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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213- 1.64% |
$11.8K - $13.1K
|
12.8K
$839K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.9K+ 17.92% |
$105K - $117K
|
12.5K
$817K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
116+ 1.31% |
$6.43K - $7.13K
|
8.97K
$587K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30+ 6.34% |
$1.66K - $1.84K
|
503
$32.9K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
339+ 9.04% |
$18.8K - $20.8K
|
4.09K
$267K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-6.68K- 20.11% |
$371K - $411K
|
26.6K
$1.74M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3- 0.03% |
$166 - $184
|
9.87K
$646K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-232- 2.14% |
$12.9K - $14.3K
|
10.6K
$694K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-699- 9.73% |
$38.8K - $43K
|
6.49K
$425K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
924+ 1.12% |
$51.3K - $56.8K
|
83.2K
$5.45M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
424New |
$23.5K - $26.1K
|
424
$27.8K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 3.28% |
$147K - $163K
|
83.5K
$5.46M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
15.3K+ 18.1% |
$849K - $941K
|
99.9K
$6.54M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
53+ 1.1% |
$2.94K - $3.26K
|
4.88K
$319K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
841+ 12.1% |
$46.7K - $51.7K
|
7.79K
$510K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12.9KNew |
$713K - $790K
|
12.9K
$842K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
354+ 0.66% |
$19.6K - $21.8K
|
53.8K
$3.52M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.12K+ 100.87% |
$284K - $315K
|
10.2K
$667K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
30+ 0.27% |
$1.66K - $1.84K
|
11.2K
$735K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.87K+ 6.95% |
$270K - $299K
|
74.9K
$4.9M
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.2K+ 16.4% |
$177K - $196K
|
22.7K
$1.48M
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
108+ 0.05% |
$5.99K - $6.64K
|
217K
$14.2M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-24- 96.0% |
$1.33K - $1.47K
|
1
$65.5
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
204+ 1.16% |
$11.3K - $12.5K
|
17.8K
$1.16M
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.84K- 4.05% |
$102K - $113K
|
43.5K
$2.85M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.7K- 38.76% |
$150K - $166K
|
4.27K
$279K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.9K+ 7.56% |
$438K - $486K
|
113K
$7.36M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
218K+ 6.54% |
$12.1M - $13.4M
|
3.55M
$232M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-261- 2.45% |
$14.5K - $16K
|
10.4K
$680K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.42K- 23.56% |
$190K - $210K
|
11.1K
$726K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5+ 0.08% |
$277 - $307
|
6.57K
$430K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$166 - $184
|
3.71K
$242K
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
11.5KNew |
$637K - $706K
|
11.5K
$752K
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.28K+ 22.36% |
$70.9K - $78.6K
|
7K
$458K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.06K+ 3.07% |
$58.8K - $65.1K
|
35.6K
$2.33M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
78+ 0.11% |
$4.33K - $4.79K
|
72.5K
$4.75M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
40New |
$2.22K - $2.46K
|
40
$2.62K
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
30+ 0.66% |
$1.66K - $1.84K
|
4.61K
$302K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.51K+ 121.35% |
$306K - $338K
|
10K
$658K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 6.16% |
$56.3K - $62.4K
|
17.5K
$1.14M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56K+ 30.83% |
$86.4K - $95.7K
|
6.61K
$432K
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
902+ 24.27% |
$50K - $55.4K
|
4.62K
$302K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-61.3K- 17.27% |
$3.4M - $3.77M
|
294K
$19.2M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.28KNew |
$126K - $140K
|
2.28K
$149K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.43K- 2.86% |
$190K - $211K
|
117K
$7.64M
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
591+ 3.8% |
$32.8K - $36.3K
|
16.2K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.85K- 11.56% |
$103K - $114K
|
14.1K
$926K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.56K+ 25.86% |
$86.5K - $95.8K
|
7.59K
$497K
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-9.8K- 16.61% |
$543K - $602K
|
49.2K
$3.22M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 2.01% |
$73.4K - $81.3K
|
67.2K
$4.4M
|