Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.23M+ 6938.06% |
$62.6M - $73.4M
|
1.25M
$73.1M
|
|
May 05, 2021
Q4 2020
|
Platt Investment Counsel, LLC
|
BUY
|
- |
453KNew |
$23M - $27M
|
453K
$26.5M
|
|
Feb 16, 2021
Q4 2020
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
270KNew |
$13.7M - $16.1M
|
270K
$15.8M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
83.1K+ 23.17% |
$4.21M - $4.94M
|
442K
$25.8M
|
|
Jan 15, 2021
Q4 2020
|
Boston Trust Walden Corp
|
BUY
|
- |
75.5KNew |
$3.83M - $4.49M
|
75.5K
$4.41M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
67.6K+ 25.55% |
$3.43M - $4.02M
|
332K
$19.4M
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
BUY
|
- |
58.8K+ 18.28% |
$2.98M - $3.5M
|
380K
$22.2M
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
46.2KNew |
$2.35M - $2.75M
|
46.2K
$2.7M
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
45.9KNew |
$2.33M - $2.73M
|
45.9K
$2.68M
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
37.9K+ 56.75% |
$1.92M - $2.25M
|
105K
$6.11M
|
|
Feb 10, 2021
Q4 2020
|
Northeast Investment Management
|
BUY
|
- |
33.3KNew |
$1.69M - $1.98M
|
33.3K
$1.94M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.6KNew |
$1.4M - $1.64M
|
27.6K
$1.61M
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.2K+ 28.24% |
$1.18M - $1.38M
|
105K
$6.16M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 78.0% |
$1.13M - $1.32M
|
50.7K
$2.96M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.2K+ 124.45% |
$1.12M - $1.32M
|
40K
$2.34M
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
18.9KNew |
$957K - $1.12M
|
18.9K
$1.1M
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
17.1KNew |
$865K - $1.02M
|
17.1K
$996K
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
14.6K+ 47.03% |
$738K - $866K
|
45.5K
$2.66M
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$728K - $855K
|
14.4K
$839K
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
14.3KNew |
$726K - $852K
|
14.3K
$836K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.7K+ 29.05% |
$646K - $758K
|
56.6K
$3.31M
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.8K+ 97.35% |
$601K - $705K
|
24K
$1.4M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 203.28% |
$581K - $682K
|
17.1K
$998K
|
|
Jan 29, 2021
Q4 2020
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10KNew |
$507K - $595K
|
10K
$584K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.59K+ 154.46% |
$487K - $571K
|
15.8K
$923K
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.46K+ 74.75% |
$480K - $563K
|
22.1K
$1.29M
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
8.57KNew |
$435K - $510K
|
8.57K
$501K
|
|
Feb 11, 2021
Q4 2020
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
8.5K+ 161.14% |
$431K - $506K
|
13.8K
$805K
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.33KNew |
$422K - $496K
|
8.33K
$486K
|
|
Feb 04, 2021
Q4 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.08KNew |
$410K - $481K
|
8.08K
$472K
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.6KNew |
$386K - $452K
|
7.6K
$444K
|
|
Feb 12, 2021
Q4 2020
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.05KNew |
$357K - $419K
|
7.05K
$412K
|
|
Feb 18, 2021
Q4 2020
|
Apella Capital, LLC
|
BUY
|
- |
6.31K+ 71.11% |
$320K - $376K
|
15.2K
$887K
|
|
Feb 11, 2021
Q4 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.29KNew |
$319K - $374K
|
6.29K
$367K
|
|
Feb 10, 2021
Q4 2020
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.11KNew |
$310K - $364K
|
6.11K
$357K
|
|
Feb 01, 2021
Q4 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.87K+ 21.09% |
$298K - $349K
|
33.7K
$1.97M
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
BUY
|
- |
5.38KNew |
$273K - $320K
|
5.38K
$314K
|
|
Feb 10, 2021
Q4 2020
|
Financial Counselors Inc
|
BUY
|
- |
5.13KNew |
$260K - $305K
|
5.13K
$300K
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.9KNew |
$249K - $292K
|
4.9K
$286K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 102.36% |
$222K - $261K
|
8.67K
$506K
|
|
Jan 20, 2021
Q4 2020
|
Brickley Wealth Management
|
BUY
|
- |
4.26KNew |
$216K - $254K
|
4.26K
$249K
|
|
Feb 08, 2021
Q4 2020
|
Parsons Capital Management Inc
|
BUY
|
- |
4.2KNew |
$213K - $250K
|
4.2K
$245K
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.09KNew |
$208K - $244K
|
4.09K
$239K
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.08K+ 20.82% |
$207K - $243K
|
23.7K
$1.38M
|
|
Jan 27, 2021
Q4 2020
|
Optas, LLC
|
BUY
|
- |
3.95KNew |
$200K - $235K
|
3.95K
$231K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
3.85K+ 59.85% |
$195K - $229K
|
10.3K
$600K
|
|
Jan 15, 2021
Q4 2020
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.79KNew |
$192K - $226K
|
3.79K
$222K
|
|
Feb 11, 2021
Q4 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.76KNew |
$190K - $223K
|
3.76K
$219K
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.67KNew |
$186K - $218K
|
3.67K
$214K
|
|
Feb 12, 2021
Q4 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.65KNew |
$185K - $217K
|
3.65K
$213K
|