Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.43K+ 0.98% |
$68.8K - $79.2K
|
147K
$8.39M
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.34K+ 16.73% |
$64.1K - $73.8K
|
9.32K
$531K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.33K+ 20.85% |
$63.9K - $73.5K
|
7.7K
$439K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 15.16% |
$62K - $71.4K
|
9.81K
$559K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.29KNew |
$61.9K - $71.2K
|
1.29K
$73.4K
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.27K+ 4.98% |
$60.8K - $69.9K
|
26.7K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.22K+ 5.26% |
$58.5K - $67.3K
|
24.4K
$1.39M
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.12K+ 21.7% |
$53.7K - $61.8K
|
6.27K
$357K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.04KNew |
$50.1K - $57.7K
|
1.04K
$59.4K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.01K+ 1.0% |
$48.6K - $55.9K
|
102K
$5.79M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1K+ 17.71% |
$48.2K - $55.5K
|
6.67K
$380K
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1K+ 3.92% |
$48.1K - $55.3K
|
26.5K
$1.51M
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1K+ 22.88% |
$48.1K - $55.3K
|
5.37K
$306K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
993New |
$47.7K - $54.9K
|
993
$56.6K
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
958+ 8.71% |
$46K - $53K
|
12K
$681K
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
813+ 1.46% |
$39.1K - $44.9K
|
56.7K
$3.23M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
732New |
$35.2K - $40.5K
|
732
$41.7K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
713+ 5.75% |
$34.3K - $39.4K
|
13.1K
$747K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
697+ 6.42% |
$33.5K - $38.5K
|
11.5K
$658K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
626+ 5.28% |
$30.1K - $34.6K
|
12.5K
$711K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
614+ 5.09% |
$29.5K - $33.9K
|
12.7K
$723K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
612+ 1.86% |
$29.4K - $33.8K
|
33.5K
$1.91M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
578+ 1.8% |
$27.8K - $32K
|
32.7K
$1.86M
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
570+ 16.82% |
$27.4K - $31.5K
|
3.96K
$226K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
541+ 5.96% |
$26K - $29.9K
|
9.62K
$548K
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
515+ 5.91% |
$24.7K - $28.5K
|
9.24K
$526K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
507+ 11.73% |
$24.4K - $28K
|
4.83K
$275K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
496New |
$23.8K - $27.4K
|
496
$28.3K
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
482+ 9.73% |
$23.2K - $26.6K
|
5.44K
$310K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
479+ 7.12% |
$23K - $26.5K
|
7.21K
$411K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
438+ 0.18% |
$21K - $24.2K
|
241K
$13.7M
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
431+ 8.28% |
$20.7K - $23.8K
|
5.64K
$321K
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
413+ 3.17% |
$19.8K - $22.8K
|
13.4K
$766K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
380+ 8.43% |
$18.3K - $21K
|
4.89K
$279K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
302New |
$14.5K - $16.7K
|
302
$17.2K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
296+ 7.75% |
$14.2K - $16.4K
|
4.11K
$234K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
252+ 3.08% |
$12.1K - $13.9K
|
8.44K
$481K
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
233+ 4.72% |
$11.2K - $12.9K
|
5.17K
$295K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
224+ 87.5% |
$10.8K - $12.4K
|
480
$27.4K
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
223+ 1.01% |
$10.7K - $12.3K
|
22.4K
$1.28M
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
222+ 0.35% |
$10.7K - $12.3K
|
64K
$3.65M
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
220+ 2.96% |
$10.6K - $12.2K
|
7.64K
$435K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
200+ 5.02% |
$9.61K - $11.1K
|
4.18K
$238K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
174+ 1.0% |
$8.36K - $9.62K
|
17.6K
$1M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
168+ 0.51% |
$8.07K - $9.29K
|
33.4K
$1.9M
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
163+ 2.77% |
$7.83K - $9.01K
|
6.06K
$345K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160New |
$7.69K - $8.84K
|
160
$9.12K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
146+ 8.02% |
$7.02K - $8.07K
|
1.97K
$112K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
145New |
$6.97K - $8.02K
|
145
$8.26K
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
137+ 0.95% |
$6.58K - $7.57K
|
14.6K
$831K
|