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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
337+ 8.28% |
$19.1K - $20.8K
|
4.41K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
332+ 7.04% |
$18.8K - $20.5K
|
5.05K
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
317+ 8.4% |
$17.9K - $19.5K
|
4.09K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
308+ 1.96% |
$17.4K - $19K
|
16K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
304+ 0.87% |
$17.2K - $18.7K
|
35.4K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
296+ 96.73% |
$16.8K - $18.2K
|
602
$35.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
278+ 3.18% |
$15.7K - $17.1K
|
9.01K
$537K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
274New |
$15.5K - $16.9K
|
274
$16.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 231.3% |
$15.1K - $16.4K
|
381
$22.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
258+ 4.72% |
$14.6K - $15.9K
|
5.72K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 6.36% |
$14.3K - $15.6K
|
4.23K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
251+ 16.42% |
$14.2K - $15.5K
|
1.78K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
230+ 0.39% |
$13K - $14.2K
|
59K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
200+ 3.38% |
$11.3K - $12.3K
|
6.11K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
200+ 1.55% |
$11.3K - $12.3K
|
13.1K
$783K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
199+ 0.4% |
$11.3K - $12.3K
|
49.5K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
187New |
$10.6K - $11.5K
|
187
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
175New |
$9.91K - $10.8K
|
175
$10.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
171+ 0.13% |
$9.68K - $10.5K
|
136K
$8.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
168+ 215.38% |
$9.51K - $10.4K
|
246
$14.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 42.9% |
$9.06K - $9.86K
|
533
$31.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
151+ 0.87% |
$8.55K - $9.31K
|
17.6K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
146+ 0.52% |
$8.27K - $9K
|
28.4K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 2.07% |
$8.21K - $8.94K
|
7.16K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
143+ 3.98% |
$8.1K - $8.81K
|
3.74K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 2.49% |
$7.53K - $8.2K
|
5.47K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 3.26% |
$7.3K - $7.95K
|
4.09K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
125+ 6.63% |
$7.08K - $7.7K
|
2.01K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
122+ 2.2% |
$6.91K - $7.52K
|
5.68K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 3.09% |
$6.51K - $7.09K
|
3.84K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
106+ 0.41% |
$6K - $6.53K
|
25.9K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
93+ 2.12% |
$5.26K - $5.73K
|
4.48K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
90+ 0.68% |
$5.09K - $5.55K
|
13.3K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
85+ 1.7% |
$4.81K - $5.24K
|
5.09K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
80New |
$4.53K - $4.93K
|
80
$4.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77+ 0.34% |
$4.36K - $4.75K
|
22.7K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
72+ 0.51% |
$4.08K - $4.44K
|
14.1K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
65New |
$3.68K - $4.01K
|
65
$3.88K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
55+ 0.87% |
$3.11K - $3.39K
|
6.37K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
55+ 0.8% |
$3.11K - $3.39K
|
6.95K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38+ 0.39% |
$2.15K - $2.34K
|
9.87K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.51% |
$1.98K - $2.16K
|
6.93K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34New |
$1.92K - $2.1K
|
34
$2.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
33+ 0.64% |
$1.87K - $2.03K
|
5.15K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
28+ 0.72% |
$1.59K - $1.73K
|
3.91K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
25New |
$1.42K - $1.54K
|
25
$1.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.37% |
$1.36K - $1.48K
|
6.5K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 0.86% |
$1.36K - $1.48K
|
2.82K
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
14+ 0.13% |
$793 - $863
|
10.6K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 0.49% |
$736 - $801
|
2.66K
$159K
|