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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.64KNew |
$184K - $216K
|
3.64K
$214K
|
|
Feb 16, 2021
Q4 2020
|
Edge Capital Group, LLC
|
BUY
|
- |
3.62KNew |
$184K - $216K
|
3.62K
$214K
|
|
Feb 16, 2021
Q4 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.62KNew |
$184K - $216K
|
3.62K
$214K
|
|
Jan 29, 2021
Q4 2020
|
Caprock Group, Inc.
|
BUY
|
- |
3.6KNew |
$183K - $214K
|
3.6K
$212K
|
|
Feb 02, 2021
Q4 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.53KNew |
$179K - $210K
|
3.53K
$208K
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.4KNew |
$172K - $202K
|
3.4K
$200K
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
2.87K+ 1.51% |
$146K - $171K
|
193K
$11.4M
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 52.74% |
$145K - $170K
|
8.29K
$489K
|
|
Feb 16, 2021
Q4 2020
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.73K+ 22.31% |
$138K - $162K
|
15K
$883K
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.66KNew |
$135K - $158K
|
2.66K
$157K
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.53K+ 23.39% |
$128K - $150K
|
13.3K
$785K
|
|
Jan 29, 2021
Q4 2020
|
One Day In July LLC
|
BUY
|
- |
2.23K+ 26.43% |
$113K - $133K
|
10.7K
$630K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 1.31% |
$96.3K - $113K
|
147K
$8.64M
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.84KNew |
$93.5K - $110K
|
1.84K
$109K
|
|
Feb 08, 2021
Q4 2020
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.78K+ 0.89% |
$90.1K - $106K
|
201K
$11.8M
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.66K+ 17.36% |
$83.9K - $98.5K
|
11.2K
$660K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
1.64KNew |
$83.2K - $97.7K
|
1.64K
$96.8K
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.47K+ 9.41% |
$74.4K - $87.3K
|
17.1K
$1.01M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 12.43% |
$68.6K - $80.5K
|
12.2K
$721K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.24K+ 9.82% |
$62.7K - $73.6K
|
13.8K
$815K
|
|
Jan 12, 2021
Q4 2020
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.21K+ 8.13% |
$61.2K - $71.8K
|
16.1K
$947K
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.19KNew |
$60.4K - $70.9K
|
1.19K
$70.2K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.19KNew |
$60.4K - $70.9K
|
1.19K
$70.2K
|
|
Feb 12, 2021
Q4 2020
|
Equitable Trust CO
|
BUY
|
- |
1.19K+ 9.67% |
$60.1K - $70.5K
|
13.4K
$792K
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.1K+ 0.56% |
$55.6K - $65.3K
|
197K
$11.6M
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
1.08K+ 29.3% |
$54.8K - $64.3K
|
4.77K
$281K
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
BUY
|
- |
1.04K+ 2.04% |
$52.5K - $61.7K
|
51.9K
$3.06M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 22.96% |
$50.8K - $59.6K
|
5.37K
$316K
|
|
Jan 12, 2021
Q4 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
818+ 3.43% |
$41.5K - $48.7K
|
24.7K
$1.46M
|
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
777+ 1.35% |
$39.4K - $46.2K
|
58.5K
$3.45M
|
|
Jan 21, 2021
Q4 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
773New |
$39.2K - $46K
|
773
$45.6K
|
|
Jan 19, 2021
Q4 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
724+ 8.71% |
$36.7K - $43.1K
|
9.03K
$533K
|
|
Jan 25, 2021
Q4 2020
|
Ledyard National Bank
|
BUY
|
- |
717+ 4.58% |
$36.4K - $42.7K
|
16.4K
$965K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
652+ 10.66% |
$33.1K - $38.8K
|
6.77K
$399K
|
|
Feb 08, 2021
Q4 2020
|
Sageworth Trust CO
|
BUY
|
- |
573+ 14.73% |
$29.1K - $34.1K
|
4.46K
$263K
|
|
Jan 20, 2021
Q4 2020
|
Ogorek Anthony Joseph
|
BUY
|
- |
538+ 0.58% |
$27.3K - $32K
|
94K
$5.55M
|
|
Jan 19, 2021
Q4 2020
|
Stewardship Advisors, LLC
|
BUY
|
- |
516+ 1.18% |
$26.2K - $30.7K
|
44.4K
$2.62M
|
|
Feb 16, 2021
Q4 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
500+ 11.49% |
$25.4K - $29.8K
|
4.85K
$286K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
486+ 12.38% |
$24.6K - $28.9K
|
4.41K
$260K
|
|
Jan 25, 2021
Q4 2020
|
Hardy Reed LLC
|
BUY
|
- |
480+ 4.47% |
$24.3K - $28.6K
|
11.2K
$662K
|
|
Feb 03, 2021
Q4 2020
|
Baldrige Asset Management LLC
|
BUY
|
- |
397+ 4.53% |
$20.1K - $23.6K
|
9.16K
$540K
|
|
Sep 01, 2023
Q4 2020
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
369+ 9.14% |
$18.7K - $22K
|
4.41K
$260K
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
327+ 21.51% |
$16.6K - $19.5K
|
1.85K
$109K
|
|
Feb 04, 2021
Q4 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
300+ 6.45% |
$15.2K - $17.9K
|
4.95K
$292K
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
295+ 1.41% |
$15K - $17.6K
|
21.2K
$1.25M
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
206+ 69.13% |
$10.4K - $12.3K
|
504
$29.7K
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
200+ 34.78% |
$10.1K - $11.9K
|
775
$45.7K
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
180+ 24.36% |
$9.13K - $10.7K
|
919
$54.2K
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
161+ 1.29% |
$8.17K - $9.58K
|
12.6K
$743K
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
135+ 7.12% |
$6.85K - $8.03K
|
2.03K
$120K
|