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
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
117+ 2.07% |
$5.93K - $6.96K
|
5.77K
$337K
|
|
Feb 12, 2021
Q4 2020
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109+ 0.1% |
$5.53K - $6.49K
|
109K
$6.39M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
108+ 1.73% |
$5.48K - $6.43K
|
6.34K
$370K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100+ 25.64% |
$5.07K - $5.95K
|
490
$28.6K
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96+ 4.92% |
$4.87K - $5.71K
|
2.05K
$120K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
89+ 3.97% |
$4.51K - $5.3K
|
2.33K
$136K
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
83New |
$4.21K - $4.94K
|
83
$4.85K
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
76+ 2.36% |
$3.85K - $4.52K
|
3.3K
$193K
|
|
Feb 22, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
66+ 0.46% |
$3.35K - $3.93K
|
14.4K
$843K
|
|
Feb 11, 2021
Q4 2020
|
Wells Financial Advisors Inc
|
BUY
|
- |
53New |
$2.69K - $3.15K
|
53
$3.1K
|
|
Jan 27, 2021
Q4 2020
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
31+ 0.58% |
$1.57K - $1.84K
|
5.4K
$315K
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19+ 0.43% |
$964 - $1.13K
|
4.46K
$261K
|
|
Feb 10, 2021
Q4 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
11+ 0.26% |
$558 - $655
|
4.24K
$247K
|
|
May 09, 2023
Q4 2020
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.23% |
$406 - $476
|
3.48K
$203K
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.15% |
$355 - $417
|
4.55K
$266K
|
|
Feb 04, 2021
Q4 2020
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2+ 0.03% |
$101 - $119
|
5.87K
$343K
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1New |
$50.7 - $59.5
|
1
$58.4
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$50.7 - $59.5
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39- 0.95% |
$1.98K - $2.32K
|
4.08K
$238K
|
|
Jan 25, 2021
Q4 2020
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-352- 5.71% |
$17.9K - $20.9K
|
5.81K
$339K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-518Closed |
$26.3K - $30.8K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-546- 1.73% |
$27.7K - $32.5K
|
31.1K
$1.82M
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-818- 14.23% |
$41.5K - $48.7K
|
4.93K
$288K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.31K- 3.2% |
$66.4K - $78K
|
39.6K
$2.31M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-1.64KClosed |
$83.2K - $97.7K
|
0
$0
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.8K- 4.35% |
$91.1K - $107K
|
39.5K
$2.3M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.88K- 28.39% |
$95.6K - $112K
|
4.75K
$278K
|
|
Feb 04, 2021
Q4 2020
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.3K- 26.43% |
$117K - $137K
|
6.41K
$375K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.86K- 94.93% |
$145K - $170K
|
153
$8.94K
|
|
Feb 12, 2021
Q4 2020
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.31K- 1.79% |
$168K - $197K
|
182K
$10.6M
|
|
Mar 02, 2021
Q4 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.02KClosed |
$204K - $239K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
SELL
|
- |
-6.78KClosed |
$344K - $403K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.8KClosed |
$854K - $1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-27K- 24.92% |
$1.37M - $1.61M
|
81.3K
$4.75M
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-27.6K- 82.0% |
$1.4M - $1.64M
|
6.05K
$353K
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.5K- 61.75% |
$1.65M - $1.93M
|
20.1K
$1.17M
|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-42.8KClosed |
$2.17M - $2.55M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47K- 40.05% |
$2.38M - $2.8M
|
70.3K
$4.11M
|