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 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
320+ 13.46% |
$17.5K - $18.8K
|
2.7K
$167K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
26.7K+ 9.48% |
$1.46M - $1.57M
|
308K
$19M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
436+ 2.58% |
$23.9K - $25.6K
|
17.3K
$1.07M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
214+ 4.22% |
$11.7K - $12.6K
|
5.29K
$327K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-209- 0.36% |
$11.4K - $12.3K
|
57.7K
$3.57M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
636+ 13.22% |
$34.8K - $37.4K
|
5.45K
$337K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.86K- 1.2% |
$157K - $168K
|
236K
$14.6M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.45KNew |
$243K - $261K
|
4.45K
$275K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-699- 9.24% |
$38.2K - $41.1K
|
6.87K
$424K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.75KNew |
$150K - $162K
|
2.75K
$170K
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.83K+ 2.19% |
$155K - $166K
|
132K
$8.17M
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-954- 1.89% |
$52.2K - $56K
|
49.5K
$3.06M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$54.7 - $58.8
|
6.19K
$383K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.49K- 30.66% |
$136K - $146K
|
5.62K
$347K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.04% |
$657 - $705
|
32.8K
$2.02M
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.29% |
$1.09K - $1.18K
|
6.96K
$430K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
407+ 3.5% |
$22.3K - $23.9K
|
12K
$744K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 9.03% |
$1.37K - $1.47K
|
302
$18.7K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-28.8K- 6.43% |
$1.57M - $1.69M
|
418K
$25.9M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.99K+ 5.55% |
$109K - $117K
|
37.8K
$2.33M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.89KNew |
$213K - $229K
|
3.89K
$240K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
628+ 5.2% |
$34.4K - $36.9K
|
12.7K
$785K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-14.8K- 95.92% |
$810K - $870K
|
629
$38.9K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
74KNew |
$4.05M - $4.35M
|
74K
$4.57M
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$164 - $176
|
3.82K
$236K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-398- 8.64% |
$21.8K - $23.4K
|
4.21K
$260K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 0.66% |
$2.41K - $2.59K
|
6.68K
$413K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-300- 7.1% |
$16.4K - $17.6K
|
3.92K
$242K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.49K- 34.53% |
$136K - $146K
|
4.72K
$292K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26+ 0.53% |
$1.42K - $1.53K
|
4.89K
$302K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
7.2K+ 11.03% |
$394K - $423K
|
72.4K
$4.48M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.08K+ 3.08% |
$223K - $240K
|
137K
$8.45M
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
40+ 0.96% |
$2.19K - $2.35K
|
4.21K
$260K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
153+ 4.07% |
$8.37K - $8.99K
|
3.91K
$242K
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.23K+ 3.19% |
$122K - $131K
|
72.2K
$4.46M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
949+ 9.34% |
$51.9K - $55.8K
|
11.1K
$686K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
110+ 2.35% |
$6.02K - $6.46K
|
4.79K
$296K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117+ 1.25% |
$6.4K - $6.87K
|
9.47K
$585K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.41K+ 3.47% |
$77.2K - $82.8K
|
42K
$2.59M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.25K+ 25.48% |
$68.1K - $73.1K
|
6.13K
$379K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-545- 8.65% |
$29.8K - $32K
|
5.76K
$356K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-554- 2.72% |
$30.3K - $32.5K
|
19.8K
$1.22M
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.73K- 5.37% |
$259K - $278K
|
83.3K
$5.15M
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-63- 0.82% |
$3.45K - $3.7K
|
7.58K
$468K
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6.11K- 2.77% |
$334K - $359K
|
214K
$13.3M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 1.01% |
$985 - $1.06K
|
1.8K
$111K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.5K+ 8.71% |
$1.18M - $1.26M
|
268K
$16.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.7K- 46.8% |
$1.4M - $1.51M
|
29.2K
$1.8M
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-215- 2.05% |
$11.8K - $12.6K
|
10.3K
$635K
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
68+ 0.6% |
$3.72K - $4K
|
11.3K
$700K
|