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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.96K+ 50.2% |
$275K - $305K
|
14.8K
$971K
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
38+ 0.17% |
$2.11K - $2.34K
|
22.8K
$1.49M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 4.82% |
$1.61K - $1.78K
|
573
$37.5K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-50.5K- 21.2% |
$2.8M - $3.1M
|
188K
$12.3M
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-786- 3.31% |
$43.6K - $48.3K
|
22.9K
$1.5M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
72+ 1.04% |
$3.99K - $4.42K
|
7K
$458K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.95K+ 9.79% |
$108K - $120K
|
21.9K
$1.43M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$388 - $430
|
12.1K
$794K
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-168- 68.29% |
$9.32K - $10.3K
|
78
$5.11K
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-787- 12.25% |
$43.7K - $48.4K
|
5.64K
$369K
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-350- 3.29% |
$19.4K - $21.5K
|
10.3K
$673K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18New |
$998 - $1.11K
|
18
$1.18K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.04% |
$111 - $123
|
5.51K
$361K
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-306- 7.27% |
$17K - $18.8K
|
3.91K
$256K
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-256- 1.81% |
$14.2K - $15.7K
|
13.9K
$910K
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
68.4K+ 116.71% |
$3.8M - $4.21M
|
127K
$8.32M
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
116+ 0.73% |
$6.43K - $7.13K
|
16K
$1.05M
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.83K+ 5.73% |
$157K - $174K
|
52.3K
$3.42M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-103- 1.26% |
$5.71K - $6.33K
|
8.08K
$529K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70+ 7.78% |
$3.88K - $4.3K
|
970
$63.5K
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.33K- 6.29% |
$73.9K - $81.9K
|
19.8K
$1.3M
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-157- 2.57% |
$8.71K - $9.65K
|
5.95K
$389K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
165+ 3.24% |
$9.15K - $10.1K
|
5.25K
$344K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-832- 39.73% |
$46.2K - $51.1K
|
1.26K
$82.6K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18+ 0.17% |
$998 - $1.11K
|
10.3K
$677K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.63% |
$943 - $1.04K
|
2.73K
$179K
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-35K- 12.65% |
$1.94M - $2.15M
|
242K
$15.8M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 28.47% |
$633K - $702K
|
28.7K
$1.88M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.6K- 6.31% |
$477K - $529K
|
128K
$8.37M
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.64K- 2.91% |
$258K - $285K
|
155K
$10.1M
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.44K+ 10.98% |
$79.9K - $88.5K
|
14.6K
$954K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
408+ 9.18% |
$22.6K - $25.1K
|
4.85K
$318K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8.41K+ 5.97% |
$467K - $517K
|
149K
$9.77M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.17K+ 36.86% |
$120K - $133K
|
8.04K
$526K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.64K- 5.03% |
$147K - $162K
|
49.9K
$3.27M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.55K- 69.98% |
$141K - $157K
|
1.09K
$71.6K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.95K+ 28.51% |
$164K - $181K
|
13.3K
$870K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
18.8K+ 8.64% |
$1.04M - $1.15M
|
236K
$15.4M
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-15- 0.16% |
$832 - $922
|
9.57K
$626K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 0.85% |
$2.05K - $2.27K
|
4.41K
$289K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45+ 0.88% |
$2.5K - $2.77K
|
5.14K
$336K
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
282+ 7.16% |
$15.6K - $17.3K
|
4.22K
$276K
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-11- 0.26% |
$610 - $676
|
4.16K
$272K
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
9.61K+ 24.25% |
$533K - $590K
|
49.2K
$3.22M
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
227+ 0.64% |
$12.6K - $13.9K
|
35.6K
$2.33M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-263- 2.69% |
$14.6K - $16.2K
|
9.5K
$622K
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-8- 2.92% |
$444 - $492
|
266
$17.4K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59+ 1.39% |
$3.27K - $3.63K
|
4.29K
$281K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
456+ 1.16% |
$25.3K - $28K
|
39.6K
$2.59M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.32K- 1.89% |
$129K - $142K
|
120K
$7.88M
|