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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
97New |
$4.18K - $4.96K
|
97
$5.51K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$2.37K - $2.81K
|
55
$3.13K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 2.25% |
$862 - $1.02K
|
909
$51.7K
|
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
20+ 7.17% |
$862 - $1.02K
|
299
$17K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.74K+ 34.03% |
$380K - $453K
|
34.4K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8.19KNew |
$356K - $425K
|
8.19K
$466K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.06KNew |
$307K - $366K
|
7.06K
$401K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.46KNew |
$237K - $283K
|
5.46K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.21KNew |
$226K - $270K
|
5.21K
$296K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.21KNew |
$139K - $166K
|
3.21K
$182K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3KNew |
$130K - $155K
|
3K
$171K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.64KNew |
$71.1K - $84.8K
|
1.64K
$93K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
343+ 1.94% |
$14.9K - $17.8K
|
18K
$1.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
105New |
$4.56K - $5.44K
|
105
$5.97K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
103+ 9.24% |
$4.47K - $5.34K
|
1.22K
$69.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.43K - $1.71K
|
33
$1.88K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
47.6KNew |
$2.3M - $2.77M
|
47.6K
$2.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.7KNew |
$324K - $390K
|
6.7K
$381K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.16KNew |
$201K - $243K
|
4.16K
$237K
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
1.3K+ 8.73% |
$62.6K - $75.5K
|
16.1K
$917K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1KNew |
$48.4K - $58.4K
|
1K
$57K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
700New |
$33.8K - $40.8K
|
700
$39.8K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
553+ 50.18% |
$26.7K - $32.2K
|
1.66K
$94.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
55+ 0.55% |
$2.66K - $3.2K
|
10.1K
$574K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
5New |
$242 - $291
|
5
$284
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.3KNew |
$921K - $1.09M
|
17.3K
$986K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
42+ 4.4% |
$2.23K - $2.64K
|
997
$56.7K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
32.6KNew |
$1.96M - $2.11M
|
32.6K
$1.86M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
500New |
$30K - $32.3K
|
500
$28.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
484New |
$29.1K - $31.2K
|
484
$27.5K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.01K - $6.45K
|
100
$5.68K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
960+ 304.76% |
$59.3K - $63K
|
1.28K
$72.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
110New |
$6.79K - $7.22K
|
110
$6.25K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20New |
$1.23K - $1.31K
|
20
$1.14K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
722New |
$44.5K - $47.5K
|
722
$41K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$627K - $673K
|
10.5K
$599K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
8.5K+ 161.14% |
$431K - $506K
|
13.8K
$783K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
4.5KNew |
$228K - $268K
|
4.5K
$256K
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
206+ 69.13% |
$10.4K - $12.3K
|
504
$28.6K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Gen Trust, LLC
|
BUY
|
- |
4.5KNew |
$177K - $225K
|
4.5K
$256K
|
|
|
Aug 05, 2020
Q2 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.5KNew |
$177K - $225K
|
4.5K
$256K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
102+ 204.0% |
$4.02K - $5.11K
|
152
$8.64K
|
|
| Q3 2019 | |||||||
|
Oct 02, 2019
Q3 2019
|
Webster Bank, N. A.
|
BUY
|
- |
7.63KNew |
$375K - $384K
|
7.63K
$433K
|
|