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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.64% |
$998 - $1.11K
|
2.84K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.63% |
$943 - $1.04K
|
2.73K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
10+ 0.59% |
$555 - $615
|
1.7K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10+ 0.62% |
$555 - $615
|
1.61K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 0.5% |
$499 - $553
|
1.8K
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.45% |
$499 - $553
|
2.02K
$129K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
8+ 0.11% |
$444 - $492
|
7.59K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$388 - $430
|
12.1K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5+ 0.08% |
$277 - $307
|
6.57K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.2% |
$222 - $246
|
2.04K
$130K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4+ 0.11% |
$222 - $246
|
3.74K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$166 - $184
|
3.71K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.96% |
$111 - $123
|
211
$13.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.04% |
$111 - $123
|
5.51K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.38% |
$111 - $123
|
535
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.16% |
$55.5 - $61.5
|
619
$39.6K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.08MNew |
$61.2M - $66.6M
|
1.08M
$69.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
123KNew |
$6.94M - $7.55M
|
123K
$7.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$693K - $755K
|
12.2K
$783K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.77KNew |
$440K - $479K
|
7.77K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.66KNew |
$434K - $472K
|
7.66K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.35KNew |
$359K - $391K
|
6.35K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.33KNew |
$358K - $390K
|
6.33K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.8K+ 89.43% |
$215K - $234K
|
8.04K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.6KNew |
$204K - $222K
|
3.6K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.93K+ 17.15% |
$166K - $181K
|
20K
$1.28M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$117K - $127K
|
2.06K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$112K - $122K
|
1.98K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.76K+ 53.31% |
$99.8K - $109K
|
5.07K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.62KNew |
$91.9K - $100K
|
1.62K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.42K+ 40.08% |
$80.2K - $87.3K
|
4.95K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.12K+ 20.85% |
$63.6K - $69.3K
|
6.52K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.05K+ 17.43% |
$59.5K - $64.8K
|
7.08K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
948New |
$53.7K - $58.4K
|
948
$60.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
690+ 153.33% |
$39.1K - $42.5K
|
1.14K
$72.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
600New |
$34K - $37K
|
600
$38.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
561New |
$31.8K - $34.6K
|
561
$35.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
496New |
$28.1K - $30.6K
|
496
$31.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
490+ 8.43% |
$27.7K - $30.2K
|
6.3K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
435New |
$24.6K - $26.8K
|
435
$27.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
370New |
$20.9K - $22.8K
|
370
$23.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
317+ 8.4% |
$17.9K - $19.5K
|
4.09K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 231.3% |
$15.1K - $16.4K
|
381
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
251+ 16.42% |
$14.2K - $15.5K
|
1.78K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
187New |
$10.6K - $11.5K
|
187
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
175New |
$9.91K - $10.8K
|
175
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
149New |
$8.43K - $9.18K
|
149
$9.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
143+ 3.98% |
$8.1K - $8.81K
|
3.74K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 2.49% |
$7.53K - $8.2K
|
5.47K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
90+ 0.68% |
$5.09K - $5.55K
|
13.3K
$851K
|
|