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 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-63- 0.82% |
$3.45K - $3.7K
|
7.58K
$436K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
19+ 5.83% |
$1.04K - $1.12K
|
345
$19.8K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.3KNew |
$71.2K - $76.5K
|
1.3K
$74.9K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-51.2K- 99.73% |
$2.8M - $3.01M
|
140
$8.05K
|
|
Q1 2024 | |||||||
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
193KNew |
$10.3M - $11.2M
|
193K
$11.1M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60+ 7.14% |
$3.19K - $3.47K
|
900
$51.7K
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 24.12% |
$127K - $138K
|
7.5K
$431K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 3.69% |
$23.9K - $26K
|
11.8K
$676K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-417- 17.02% |
$22.2K - $24.1K
|
2.03K
$117K
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.76KNew |
$306K - $333K
|
5.76K
$331K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.78K- 26.34% |
$201K - $218K
|
10.6K
$607K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5K+ 67.13% |
$1.25M - $1.36M
|
58.5K
$3.36M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77+ 0.12% |
$4.1K - $4.45K
|
62.3K
$3.58M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78KNew |
$254K - $276K
|
4.78K
$275K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.54KNew |
$188K - $205K
|
3.54K
$204K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$226K - $246K
|
4.25K
$244K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-350- 5.24% |
$18.6K - $20.2K
|
6.33K
$364K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
27+ 6.16% |
$1.44K - $1.56K
|
465
$26.7K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
515+ 7.93% |
$27.4K - $29.8K
|
7.01K
$403K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.71K+ 85.98% |
$304K - $330K
|
12.4K
$711K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.02K+ 0.76% |
$54.4K - $59.1K
|
136K
$7.83M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
17.9KNew |
$953K - $1.04M
|
17.9K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.45KNew |
$236K - $257K
|
4.45K
$256K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.2KNew |
$968K - $1.05M
|
18.2K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.51KNew |
$186K - $203K
|
3.51K
$202K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.55% |
$4.52K - $4.92K
|
15.5K
$890K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-644- 50.0% |
$34.3K - $37.2K
|
644
$37K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 16.67% |
$53.2 - $57.8
|
7
$402
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$558K - $607K
|
10.5K
$603K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-840- 15.1% |
$44.7K - $48.6K
|
4.72K
$272K
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-61.1K- 25.17% |
$3.25M - $3.53M
|
182K
$10.4M
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.31% |
$638 - $694
|
3.95K
$227K
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-261- 1.81% |
$13.9K - $15.1K
|
14.2K
$816K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 42.29% |
$5.11K - $5.55K
|
323
$18.6K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 3.04% |
$798 - $868
|
509
$29.3K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 22.93% |
$1.91K - $2.08K
|
193
$11.1K
|
|
Q4 2023 | |||||||
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.65K+ 30.5% |
$79.2K - $91.2K
|
7.06K
$406K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
993New |
$47.7K - $54.9K
|
993
$57.1K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15+ 0.21% |
$721 - $829
|
7.25K
$417K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-131K- 82.72% |
$6.32M - $7.27M
|
27.5K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8K- 42.8% |
$712K - $819K
|
19.8K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$565K - $650K
|
11.8K
$676K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.85K- 10.04% |
$88.8K - $102K
|
16.6K
$952K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
732New |
$35.2K - $40.5K
|
732
$42.1K
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 1.14% |
$2.4K - $2.76K
|
4.45K
$256K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.84KNew |
$281K - $323K
|
5.84K
$336K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$583K - $671K
|
12.1K
$698K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
496New |
$23.8K - $27.4K
|
496
$28.5K
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.47M
|
26.5K
$1.53M
|