
3.54K
$212K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.38KNew |
$186K - $211K
|
3.38K
$203K
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $210K
|
3.37K
$202K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$182K - $205K
|
3.3K
$198K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.91K+ 28.76% |
$160K - $181K
|
13K
$781K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.66K+ 25.86% |
$146K - $165K
|
12.9K
$776K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.12K+ 8.2% |
$117K - $132K
|
27.9K
$1.68M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 27.78% |
$85.1K - $96.2K
|
7.11K
$427K
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.95% |
$58.8K - $66.5K
|
37.2K
$2.23M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.01K+ 0.43% |
$55.6K - $62.8K
|
237K
$14.2M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
916New |
$50.4K - $57K
|
916
$55K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
768+ 2.63% |
$42.3K - $47.8K
|
29.9K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
403+ 12.28% |
$22.2K - $25.1K
|
3.68K
$221K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
361New |
$19.9K - $22.5K
|
361
$21.7K
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
332+ 8.48% |
$18.3K - $20.7K
|
4.25K
$255K
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
206+ 5.33% |
$11.3K - $12.8K
|
4.07K
$244K
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
198+ 1.31% |
$10.9K - $12.3K
|
15.3K
$919K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
174+ 0.57% |
$9.58K - $10.8K
|
30.7K
$1.84M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
148+ 2.57% |
$8.15K - $9.21K
|
5.91K
$355K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
123+ 1.99% |
$6.77K - $7.66K
|
6.32K
$379K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
99+ 1.89% |
$5.45K - $6.16K
|
5.34K
$321K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
75+ 1.74% |
$4.13K - $4.67K
|
4.39K
$263K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
48+ 0.65% |
$2.64K - $2.99K
|
7.48K
$449K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
45+ 0.39% |
$2.48K - $2.8K
|
11.7K
$701K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24+ 0.64% |
$1.32K - $1.49K
|
3.8K
$228K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
19+ 0.18% |
$1.05K - $1.18K
|
10.6K
$639K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 0.61% |
$936 - $1.06K
|
2.79K
$168K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
16+ 0.37% |
$881 - $996
|
4.32K
$259K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 13.86% |
$771 - $872
|
115
$6.9K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
11+ 0.19% |
$606 - $685
|
5.92K
$355K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
10+ 0.1% |
$551 - $623
|
10.3K
$621K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.99% |
$165 - $187
|
306
$18.4K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23- 0.23% |
$1.27K - $1.43K
|
10.1K
$603K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-48- 1.78% |
$2.64K - $2.99K
|
2.65K
$159K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-95- 0.92% |
$5.23K - $5.91K
|
10.3K
$616K
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-98- 2.53% |
$5.4K - $6.1K
|
3.77K
$226K
|