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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
405New |
$22.2K - $23.8K
|
405
$23K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
230+ 2.62% |
$12.6K - $13.5K
|
9K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
125+ 2.56% |
$6.84K - $7.34K
|
5K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
117+ 7.87% |
$6.4K - $6.87K
|
1.6K
$91.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
75New |
$4.1K - $4.41K
|
75
$4.26K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
40+ 0.96% |
$2.19K - $2.35K
|
4.21K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26+ 0.53% |
$1.42K - $1.53K
|
4.89K
$278K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 9.03% |
$1.37K - $1.47K
|
302
$17.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.29% |
$1.09K - $1.18K
|
6.96K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
19+ 5.83% |
$1.04K - $1.12K
|
345
$19.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15+ 0.16% |
$821 - $881
|
9.18K
$522K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 5.0% |
$54.7 - $58.8
|
21
$1.19K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
193KNew |
$10.3M - $11.2M
|
193K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5K+ 67.13% |
$1.25M - $1.36M
|
58.5K
$3.32M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.2KNew |
$968K - $1.05M
|
18.2K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
17.9KNew |
$953K - $1.04M
|
17.9K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$558K - $607K
|
10.5K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.76KNew |
$306K - $333K
|
5.76K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.71K+ 85.98% |
$304K - $330K
|
12.4K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78KNew |
$254K - $276K
|
4.78K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.45KNew |
$236K - $257K
|
4.45K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$226K - $246K
|
4.25K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.54KNew |
$188K - $205K
|
3.54K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.51KNew |
$186K - $203K
|
3.51K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.02K+ 0.76% |
$54.4K - $59.1K
|
136K
$7.75M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
515+ 7.93% |
$27.4K - $29.8K
|
7.01K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 42.29% |
$5.11K - $5.55K
|
323
$18.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.55% |
$4.52K - $4.92K
|
15.5K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77+ 0.12% |
$4.1K - $4.45K
|
62.3K
$3.54M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60+ 7.14% |
$3.19K - $3.47K
|
900
$51.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 22.93% |
$1.91K - $2.08K
|
193
$11K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
27+ 6.16% |
$1.44K - $1.56K
|
465
$26.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 3.04% |
$798 - $868
|
509
$28.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.31% |
$638 - $694
|
3.95K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 16.67% |
$53.2 - $57.8
|
7
$398
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
41.2KNew |
$1.98M - $2.28M
|
41.2K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.47M
|
26.5K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$583K - $671K
|
12.1K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$565K - $650K
|
11.8K
$668K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.7KNew |
$322K - $370K
|
6.7K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.84KNew |
$281K - $323K
|
5.84K
$332K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.26KNew |
$253K - $291K
|
5.26K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.72KNew |
$179K - $205K
|
3.72K
$211K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.07K+ 42.94% |
$99.5K - $114K
|
6.89K
$392K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.65K+ 30.5% |
$79.2K - $91.2K
|
7.06K
$401K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.59KNew |
$76.4K - $87.9K
|
1.59K
$90.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
993New |
$47.7K - $54.9K
|
993
$56.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
732New |
$35.2K - $40.5K
|
732
$41.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
496New |
$23.8K - $27.4K
|
496
$28.2K
|
|