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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.8KNew |
$1.79M - $1.92M
|
32.8K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
546New |
$29.9K - $32.1K
|
546
$32.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
520+ 14.04% |
$28.5K - $30.6K
|
4.23K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
117+ 7.87% |
$6.4K - $6.87K
|
1.6K
$95K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10- 0.24% |
$547 - $588
|
4.1K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.36K+ 7.55% |
$239K - $256K
|
62.1K
$3.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
75New |
$4.1K - $4.41K
|
75
$4.44K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 10.64% |
$27.4K - $29.4K
|
4.2K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.2KNew |
$942K - $1.01M
|
17.2K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
62.4KNew |
$3.41M - $3.66M
|
62.4K
$3.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-288- 5.96% |
$15.8K - $16.9K
|
4.54K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
872New |
$47.7K - $51.2K
|
872
$51.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 5.0% |
$54.7 - $58.8
|
21
$1.24K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
23.1KNew |
$1.26M - $1.36M
|
23.1K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.75KNew |
$150K - $162K
|
2.75K
$163K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-398- 8.64% |
$21.8K - $23.4K
|
4.21K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
40+ 0.96% |
$2.19K - $2.35K
|
4.21K
$249K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-63- 0.82% |
$3.45K - $3.7K
|
7.58K
$449K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.3KNew |
$71.2K - $76.5K
|
1.3K
$77.1K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-51.2K- 99.73% |
$2.8M - $3.01M
|
140
$8.3K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
193KNew |
$10.3M - $11.2M
|
193K
$11.4M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60+ 7.14% |
$3.19K - $3.47K
|
900
$53.3K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 24.12% |
$127K - $138K
|
7.5K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-417- 17.02% |
$22.2K - $24.1K
|
2.03K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.76KNew |
$306K - $333K
|
5.76K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77+ 0.12% |
$4.1K - $4.45K
|
62.3K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78KNew |
$254K - $276K
|
4.78K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.54KNew |
$188K - $205K
|
3.54K
$210K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
27+ 6.16% |
$1.44K - $1.56K
|
465
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$226K - $246K
|
4.25K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-350- 5.24% |
$18.6K - $20.2K
|
6.33K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.71K+ 85.98% |
$304K - $330K
|
12.4K
$732K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
17.9KNew |
$953K - $1.04M
|
17.9K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.45KNew |
$236K - $257K
|
4.45K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.2KNew |
$968K - $1.05M
|
18.2K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.51KNew |
$186K - $203K
|
3.51K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.55% |
$4.52K - $4.92K
|
15.5K
$917K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-644- 50.0% |
$34.3K - $37.2K
|
644
$38.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 16.67% |
$53.2 - $57.8
|
7
$415
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$558K - $607K
|
10.5K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-61.1K- 25.17% |
$3.25M - $3.53M
|
182K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.31% |
$638 - $694
|
3.95K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-261- 1.81% |
$13.9K - $15.1K
|
14.2K
$841K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 42.29% |
$5.11K - $5.55K
|
323
$19.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 3.04% |
$798 - $868
|
509
$30.2K
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.65K+ 30.5% |
$79.2K - $91.2K
|
7.06K
$418K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
993New |
$47.7K - $54.9K
|
993
$58.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15+ 0.21% |
$721 - $829
|
7.25K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8K- 42.8% |
$712K - $819K
|
19.8K
$1.17M
|
|