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 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
251+ 16.42% |
$14.2K - $15.5K
|
1.78K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
948New |
$53.7K - $58.4K
|
948
$62K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.76K+ 53.31% |
$99.8K - $109K
|
5.07K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
80New |
$4.53K - $4.93K
|
80
$5.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
370New |
$20.9K - $22.8K
|
370
$24.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
143+ 3.98% |
$8.1K - $8.81K
|
3.74K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$112K - $122K
|
1.98K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
561New |
$31.8K - $34.6K
|
561
$36.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
187New |
$10.6K - $11.5K
|
187
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-468- 8.27% |
$26.5K - $28.8K
|
5.19K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.08MNew |
$61.2M - $66.6M
|
1.08M
$70.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$693K - $755K
|
12.2K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34New |
$1.92K - $2.1K
|
34
$2.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
123KNew |
$6.94M - $7.55M
|
123K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-1.69K- 4.11% |
$95.7K - $104K
|
39.5K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.35KNew |
$359K - $391K
|
6.35K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 2.49% |
$7.53K - $8.2K
|
5.47K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-233- 2.21% |
$13.2K - $14.4K
|
10.3K
$676K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-73- 2.05% |
$4.13K - $4.5K
|
3.48K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
28+ 0.72% |
$1.59K - $1.73K
|
3.91K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
490+ 8.43% |
$27.7K - $30.2K
|
6.3K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.37% |
$1.36K - $1.48K
|
6.5K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-497- 8.31% |
$28.1K - $30.6K
|
5.48K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 231.3% |
$15.1K - $16.4K
|
381
$24.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.8K+ 89.43% |
$215K - $234K
|
8.04K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-118- 0.63% |
$6.68K - $7.27K
|
18.5K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.39K- 69.32% |
$192K - $209K
|
1.5K
$98.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
600New |
$34K - $37K
|
600
$39.3K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 1.66% |
$283 - $308
|
307
$20.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
175New |
$9.91K - $10.8K
|
175
$11.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.93K+ 17.15% |
$166K - $181K
|
20K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
33+ 0.64% |
$1.87K - $2.03K
|
5.15K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.05K+ 17.43% |
$59.5K - $64.8K
|
7.08K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
435New |
$24.6K - $26.8K
|
435
$28.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 10.45% |
$1.19K - $1.29K
|
180
$11.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-384- 1.79% |
$21.7K - $23.7K
|
21.1K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.5K- 41.41% |
$254K - $277K
|
6.36K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-317- 6.43% |
$17.9K - $19.5K
|
4.61K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.05% |
$340 - $370
|
13K
$851K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.66KNew |
$434K - $472K
|
7.66K
$501K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
690+ 153.33% |
$39.1K - $42.5K
|
1.14K
$74.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
317+ 8.4% |
$17.9K - $19.5K
|
4.09K
$268K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.8KNew |
$209K - $236K
|
3.8K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.1K+ 123.17% |
$116K - $131K
|
3.81K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
15+ 0.03% |
$826 - $934
|
49.8K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
163New |
$8.97K - $10.1K
|
163
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-115- 18.7% |
$6.33K - $7.16K
|
500
$32.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.35K- 23.43% |
$74.3K - $84K
|
4.41K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.48KNew |
$247K - $279K
|
4.48K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
124New |
$6.83K - $7.72K
|
124
$8.12K
|
|