Purchases and Sales Made in Q4 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6.59KNew |
$396K - $425K
|
6.59K
$374K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.06K+ 510.53% |
$364K - $391K
|
7.25K
$411K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6K+ 9.46% |
$360K - $387K
|
69.4K
$3.93M
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.95KNew |
$357K - $384K
|
5.95K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.47K+ 46.79% |
$329K - $353K
|
17.2K
$973K
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
5.4KNew |
$324K - $348K
|
5.4K
$306K
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
5.09K+ 2.67% |
$306K - $328K
|
196K
$11.1M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5.07K+ 146.08% |
$304K - $327K
|
8.53K
$484K
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.87K+ 20.27% |
$292K - $314K
|
28.9K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.86KNew |
$292K - $313K
|
4.86K
$275K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.81K+ 8.21% |
$289K - $310K
|
63.3K
$3.59M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.73K+ 35.84% |
$284K - $305K
|
17.9K
$1.02M
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.58K+ 26.55% |
$275K - $295K
|
21.8K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
4.53K+ 7.61% |
$272K - $292K
|
64.1K
$3.63M
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.53KNew |
$272K - $292K
|
4.53K
$257K
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
4.39KNew |
$263K - $283K
|
4.39K
$249K
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.32KNew |
$259K - $279K
|
4.32K
$245K
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.29K+ 54.63% |
$257K - $276K
|
12.1K
$688K
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.27KNew |
$256K - $275K
|
4.27K
$242K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.23K+ 42.16% |
$254K - $273K
|
14.3K
$808K
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
4.2K+ 19.42% |
$252K - $271K
|
25.8K
$1.46M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.11K+ 22.04% |
$247K - $265K
|
22.8K
$1.29M
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.06KNew |
$244K - $262K
|
4.06K
$230K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4KNew |
$240K - $258K
|
4K
$227K
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.94KNew |
$237K - $254K
|
3.94K
$223K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
3.87KNew |
$233K - $250K
|
3.87K
$220K
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.86KNew |
$232K - $249K
|
3.86K
$219K
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
3.83KNew |
$230K - $247K
|
3.83K
$217K
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
3.69KNew |
$221K - $238K
|
3.69K
$209K
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
3.57KNew |
$214K - $230K
|
3.57K
$202K
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.51KNew |
$211K - $226K
|
3.51K
$199K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.5KNew |
$210K - $226K
|
3.5K
$198K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.42KNew |
$205K - $221K
|
3.42K
$194K
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$204K - $219K
|
3.39K
$192K
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.35KNew |
$201K - $216K
|
3.35K
$190K
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
3.26KNew |
$196K - $210K
|
3.26K
$185K
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.16K+ 41.2% |
$190K - $204K
|
10.8K
$614K
|
|
Feb 02, 2022
Q4 2021
|
Refined Wealth Management
|
BUY
|
- |
3.1K+ 4.19% |
$186K - $200K
|
77.2K
$4.38M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.04K+ 19.2% |
$182K - $196K
|
18.9K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99KNew |
$180K - $193K
|
2.99K
$170K
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.91K+ 18.15% |
$175K - $187K
|
18.9K
$1.07M
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
2.82K+ 22.42% |
$169K - $182K
|
15.4K
$872K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.81K+ 4.74% |
$169K - $181K
|
62.1K
$3.52M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.66K+ 3.65% |
$160K - $172K
|
75.6K
$4.28M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.63K+ 3.07% |
$158K - $170K
|
88.3K
$5M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.61K+ 27.28% |
$157K - $169K
|
12.2K
$691K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.6K+ 8.89% |
$156K - $167K
|
31.8K
$1.8M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.19KNew |
$131K - $141K
|
2.19K
$124K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.09K+ 1.31% |
$125K - $135K
|
162K
$9.18M
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
2.03K+ 21.41% |
$122K - $131K
|
11.5K
$651K
|