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, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$583K - $671K
|
12.1K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
496New |
$23.8K - $27.4K
|
496
$28.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.47M
|
26.5K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 2.76% |
$4.81K - $5.53K
|
3.72K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-579- 9.33% |
$27.8K - $32K
|
5.63K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-189- 2.58% |
$9.08K - $10.4K
|
7.14K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-257- 5.03% |
$12.3K - $14.2K
|
4.85K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
479+ 7.12% |
$23K - $26.5K
|
7.21K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$48.1 - $55.3
|
17.1K
$968K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.59KNew |
$76.4K - $87.9K
|
1.59K
$90.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
145New |
$6.97K - $8.02K
|
145
$8.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.13K- 97.83% |
$54.2K - $62.3K
|
25
$1.42K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
125New |
$6.01K - $6.91K
|
125
$7.09K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
41.2KNew |
$1.98M - $2.28M
|
41.2K
$2.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.72KNew |
$179K - $205K
|
3.72K
$211K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.7KNew |
$322K - $370K
|
6.7K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-23- 0.22% |
$1.11K - $1.27K
|
10.3K
$586K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.07K+ 42.94% |
$99.5K - $114K
|
6.89K
$391K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-681- 9.47% |
$32.7K - $37.6K
|
6.51K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.26KNew |
$253K - $291K
|
5.26K
$298K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-46- 0.77% |
$2.31K - $2.54K
|
5.96K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
740+ 9.57% |
$37.2K - $40.8K
|
8.48K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.8K- 71.93% |
$1.65M - $1.81M
|
12.8K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10KNew |
$502K - $552K
|
10K
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40.8KNew |
$2.05M - $2.25M
|
40.8K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.96K- 19.92% |
$350K - $384K
|
28K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-818- 15.22% |
$41.1K - $45.2K
|
4.56K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 22.22% |
$25.1K - $27.6K
|
2.75K
$156K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
394+ 6.5% |
$19.8K - $21.7K
|
6.46K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-639- 22.1% |
$32.1K - $35.3K
|
2.25K
$128K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62New |
$3.2K - $3.39K
|
62
$3.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.22K+ 21.45% |
$63.2K - $66.9K
|
6.92K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-87- 2.16% |
$4.5K - $4.76K
|
3.94K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.05KNew |
$54.1K - $57.3K
|
1.05K
$59.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
544+ 1.35% |
$28.1K - $29.8K
|
41K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
241+ 6.18% |
$12.5K - $13.2K
|
4.14K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.38K- 5.36% |
$71.2K - $75.4K
|
24.4K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-659- 11.42% |
$34.1K - $36K
|
5.11K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-121- 2.97% |
$6.25K - $6.62K
|
3.96K
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
52New |
$2.69K - $2.84K
|
52
$2.95K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.29KNew |
$376K - $398K
|
7.29K
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.14% |
$155 - $164
|
2.09K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
14.1K+ 1.95% |
$726K - $769K
|
736K
$41.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
20.4KNew |
$1.06M - $1.12M
|
20.4K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.9K+ 53.57% |
$716K - $758K
|
39.7K
$2.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.06K- 18.11% |
$54.7K - $57.9K
|
4.79K
$271K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
38+ 10.8% |
$1.96K - $2.08K
|
390
$22.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
232New |
$11.5K - $12.5K
|
232
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.9KNew |
$242K - $265K
|
4.9K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.52% |
$126K - $138K
|
17.1K
$970K
|
|