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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.94KNew |
$116K - $125K
|
1.94K
$110K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.84KNew |
$111K - $119K
|
1.84K
$104K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.84K+ 184100.0% |
$111K - $119K
|
1.84K
$104K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 108.59% |
$107K - $115K
|
3.42K
$194K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.75K+ 23.92% |
$105K - $113K
|
9.04K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.66K+ 21.76% |
$99.4K - $107K
|
9.26K
$525K
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.65K+ 1.82% |
$98.8K - $106K
|
92.1K
$5.22M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.65K+ 1.82% |
$98.8K - $106K
|
92.1K
$5.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.55K+ 0.43% |
$92.8K - $99.7K
|
362K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.54K+ 9.18% |
$92.2K - $99K
|
18.3K
$1.04M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.47KNew |
$88.4K - $95K
|
1.47K
$83.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43K+ 641.89% |
$85.6K - $91.9K
|
1.65K
$93.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.33K+ 3.81% |
$79.9K - $85.8K
|
36.2K
$2.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.33KNew |
$79.9K - $85.8K
|
1.33K
$75.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 16.01% |
$75K - $80.6K
|
9.05K
$513K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.18K+ 3.34% |
$71.1K - $76.4K
|
36.6K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 25.04% |
$68.5K - $73.6K
|
5.7K
$323K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.14K+ 6.56% |
$68.2K - $73.3K
|
18.5K
$1.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.09K+ 15.05% |
$65.2K - $70K
|
8.3K
$470K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.05K+ 6.92% |
$63.1K - $67.8K
|
16.2K
$921K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.04K+ 1.09% |
$62.5K - $67.1K
|
96.4K
$5.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
853+ 18.42% |
$51.2K - $55K
|
5.48K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
841+ 5.37% |
$50.5K - $54.3K
|
16.5K
$935K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
746+ 11.85% |
$44.8K - $48.1K
|
7.04K
$399K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
657+ 2.18% |
$39.5K - $42.4K
|
30.8K
$1.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
643+ 12.53% |
$38.6K - $41.5K
|
5.77K
$327K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
630New |
$37.8K - $40.6K
|
630
$35.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
622+ 8.97% |
$37.4K - $40.1K
|
7.56K
$428K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
591+ 0.89% |
$35.5K - $38.1K
|
67K
$3.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
586+ 6.72% |
$35.2K - $37.8K
|
9.31K
$528K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
563+ 10.72% |
$33.8K - $36.3K
|
5.81K
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
551+ 1.84% |
$33.1K - $35.5K
|
30.4K
$1.72M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
500New |
$30K - $32.3K
|
500
$28.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
484New |
$29.1K - $31.2K
|
484
$27.4K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
427+ 3.72% |
$25.6K - $27.5K
|
11.9K
$674K
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
393+ 8.1% |
$23.6K - $25.4K
|
5.25K
$297K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
346New |
$20.8K - $22.3K
|
346
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
332+ 6.82% |
$19.9K - $21.4K
|
5.2K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
322+ 6.41% |
$19.3K - $20.8K
|
5.34K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
303+ 4.04% |
$18.2K - $19.5K
|
7.81K
$443K
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
225+ 1.64% |
$13.5K - $14.5K
|
13.9K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
200+ 1.33% |
$12K - $12.9K
|
15.2K
$861K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
170+ 1.59% |
$10.2K - $11K
|
10.8K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
162+ 1.09% |
$9.73K - $10.5K
|
15.1K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
158+ 3.48% |
$9.49K - $10.2K
|
4.69K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
148New |
$8.89K - $9.55K
|
148
$8.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
146+ 2.05% |
$8.77K - $9.42K
|
7.25K
$411K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.01K - $6.45K
|
100
$5.67K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100+ 20.41% |
$6.01K - $6.45K
|
590
$33.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
96+ 1.76% |
$5.76K - $6.19K
|
5.56K
$315K
|