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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.34K+ 5.19% |
$388K - $481K
|
149K
$9.74M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.9K- 2.4% |
$206K - $256K
|
158K
$10.4M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.69K- 11.57% |
$301K - $373K
|
43.5K
$2.85M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
254+ 1.65% |
$13.4K - $16.6K
|
15.6K
$1.02M
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8.71K- 9.55% |
$460K - $571K
|
82.6K
$5.4M
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
36.5KNew |
$1.93M - $2.39M
|
36.5K
$2.39M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
92KNew |
$4.86M - $6.03M
|
92K
$6.02M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-163- 3.61% |
$8.61K - $10.7K
|
4.36K
$285K
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-704- 14.82% |
$37.2K - $46.1K
|
4.05K
$265K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.43K+ 26.15% |
$445K - $552K
|
40.7K
$2.66M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71- 1.91% |
$3.75K - $4.65K
|
3.64K
$238K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.53K- 8.41% |
$451K - $559K
|
92.9K
$6.08M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 2.48% |
$17.2K - $21.3K
|
12.8K
$836K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.75K+ 4.39% |
$251K - $311K
|
113K
$7.39M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-65- 1.46% |
$3.43K - $4.26K
|
4.4K
$288K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.17K+ 8.75% |
$167K - $207K
|
39.3K
$2.57M
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
4.97KNew |
$275K - $305K
|
4.97K
$325K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
74New |
$4.1K - $4.55K
|
74
$4.84K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.4K+ 47.18% |
$1.63M - $1.8M
|
91.6K
$6M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.89K- 33.73% |
$327K - $362K
|
11.6K
$757K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
33.9K+ 42.49% |
$1.88M - $2.08M
|
114K
$7.44M
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
128K+ 126.53% |
$7.08M - $7.84M
|
228K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
338+ 1.89% |
$18.7K - $20.8K
|
18.2K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-183- 3.88% |
$10.2K - $11.2K
|
4.53K
$297K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 0.29% |
$63.7K - $70.5K
|
403K
$26.4M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 5.38% |
$894K - $991K
|
283K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 37.05% |
$141K - $156K
|
4.31K
$282K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-201- 1.2% |
$11.1K - $12.4K
|
16.6K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.93K+ 45.2% |
$107K - $118K
|
6.19K
$405K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.81K- 6.46% |
$322K - $357K
|
84.1K
$5.51M
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
6.59K+ 9.09% |
$365K - $405K
|
79.1K
$5.17M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 3.35% |
$172K - $191K
|
89.6K
$5.86M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
497New |
$27.6K - $30.5K
|
497
$32.5K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.05K+ 8.34% |
$58.2K - $64.5K
|
13.6K
$893K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.22K+ 46.07% |
$178K - $198K
|
10.2K
$667K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10+ 0.62% |
$555 - $615
|
1.61K
$106K
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-16.3K- 17.61% |
$903K - $1M
|
76.2K
$4.99M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.66KNew |
$314K - $348K
|
5.66K
$371K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-552- 2.11% |
$30.6K - $33.9K
|
25.6K
$1.68M
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
10+ 0.59% |
$555 - $615
|
1.7K
$111K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.7K+ 3.69% |
$2.59M - $2.87M
|
1.31M
$85.9M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7- 0.15% |
$388 - $430
|
4.7K
$308K
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
18.1KNew |
$1.01M - $1.11M
|
18.1K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-411- 3.53% |
$22.8K - $25.3K
|
11.2K
$735K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.4K+ 8.57% |
$133K - $147K
|
30.3K
$1.99M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 4.54% |
$9.15K - $10.1K
|
3.8K
$249K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.24K- 59.83% |
$235K - $260K
|
2.84K
$186K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 1.02% |
$93.4K - $103K
|
167K
$10.9M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 1.94% |
$558K - $618K
|
529K
$34.6M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.29K+ 14.92% |
$71.5K - $79.2K
|
9.93K
$650K
|