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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
16+ 0.37% |
$881 - $996
|
4.32K
$245K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-474- 4.18% |
$26.1K - $29.5K
|
10.9K
$615K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.8K+ 1.95% |
$814K - $920K
|
774K
$43.9M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-502- 0.41% |
$27.6K - $31.2K
|
121K
$6.88M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.78K+ 6.88% |
$208K - $235K
|
58.8K
$3.33M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-3.07K- 5.6% |
$169K - $191K
|
51.8K
$2.94M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.54KNew |
$195K - $220K
|
3.54K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-461- 0.68% |
$25.4K - $28.7K
|
67.5K
$3.83M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
916New |
$50.4K - $57K
|
916
$51.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.83K+ 3.3% |
$486K - $550K
|
277K
$15.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
768+ 2.63% |
$42.3K - $47.8K
|
29.9K
$1.7M
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
5.31K+ 1.94% |
$292K - $331K
|
279K
$15.8M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.86K+ 6.56% |
$267K - $302K
|
78.9K
$4.47M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11.9K+ 1893.0% |
$656K - $741K
|
12.5K
$711K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
19+ 0.18% |
$1.05K - $1.18K
|
10.6K
$603K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.01K+ 0.43% |
$55.6K - $62.8K
|
237K
$13.4M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.2K- 7.28% |
$176K - $199K
|
40.8K
$2.31M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 27.78% |
$85.1K - $96.2K
|
7.11K
$403K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
361New |
$19.9K - $22.5K
|
361
$20.5K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.91K+ 28.76% |
$160K - $181K
|
13K
$738K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.79K- 2.15% |
$98.7K - $112K
|
81.6K
$4.62M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
10+ 0.1% |
$551 - $623
|
10.3K
$587K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
148+ 2.57% |
$8.15K - $9.21K
|
5.91K
$335K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.99% |
$165 - $187
|
306
$17.3K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
4.46K+ 13.61% |
$246K - $278K
|
37.2K
$2.11M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 13.86% |
$771 - $872
|
115
$6.52K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23- 0.23% |
$1.27K - $1.43K
|
10.1K
$570K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-266- 6.96% |
$14.6K - $16.6K
|
3.56K
$202K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.5KNew |
$1.18M - $1.34M
|
21.5K
$1.22M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.6K+ 72.31% |
$363K - $411K
|
15.7K
$891K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 9.8% |
$86.2K - $97.5K
|
14.4K
$817K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-516- 13.5% |
$28.4K - $32.1K
|
3.31K
$187K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.12K+ 8.2% |
$117K - $132K
|
27.9K
$1.58M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-230- 6.0% |
$12.7K - $14.3K
|
3.61K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24+ 0.64% |
$1.32K - $1.49K
|
3.8K
$215K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
99+ 1.89% |
$5.45K - $6.16K
|
5.34K
$303K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-229- 10.58% |
$12.6K - $14.3K
|
1.94K
$110K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
403+ 12.28% |
$22.2K - $25.1K
|
3.68K
$209K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-95- 0.92% |
$5.23K - $5.91K
|
10.3K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $210K
|
3.37K
$191K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.49K+ 8.64% |
$357K - $404K
|
81.6K
$4.63M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
11+ 0.19% |
$606 - $685
|
5.92K
$335K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.7K+ 2.64% |
$1.74M - $1.97M
|
1.23M
$69.9M
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
48+ 0.65% |
$2.64K - $2.99K
|
7.48K
$424K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12.5K+ 201.37% |
$686K - $776K
|
18.6K
$1.06M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.66K+ 25.86% |
$146K - $165K
|
12.9K
$733K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$182K - $205K
|
3.3K
$187K
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
206+ 5.33% |
$11.3K - $12.8K
|
4.07K
$231K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 0.61% |
$936 - $1.06K
|
2.79K
$158K
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5.1KNew |
$281K - $318K
|
5.1K
$289K
|