Latest Institutional Purchases of Vanguard World Fd Esg Intl Stk (VSGX)
This list provides information on the latest institutional transactions involving Vanguard World Fd Esg Intl Stk (VSGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.54KNew |
$195K - $220K
|
3.54K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.54KNew |
$195K - $220K
|
3.54K
$201K
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.5KNew |
$192K - $218K
|
3.5K
$199K
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
3.44KNew |
$189K - $214K
|
3.44K
$195K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3.41KNew |
$188K - $212K
|
3.41K
$194K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.38KNew |
$186K - $211K
|
3.38K
$192K
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $210K
|
3.37K
$191K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.37KNew |
$185K - $209K
|
3.37K
$191K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.33KNew |
$183K - $207K
|
3.33K
$189K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.31KNew |
$182K - $206K
|
3.31K
$188K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.3KNew |
$182K - $206K
|
3.3K
$188K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$182K - $205K
|
3.3K
$187K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.22K+ 64.48% |
$177K - $200K
|
8.21K
$467K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.91K+ 28.76% |
$160K - $181K
|
13K
$740K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.82K+ 50.2% |
$155K - $176K
|
8.44K
$480K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.66K+ 25.86% |
$146K - $165K
|
12.9K
$735K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.31K+ 3.02% |
$127K - $144K
|
78.8K
$4.48M
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.26K+ 22.5% |
$124K - $141K
|
12.3K
$699K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.16KNew |
$119K - $134K
|
2.16K
$123K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.12K+ 8.2% |
$117K - $132K
|
27.9K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.1K+ 123.17% |
$116K - $131K
|
3.81K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.08K+ 60.06% |
$115K - $130K
|
5.55K
$316K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 11.26% |
$98K - $111K
|
17.6K
$999K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.74K+ 14.18% |
$96K - $109K
|
14K
$798K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.68K+ 38.75% |
$92.7K - $105K
|
6.03K
$343K
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.68KNew |
$92.3K - $104K
|
1.68K
$95.3K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 10.28% |
$90.9K - $103K
|
17.7K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.64K+ 5.74% |
$90.1K - $102K
|
30.1K
$1.71M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 27.78% |
$85.1K - $96.2K
|
7.11K
$404K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.53KNew |
$84.2K - $95.2K
|
1.53K
$86.9K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.42K+ 5.51% |
$78.2K - $88.4K
|
27.2K
$1.55M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.35K+ 5.51% |
$74.1K - $83.7K
|
25.8K
$1.46M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 46.97% |
$73.3K - $82.9K
|
4.17K
$237K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.3K+ 220.58% |
$71.4K - $80.7K
|
1.89K
$107K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 801.88% |
$70.6K - $79.9K
|
1.44K
$82K
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.23K+ 6.05% |
$67.7K - $76.6K
|
21.6K
$1.23M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.09KNew |
$59.8K - $67.6K
|
1.09K
$61.7K
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.95% |
$58.8K - $66.5K
|
37.2K
$2.12M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.01K+ 0.43% |
$55.6K - $62.8K
|
237K
$13.5M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
991+ 9.62% |
$54.6K - $61.7K
|
11.3K
$642K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
949+ 91.25% |
$52.3K - $59.1K
|
1.99K
$113K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
916New |
$50.4K - $57K
|
916
$52.1K
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
915+ 11.48% |
$50.4K - $57K
|
8.89K
$505K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
904+ 4.99% |
$49.8K - $56.3K
|
19K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
830+ 5.2% |
$45.7K - $51.7K
|
16.8K
$954K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
815+ 81500.0% |
$44.9K - $50.7K
|
816
$46.4K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
807+ 20.97% |
$44.4K - $50.2K
|
4.66K
$265K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
777+ 38.13% |
$42.8K - $48.4K
|
2.82K
$160K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
768+ 2.63% |
$42.3K - $47.8K
|
29.9K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
758+ 15.83% |
$41.7K - $47.2K
|
5.55K
$315K
|