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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
60+ 2.01% |
$3.3K - $3.74K
|
3.05K
$175K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 46.97% |
$73.3K - $82.9K
|
4.17K
$240K
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
335+ 6.01% |
$18.4K - $20.9K
|
5.91K
$340K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34+ 0.6% |
$1.87K - $2.12K
|
5.73K
$330K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
654+ 0.63% |
$36K - $40.7K
|
104K
$5.97M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-152- 2.48% |
$8.37K - $9.46K
|
5.98K
$344K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.53KNew |
$84.2K - $95.2K
|
1.53K
$87.9K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.75K+ 9.14% |
$207K - $234K
|
44.8K
$2.58M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.61% |
$606 - $685
|
1.82K
$104K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64+ 0.44% |
$3.52K - $3.98K
|
14.7K
$844K
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.26K+ 22.5% |
$124K - $141K
|
12.3K
$707K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.33K- 7.35% |
$293K - $332K
|
67.1K
$3.86M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.68K+ 38.75% |
$92.7K - $105K
|
6.03K
$347K
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
61.2KNew |
$3.37M - $3.81M
|
61.2K
$3.52M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
44+ 0.19% |
$2.42K - $2.74K
|
23.7K
$1.36M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6- 0.01% |
$330 - $374
|
42.1K
$2.42M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
14.9KNew |
$822K - $930K
|
14.9K
$858K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.52K+ 3.93% |
$359K - $406K
|
173K
$9.92M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-25- 0.46% |
$1.38K - $1.56K
|
5.46K
$314K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
815+ 81500.0% |
$44.9K - $50.7K
|
816
$46.9K
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
156K+ 63.94% |
$8.61M - $9.74M
|
401K
$23.1M
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-2.06K- 15.67% |
$113K - $128K
|
11.1K
$638K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.31K- 6.72% |
$458K - $517K
|
115K
$6.63M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
220+ 3.29% |
$12.1K - $13.7K
|
6.9K
$397K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 801.88% |
$70.6K - $79.9K
|
1.44K
$83K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-391- 1.17% |
$21.5K - $24.3K
|
32.9K
$1.89M
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
728+ 2.74% |
$40.1K - $45.3K
|
27.3K
$1.57M
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-111- 0.31% |
$6.11K - $6.91K
|
35.3K
$2.03M
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-198- 2.05% |
$10.9K - $12.3K
|
9.44K
$543K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-10- 0.11% |
$551 - $623
|
8.93K
$514K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
338+ 8.98% |
$18.6K - $21K
|
4.1K
$236K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
11.9K+ 3.85% |
$653K - $738K
|
320K
$18.4M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
621+ 4.89% |
$34.2K - $38.7K
|
13.3K
$766K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.8K- 12.4% |
$209K - $237K
|
26.8K
$1.54M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.3K+ 220.58% |
$71.4K - $80.7K
|
1.89K
$108K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
81New |
$4.46K - $5.04K
|
81
$4.66K
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
221+ 0.63% |
$12.2K - $13.8K
|
35.1K
$2.02M
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.33KNew |
$183K - $207K
|
3.33K
$191K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.54KNew |
$195K - $220K
|
3.54K
$204K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
207New |
$11.4K - $12.9K
|
207
$11.9K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
257+ 0.11% |
$14.2K - $16K
|
236K
$13.6M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-664- 0.53% |
$36.6K - $41.3K
|
125K
$7.2M
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-711- 15.48% |
$39.1K - $44.3K
|
3.88K
$223K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.6KNew |
$198K - $224K
|
3.6K
$207K
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-28- 0.1% |
$1.54K - $1.74K
|
26.8K
$1.54M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
55+ 0.24% |
$3.03K - $3.42K
|
22.7K
$1.3M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.05K- 6.17% |
$278K - $314K
|
76.7K
$4.41M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.67K+ 4.14% |
$312K - $353K
|
142K
$8.19M
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
3.44KNew |
$189K - $214K
|
3.44K
$198K
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
21+ 0.54% |
$1.16K - $1.31K
|
3.88K
$223K
|