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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.09KNew |
$59.8K - $67.6K
|
1.09K
$75.2K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
916New |
$50.4K - $57K
|
916
$63.4K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
768+ 2.63% |
$42.3K - $47.8K
|
29.9K
$2.07M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
472+ 12.33% |
$26K - $29.4K
|
4.3K
$298K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
429New |
$23.6K - $26.7K
|
429
$29.7K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
361New |
$19.9K - $22.5K
|
361
$25K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
163New |
$8.97K - $10.1K
|
163
$11.3K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
124New |
$6.83K - $7.72K
|
124
$8.59K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
81New |
$4.46K - $5.04K
|
81
$5.61K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
29+ 2.16% |
$1.6K - $1.81K
|
1.37K
$94.9K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24+ 0.64% |
$1.32K - $1.49K
|
3.8K
$263K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18New |
$991 - $1.12K
|
18
$1.25K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
16+ 0.37% |
$881 - $996
|
4.32K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
15+ 0.03% |
$826 - $934
|
49.8K
$3.45M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.61% |
$606 - $685
|
1.82K
$126K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
23.1KNew |
$1.26M - $1.36M
|
23.1K
$1.6M
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.2KNew |
$942K - $1.01M
|
17.2K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.36K+ 7.55% |
$239K - $256K
|
62.1K
$4.3M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.75KNew |
$150K - $162K
|
2.75K
$190K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.3KNew |
$71.2K - $76.5K
|
1.3K
$90.2K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
872New |
$47.7K - $51.2K
|
872
$60.4K
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
520+ 14.04% |
$28.5K - $30.6K
|
4.23K
$293K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
75New |
$4.1K - $4.41K
|
75
$5.19K
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
40+ 0.96% |
$2.19K - $2.35K
|
4.21K
$291K
|
|
Q1 2024 | |||||||
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
193KNew |
$10.3M - $11.2M
|
193K
$13.4M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.2KNew |
$968K - $1.05M
|
18.2K
$1.26M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
17.9KNew |
$953K - $1.04M
|
17.9K
$1.24M
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$558K - $607K
|
10.5K
$727K
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.76KNew |
$306K - $333K
|
5.76K
$399K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.71K+ 85.98% |
$304K - $330K
|
12.4K
$856K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78KNew |
$254K - $276K
|
4.78K
$331K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.45KNew |
$236K - $257K
|
4.45K
$308K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$226K - $246K
|
4.25K
$294K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.54KNew |
$188K - $205K
|
3.54K
$245K
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.51KNew |
$186K - $203K
|
3.51K
$243K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 42.29% |
$5.11K - $5.55K
|
323
$22.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.55% |
$4.52K - $4.92K
|
15.5K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77+ 0.12% |
$4.1K - $4.45K
|
62.3K
$4.31M
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.31% |
$638 - $694
|
3.95K
$273K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 16.67% |
$53.2 - $57.8
|
7
$485
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.47M
|
26.5K
$1.84M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$583K - $671K
|
12.1K
$840K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$565K - $650K
|
11.8K
$814K
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.7KNew |
$322K - $370K
|
6.7K
$464K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.84KNew |
$281K - $323K
|
5.84K
$404K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.26KNew |
$253K - $291K
|
5.26K
$364K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.07K+ 42.94% |
$99.5K - $114K
|
6.89K
$477K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.65K+ 30.5% |
$79.2K - $91.2K
|
7.06K
$489K
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.59KNew |
$76.4K - $87.9K
|
1.59K
$110K
|