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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
200+ 3.38% |
$11.3K - $12.3K
|
6.11K
$362K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
296+ 96.73% |
$16.8K - $18.2K
|
602
$35.7K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-294- 6.22% |
$16.6K - $18.1K
|
4.43K
$262K
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.05K+ 53.46% |
$116K - $126K
|
5.88K
$348K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
278+ 3.18% |
$15.7K - $17.1K
|
9.01K
$534K
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-62.7K- 15.63% |
$3.55M - $3.86M
|
338K
$20M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3.73K+ 5.43% |
$211K - $230K
|
72.5K
$4.29M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
258+ 4.72% |
$14.6K - $15.9K
|
5.72K
$339K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.37% |
$1.36K - $1.48K
|
6.5K
$385K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
55+ 0.8% |
$3.11K - $3.39K
|
6.95K
$412K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 2.07% |
$8.21K - $8.94K
|
7.16K
$424K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-497- 8.31% |
$28.1K - $30.6K
|
5.48K
$325K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-281- 3.35% |
$15.9K - $17.3K
|
8.11K
$481K
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
159KNew |
$9.02M - $9.82M
|
159K
$9.44M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 231.3% |
$15.1K - $16.4K
|
381
$22.6K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.96K+ 5.25% |
$111K - $120K
|
39.2K
$2.32M
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
216KNew |
$12.3M - $13.3M
|
216K
$12.8M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
230+ 0.39% |
$13K - $14.2K
|
59K
$3.49M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.17K+ 0.92% |
$123K - $134K
|
238K
$14.1M
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.21K+ 2.0% |
$68.7K - $74.8K
|
62.1K
$3.68M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 0.15% |
$1.64K - $1.79K
|
19.9K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.24K+ 11.16% |
$70.3K - $76.5K
|
12.4K
$732K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-207- 4.45% |
$11.7K - $12.8K
|
4.45K
$263K
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
308+ 1.96% |
$17.4K - $19K
|
16K
$947K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.8K+ 89.43% |
$215K - $234K
|
8.04K
$477K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
332+ 7.04% |
$18.8K - $20.5K
|
5.05K
$299K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
453+ 2.38% |
$25.6K - $27.9K
|
19.5K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.39K- 69.32% |
$192K - $209K
|
1.5K
$88.8K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-118- 0.63% |
$6.68K - $7.27K
|
18.5K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.74K+ 7.28% |
$325K - $354K
|
84.6K
$5.01M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
171+ 0.13% |
$9.68K - $10.5K
|
136K
$8.08M
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-459- 4.44% |
$26K - $28.3K
|
9.88K
$586K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
600New |
$34K - $37K
|
600
$35.6K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.51% |
$1.98K - $2.16K
|
6.93K
$410K
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
106+ 0.41% |
$6K - $6.53K
|
25.9K
$1.53M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-51- 0.42% |
$2.89K - $3.14K
|
12K
$711K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 1.66% |
$283 - $308
|
307
$18.2K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 3.26% |
$7.3K - $7.95K
|
4.09K
$242K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
175New |
$9.91K - $10.8K
|
175
$10.4K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-25- 0.45% |
$1.42K - $1.54K
|
5.51K
$326K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.93K+ 17.15% |
$166K - $181K
|
20K
$1.19M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.66KNew |
$94.2K - $103K
|
1.66K
$98.6K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
771+ 1.49% |
$43.6K - $47.5K
|
52.6K
$3.12M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-25.6K- 3.3% |
$1.45M - $1.57M
|
749K
$44.4M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.42K+ 40.08% |
$80.2K - $87.3K
|
4.95K
$293K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-158- 1.67% |
$8.94K - $9.74K
|
9.28K
$550K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
377+ 5.42% |
$21.3K - $23.2K
|
7.34K
$435K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
33+ 0.64% |
$1.87K - $2.03K
|
5.15K
$305K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-50.5K- 48.58% |
$2.86M - $3.11M
|
53.4K
$3.17M
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
4.18K+ 1.96% |
$237K - $258K
|
217K
$12.9M
|