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 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.61K- 0.68% |
$90.9K - $99K
|
236K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.65K- 1.36% |
$93.4K - $102K
|
120K
$7.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-1.69K- 4.11% |
$95.7K - $104K
|
39.5K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94K- 15.44% |
$110K - $120K
|
10.6K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.2K- 6.12% |
$124K - $135K
|
33.7K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-2.3K- 0.82% |
$130K - $142K
|
277K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.5K- 2.0% |
$142K - $154K
|
123K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-3.03K- 12.51% |
$171K - $187K
|
21.2K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.15K- 38.29% |
$178K - $194K
|
5.07K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.39K- 69.32% |
$192K - $209K
|
1.5K
$88.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 5.52% |
$240K - $261K
|
72.5K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.4K- 42.87% |
$249K - $271K
|
5.86K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.5K- 41.41% |
$254K - $277K
|
6.36K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.93K- 7.34% |
$279K - $304K
|
62.2K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-5.81K- 24.55% |
$329K - $358K
|
17.9K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-25.6K- 3.3% |
$1.45M - $1.57M
|
749K
$44.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-50.5K- 48.58% |
$2.86M - $3.11M
|
53.4K
$3.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-62.7K- 15.63% |
$3.55M - $3.86M
|
338K
$20M
|