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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
811+ 2.97% |
$45.9K - $50K
|
28.1K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
274New |
$15.5K - $16.9K
|
274
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.03K- 7.79% |
$58K - $63.2K
|
12.1K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
400+ 4.36% |
$22.6K - $24.7K
|
9.58K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.05K+ 17.43% |
$59.5K - $64.8K
|
7.08K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 0.49% |
$736 - $801
|
2.66K
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.01K+ 19.69% |
$56.9K - $61.9K
|
6.11K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.61K- 0.68% |
$90.9K - $99K
|
236K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.58KNew |
$259K - $282K
|
4.58K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-5.81K- 24.55% |
$329K - $358K
|
17.9K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
435New |
$24.6K - $26.8K
|
435
$25.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
151+ 0.87% |
$8.55K - $9.31K
|
17.6K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.81K+ 2.22% |
$102K - $111K
|
83.4K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 10.45% |
$1.19K - $1.29K
|
180
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.94KNew |
$223K - $243K
|
3.94K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-3.03K- 12.51% |
$171K - $187K
|
21.2K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-2.3K- 0.82% |
$130K - $142K
|
277K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-317- 6.43% |
$17.9K - $19.5K
|
4.61K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.5K- 41.41% |
$254K - $277K
|
6.36K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.14K+ 9.92% |
$121K - $132K
|
23.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-384- 1.79% |
$21.7K - $23.7K
|
21.1K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
838+ 22.75% |
$47.4K - $51.6K
|
4.52K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
357+ 6.03% |
$20.2K - $22K
|
6.28K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
304+ 0.87% |
$17.2K - $18.7K
|
35.4K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.6K+ 27.57% |
$147K - $160K
|
12K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.65K- 1.36% |
$93.4K - $102K
|
120K
$7.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 5.52% |
$240K - $261K
|
72.5K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 6.36% |
$14.3K - $15.6K
|
4.23K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.05% |
$340 - $370
|
13K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 23.74% |
$77K - $83.9K
|
4.37K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
200+ 1.55% |
$11.3K - $12.3K
|
13.1K
$778K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-284- 2.83% |
$16.1K - $17.5K
|
9.77K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-298- 4.43% |
$16.9K - $18.4K
|
6.43K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.03K+ 3.99% |
$171K - $186K
|
78.9K
$4.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.29K+ 34.18% |
$72.9K - $79.3K
|
5.05K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
146+ 0.52% |
$8.27K - $9K
|
28.4K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
337+ 8.28% |
$19.1K - $20.8K
|
4.41K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-404- 3.76% |
$22.9K - $24.9K
|
10.3K
$612K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 0.86% |
$1.36K - $1.48K
|
2.82K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.66KNew |
$434K - $472K
|
7.66K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 18.43% |
$59.6K - $64.8K
|
4.66K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
125+ 6.63% |
$7.08K - $7.7K
|
2.01K
$119K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
317+ 8.4% |
$17.9K - $19.5K
|
4.09K
$242K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
690+ 153.33% |
$39.1K - $42.5K
|
1.14K
$67.5K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.5KNew |
$799K - $903K
|
14.5K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.8KNew |
$209K - $236K
|
3.8K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.37KNew |
$185K - $209K
|
3.37K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.1K+ 123.17% |
$116K - $131K
|
3.81K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
4+ 2.41% |
$220 - $249
|
170
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
15+ 0.03% |
$826 - $934
|
49.8K
$2.95M
|
|