Purchases and Sales Made in Q4 2024 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 2024. 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 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.1M+ 96163.34% |
$1.48B - $1.61B
|
26.2M
$1.56B
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.04M+ 6331.62% |
$116M - $126M
|
2.07M
$123M
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.08MNew |
$61.2M - $66.6M
|
1.08M
$64.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
437K+ 15.13% |
$24.8M - $27M
|
3.33M
$198M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$18M - $19.6M
|
318K
$18.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
258KNew |
$14.6M - $15.9M
|
258K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
216KNew |
$12.3M - $13.3M
|
216K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
159KNew |
$9.02M - $9.82M
|
159K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
125KNew |
$7.06M - $7.69M
|
125K
$7.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
123KNew |
$6.94M - $7.55M
|
123K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51K+ 10.89% |
$2.89M - $3.14M
|
519K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
50.6K+ 120.33% |
$2.87M - $3.12M
|
92.7K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
42.2K+ 474.45% |
$2.39M - $2.6M
|
51.1K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
39.6KNew |
$2.24M - $2.44M
|
39.6K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
35.1K+ 10.97% |
$1.99M - $2.16M
|
355K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.8K+ 2.66% |
$1.85M - $2.02M
|
1.27M
$75.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 18.72% |
$1.63M - $1.78M
|
183K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.5K+ 11.49% |
$1.39M - $1.51M
|
238K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.8K+ 27.87% |
$1.23M - $1.34M
|
99.8K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 16.88% |
$1.12M - $1.22M
|
137K
$8.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19K+ 25.82% |
$1.07M - $1.17M
|
92.5K
$5.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 26.35% |
$922K - $1M
|
78.1K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.2KNew |
$801K - $872K
|
14.2K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14K+ 20.35% |
$793K - $863K
|
82.8K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
13.6KNew |
$769K - $837K
|
13.6K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 3.48% |
$766K - $834K
|
402K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$693K - $755K
|
12.2K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 10.96% |
$672K - $732K
|
120K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.32K+ 3.21% |
$528K - $574K
|
300K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.85KNew |
$501K - $545K
|
8.85K
$527K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.71K+ 223.84% |
$493K - $536K
|
12.6K
$750K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.77KNew |
$440K - $479K
|
7.77K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.68KNew |
$435K - $473K
|
7.68K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.66KNew |
$434K - $472K
|
7.66K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.97KNew |
$395K - $430K
|
6.97K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.82K+ 141.57% |
$386K - $420K
|
11.6K
$693K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
6.56KNew |
$371K - $404K
|
6.56K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.39K+ 23.81% |
$362K - $394K
|
33.2K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.35KNew |
$359K - $391K
|
6.35K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.33KNew |
$358K - $390K
|
6.33K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.2K+ 7.6% |
$351K - $382K
|
87.7K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.94K+ 7.06% |
$336K - $366K
|
90K
$5.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.74K+ 7.28% |
$325K - $354K
|
84.6K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.46K+ 8.07% |
$309K - $336K
|
73.1K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.83KNew |
$273K - $297K
|
4.83K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
4.72KNew |
$267K - $291K
|
4.72K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.58KNew |
$259K - $282K
|
4.58K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.53K+ 1.86% |
$256K - $279K
|
247K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.26KNew |
$241K - $263K
|
4.26K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
4.18K+ 1.96% |
$237K - $258K
|
217K
$12.9M
|