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
$1.54B
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.08MNew |
$61.2M - $66.6M
|
1.08M
$63.8M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$18M - $19.6M
|
318K
$18.8M
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
216KNew |
$12.3M - $13.3M
|
216K
$12.8M
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
159KNew |
$9.02M - $9.82M
|
159K
$9.4M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
123KNew |
$6.94M - $7.55M
|
123K
$7.22M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
35.1K+ 10.97% |
$1.99M - $2.16M
|
355K
$20.9M
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 18.72% |
$1.63M - $1.78M
|
183K
$10.8M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 26.35% |
$922K - $1M
|
78.1K
$4.6M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.2KNew |
$801K - $872K
|
14.2K
$835K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14K+ 20.35% |
$793K - $863K
|
82.8K
$4.88M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$693K - $755K
|
12.2K
$722K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.68KNew |
$435K - $473K
|
7.68K
$453K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.66KNew |
$434K - $472K
|
7.66K
$452K
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.97KNew |
$395K - $430K
|
6.97K
$411K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.39K+ 23.81% |
$362K - $394K
|
33.2K
$1.96M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.35KNew |
$359K - $391K
|
6.35K
$374K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.2K+ 7.6% |
$351K - $382K
|
87.7K
$5.17M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.74K+ 7.28% |
$325K - $354K
|
84.6K
$4.99M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
5.46K+ 8.07% |
$309K - $336K
|
73.1K
$4.31M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.83KNew |
$273K - $297K
|
4.83K
$285K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
4.72KNew |
$267K - $291K
|
4.72K
$278K
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.58KNew |
$259K - $282K
|
4.58K
$270K
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
4.18K+ 1.96% |
$237K - $258K
|
217K
$12.8M
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$236K - $257K
|
4.17K
$246K
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.94KNew |
$223K - $243K
|
3.94K
$232K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.8K+ 89.43% |
$215K - $234K
|
8.04K
$474K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3.73K+ 5.43% |
$211K - $230K
|
72.5K
$4.27M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.55K+ 4.51% |
$201K - $219K
|
82.3K
$4.85M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.14K+ 23.56% |
$178K - $193K
|
16.5K
$971K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.03K+ 3.99% |
$171K - $186K
|
78.9K
$4.65M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.93K+ 17.15% |
$166K - $181K
|
20K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.6K+ 27.57% |
$147K - $160K
|
12K
$709K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 3.81% |
$145K - $158K
|
70K
$4.13M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.42K+ 6.54% |
$137K - $149K
|
39.4K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.17K+ 0.92% |
$123K - $134K
|
238K
$14M
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.14K+ 9.92% |
$121K - $132K
|
23.7K
$1.4M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.05K+ 53.46% |
$116K - $126K
|
5.88K
$347K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$112K - $122K
|
1.98K
$117K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.96K+ 5.25% |
$111K - $120K
|
39.2K
$2.31M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.81K+ 2.22% |
$102K - $111K
|
83.4K
$4.92M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.79KNew |
$101K - $110K
|
1.79K
$106K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 5.59% |
$97.3K - $106K
|
32.5K
$1.91M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.66KNew |
$94.2K - $103K
|
1.66K
$98.1K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.56K+ 1.1% |
$88.3K - $96.1K
|
144K
$8.49M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.5K+ 10.31% |
$85.1K - $92.7K
|
16.1K
$949K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.44K+ 3.53% |
$81.4K - $88.6K
|
42.2K
$2.49M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.43K+ 8.0% |
$81.1K - $88.3K
|
19.3K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.42K+ 40.08% |
$80.2K - $87.3K
|
4.95K
$292K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.41K+ 4.25% |
$79.8K - $86.8K
|
34.5K
$2.04M
|