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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 28.29% |
$56.7K - $61.7K
|
4.54K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
968+ 6.48% |
$54.8K - $59.7K
|
15.9K
$938K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
953+ 6.06% |
$53.9K - $58.7K
|
16.7K
$983K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
915+ 2.16% |
$51.8K - $56.4K
|
43.3K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
838+ 22.75% |
$47.4K - $51.6K
|
4.52K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
811+ 2.97% |
$45.9K - $50K
|
28.1K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
807+ 13.66% |
$45.7K - $49.7K
|
6.71K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
771+ 1.49% |
$43.6K - $47.5K
|
52.6K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
748+ 2.68% |
$42.3K - $46.1K
|
28.7K
$1.69M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
690+ 153.33% |
$39.1K - $42.5K
|
1.14K
$67.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
651+ 1.75% |
$36.9K - $40.1K
|
37.9K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
600New |
$34K - $37K
|
600
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
522+ 1.16% |
$29.6K - $32.2K
|
45.3K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
490+ 8.43% |
$27.7K - $30.2K
|
6.3K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
453+ 2.38% |
$25.6K - $27.9K
|
19.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
435New |
$24.6K - $26.8K
|
435
$25.7K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
419+ 9.0% |
$23.7K - $25.8K
|
5.07K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
400+ 4.36% |
$22.6K - $24.7K
|
9.58K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
377+ 5.42% |
$21.3K - $23.2K
|
7.34K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
357+ 6.03% |
$20.2K - $22K
|
6.28K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
351New |
$19.9K - $21.6K
|
351
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
337+ 8.28% |
$19.1K - $20.8K
|
4.41K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
332+ 7.04% |
$18.8K - $20.5K
|
5.05K
$298K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
317+ 8.4% |
$17.9K - $19.5K
|
4.09K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
308+ 1.96% |
$17.4K - $19K
|
16K
$943K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
304+ 0.87% |
$17.2K - $18.7K
|
35.4K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
296+ 96.73% |
$16.8K - $18.2K
|
602
$35.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
278+ 3.18% |
$15.7K - $17.1K
|
9.01K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
274New |
$15.5K - $16.9K
|
274
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 231.3% |
$15.1K - $16.4K
|
381
$22.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
258+ 4.72% |
$14.6K - $15.9K
|
5.72K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 6.36% |
$14.3K - $15.6K
|
4.23K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
230+ 0.39% |
$13K - $14.2K
|
59K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
200+ 3.38% |
$11.3K - $12.3K
|
6.11K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
200+ 1.55% |
$11.3K - $12.3K
|
13.1K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
199+ 0.4% |
$11.3K - $12.3K
|
49.5K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
175New |
$9.91K - $10.8K
|
175
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
171+ 0.13% |
$9.68K - $10.5K
|
136K
$8.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 42.9% |
$9.06K - $9.86K
|
533
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
151+ 0.87% |
$8.55K - $9.31K
|
17.6K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
146+ 0.52% |
$8.27K - $9K
|
28.4K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 2.07% |
$8.21K - $8.94K
|
7.16K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 2.49% |
$7.53K - $8.2K
|
5.47K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 3.26% |
$7.3K - $7.95K
|
4.09K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
125+ 6.63% |
$7.08K - $7.7K
|
2.01K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
122+ 2.2% |
$6.91K - $7.52K
|
5.68K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
106+ 0.41% |
$6K - $6.53K
|
25.9K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
93+ 2.12% |
$5.26K - $5.73K
|
4.48K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77+ 0.34% |
$4.36K - $4.75K
|
22.7K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
55+ 0.87% |
$3.11K - $3.39K
|
6.37K
$376K
|