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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-243- 5.96% |
$11.7K - $13.4K
|
3.84K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-246- 5.59% |
$11.8K - $13.6K
|
4.15K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-250- 5.51% |
$12K - $13.8K
|
4.29K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-257- 5.03% |
$12.3K - $14.2K
|
4.85K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-306- 41.13% |
$14.7K - $16.9K
|
438
$25K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-330- 42.31% |
$15.9K - $18.2K
|
450
$25.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-337- 7.56% |
$16.2K - $18.6K
|
4.12K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-388- 3.08% |
$18.6K - $21.4K
|
12.2K
$695K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-410- 16.83% |
$19.7K - $22.7K
|
2.03K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-493- 2.76% |
$23.7K - $27.3K
|
17.4K
$991K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-579- 9.33% |
$27.8K - $32K
|
5.63K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-596- 0.37% |
$28.6K - $32.9K
|
161K
$9.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-669- 10.73% |
$32.1K - $37K
|
5.56K
$317K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-681- 9.47% |
$32.7K - $37.6K
|
6.51K
$371K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-725- 13.68% |
$34.8K - $40.1K
|
4.57K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-830- 32.74% |
$39.9K - $45.9K
|
1.71K
$97.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-874- 0.75% |
$42K - $48.3K
|
115K
$6.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-882- 4.51% |
$42.4K - $48.8K
|
18.7K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-901- 6.62% |
$43.3K - $49.8K
|
12.7K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 6.84% |
$48.8K - $56.1K
|
13.8K
$788K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.06K- 8.81% |
$50.7K - $58.3K
|
10.9K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.1K- 20.84% |
$52.9K - $60.9K
|
4.18K
$238K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.13K- 97.83% |
$54.2K - $62.3K
|
25
$1.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 11.72% |
$57K - $65.6K
|
8.94K
$509K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.26K- 10.11% |
$60.4K - $69.5K
|
11.2K
$637K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.26K- 14.74% |
$60.6K - $69.7K
|
7.29K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 30.98% |
$63.4K - $73K
|
2.94K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 21.16% |
$65.5K - $75.3K
|
5.08K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.61K- 5.29% |
$77.2K - $88.8K
|
28.8K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 2.51% |
$77.3K - $88.9K
|
62.6K
$3.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-1.77K- 4.51% |
$85.2K - $98K
|
37.6K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.85K- 10.04% |
$88.8K - $102K
|
16.6K
$943K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.93K- 11.77% |
$92.6K - $107K
|
14.5K
$823K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.44K- 16.52% |
$117K - $135K
|
12.3K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4K- 1.91% |
$164K - $188K
|
174K
$9.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.49K- 47.31% |
$168K - $193K
|
3.88K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-3.94K- 22.31% |
$189K - $218K
|
13.7K
$781K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-4.06K- 8.02% |
$195K - $224K
|
46.5K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.45K- 13.48% |
$262K - $301K
|
35K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5.65K- 19.29% |
$271K - $312K
|
23.6K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.66K- 59.54% |
$272K - $313K
|
3.85K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.69K- 46.45% |
$273K - $315K
|
6.56K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.82K- 7.68% |
$280K - $322K
|
70K
$3.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.92K- 4.39% |
$284K - $327K
|
129K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-7.64K- 6.89% |
$367K - $422K
|
103K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.68K- 24.07% |
$369K - $424K
|
24.2K
$1.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.32K- 6.32% |
$400K - $460K
|
123K
$7.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.61K- 5.82% |
$414K - $476K
|
139K
$7.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.75K- 55.36% |
$420K - $484K
|
7.06K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-11.2K- 16.16% |
$536K - $617K
|
57.9K
$3.3M
|