Latest Institutional Transactions on Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information on the latest institutional transactions involving Vanguard World Fd Esg Intl Stk (VSGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.05K- 6.4% |
$114K - $126K
|
30K
$1.82M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-132K- 17.56% |
$7.3M - $8.08M
|
617K
$37.5M
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-200- 4.76% |
$11.1K - $12.3K
|
4K
$243K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.33K- 39.32% |
$351K - $389K
|
9.77K
$593K
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4+ 0.11% |
$222 - $246
|
3.74K
$227K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.4K- 3.23% |
$77.7K - $86K
|
41.9K
$2.55M
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
93+ 0.48% |
$5.16K - $5.71K
|
19.4K
$1.18M
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
108+ 1.47% |
$5.99K - $6.64K
|
7.45K
$452K
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
285+ 0.99% |
$15.8K - $17.5K
|
28.9K
$1.76M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
265+ 5.86% |
$14.7K - $16.3K
|
4.79K
$291K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 0.03% |
$222 - $246
|
11.6K
$706K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$1.06M - $1.18M
|
19.2K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
369+ 1.13% |
$20.5K - $22.7K
|
33.1K
$2.01M
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-17- 4.84% |
$943 - $1.04K
|
334
$20.3K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.19KNew |
$232K - $258K
|
4.19K
$254K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.38K- 52.4% |
$132K - $146K
|
2.16K
$131K
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.29KNew |
$127K - $141K
|
2.29K
$139K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
18.8K+ 151.8% |
$1.04M - $1.15M
|
31.1K
$1.89M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
123+ 1.33% |
$6.82K - $7.56K
|
9.41K
$571K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.77K+ 1.74% |
$264K - $293K
|
278K
$16.9M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.47KNew |
$192K - $213K
|
3.47K
$211K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
37+ 0.13% |
$2.05K - $2.27K
|
28.1K
$1.71M
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
10.7KNew |
$594K - $658K
|
10.7K
$650K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-108- 0.31% |
$5.99K - $6.64K
|
35.2K
$2.14M
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
8+ 0.11% |
$444 - $492
|
7.59K
$461K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-231- 2.56% |
$12.8K - $14.2K
|
8.78K
$533K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
39+ 8.39% |
$2.16K - $2.4K
|
504
$30.6K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-1.06K- 10.01% |
$58.8K - $65.1K
|
9.53K
$578K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2- 9.52% |
$111 - $123
|
19
$1.15K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-380- 22.84% |
$21.1K - $23.4K
|
1.28K
$78K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-307- 15.16% |
$17K - $18.9K
|
1.72K
$104K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.96% |
$111 - $123
|
211
$12.8K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-230- 3.16% |
$12.8K - $14.1K
|
7.05K
$428K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.67K- 4.55% |
$425K - $471K
|
161K
$9.77M
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
58.5KNew |
$3.24M - $3.59M
|
58.5K
$3.55M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
38+ 0.17% |
$2.11K - $2.34K
|
22.8K
$1.38M
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.15K+ 4.43% |
$63.5K - $70.4K
|
27K
$1.64M
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
703+ 5.85% |
$39K - $43.2K
|
12.7K
$772K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
873New |
$48.4K - $53.6K
|
873
$53K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
691+ 35.13% |
$38.3K - $42.5K
|
2.66K
$161K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-49- 0.98% |
$2.72K - $3.01K
|
4.93K
$299K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-887- 12.4% |
$49.2K - $54.5K
|
6.27K
$381K
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.96K+ 50.2% |
$275K - $305K
|
14.8K
$901K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 4.82% |
$1.61K - $1.78K
|
573
$34.8K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-50.5K- 21.2% |
$2.8M - $3.1M
|
188K
$11.4M
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-786- 3.31% |
$43.6K - $48.3K
|
22.9K
$1.39M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
72+ 1.04% |
$3.99K - $4.42K
|
7K
$425K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.95K+ 9.79% |
$108K - $120K
|
21.9K
$1.33M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$388 - $430
|
12.1K
$737K
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-168- 68.29% |
$9.32K - $10.3K
|
78
$4.74K
|