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 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
544+ 1.35% |
$28.1K - $29.8K
|
41K
$2.68M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
241+ 6.18% |
$12.5K - $13.2K
|
4.14K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62New |
$3.2K - $3.39K
|
62
$4.06K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
52New |
$2.69K - $2.84K
|
52
$3.4K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
38+ 10.8% |
$1.96K - $2.08K
|
390
$25.5K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.14% |
$155 - $164
|
2.09K
$137K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.9KNew |
$242K - $265K
|
4.9K
$320K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.98KNew |
$197K - $215K
|
3.98K
$260K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.98KNew |
$197K - $215K
|
3.98K
$260K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.52% |
$126K - $138K
|
17.1K
$1.12M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
691New |
$34.2K - $37.4K
|
691
$45.2K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
370New |
$18.3K - $20K
|
370
$24.2K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
350New |
$17.3K - $18.9K
|
350
$22.9K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
232New |
$11.5K - $12.5K
|
232
$15.2K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
209New |
$10.3K - $11.3K
|
209
$13.7K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
48New |
$2.38K - $2.6K
|
48
$3.14K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
29+ 0.21% |
$1.44K - $1.57K
|
13.9K
$909K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25+ 17.01% |
$1.24K - $1.35K
|
172
$11.3K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$742 - $811
|
15
$982
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
7.7KNew |
$332K - $394K
|
7.7K
$504K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6.87KNew |
$296K - $351K
|
6.87K
$450K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.71KNew |
$289K - $343K
|
6.71K
$439K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.98K+ 77.12% |
$258K - $305K
|
13.7K
$898K
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.79KNew |
$207K - $245K
|
4.79K
$314K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.33KNew |
$100K - $119K
|
2.33K
$152K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$59.9K - $71K
|
1.39K
$91K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
867New |
$37.4K - $44.3K
|
867
$56.7K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
225New |
$9.7K - $11.5K
|
225
$14.7K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
130New |
$5.6K - $6.64K
|
130
$8.51K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
124New |
$5.34K - $6.34K
|
124
$8.12K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
101New |
$4.35K - $5.16K
|
101
$6.61K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
97New |
$4.18K - $4.96K
|
97
$6.35K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$2.37K - $2.81K
|
55
$3.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 2.25% |
$862 - $1.02K
|
909
$59.5K
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
20+ 7.17% |
$862 - $1.02K
|
299
$19.6K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.74K+ 34.03% |
$380K - $453K
|
34.4K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8.19KNew |
$356K - $425K
|
8.19K
$536K
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.06KNew |
$307K - $366K
|
7.06K
$462K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.46KNew |
$237K - $283K
|
5.46K
$357K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.21KNew |
$226K - $270K
|
5.21K
$341K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.21KNew |
$139K - $166K
|
3.21K
$210K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3KNew |
$130K - $155K
|
3K
$196K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.64KNew |
$71.1K - $84.8K
|
1.64K
$107K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
343+ 1.94% |
$14.9K - $17.8K
|
18K
$1.18M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
105New |
$4.56K - $5.44K
|
105
$6.87K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
103+ 9.24% |
$4.47K - $5.34K
|
1.22K
$79.7K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.43K - $1.71K
|
33
$2.16K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
47.6KNew |
$2.3M - $2.77M
|
47.6K
$3.12M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.7KNew |
$324K - $390K
|
6.7K
$438K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.16KNew |
$201K - $243K
|
4.16K
$272K
|