Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.13K- 97.83% |
$54.2K - $62.3K
|
25
$1.54K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-882- 4.51% |
$42.4K - $48.8K
|
18.7K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-830- 32.74% |
$39.9K - $45.9K
|
1.71K
$105K
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-681- 9.47% |
$32.7K - $37.6K
|
6.51K
$401K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-579- 9.33% |
$27.8K - $32K
|
5.63K
$347K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-330- 42.31% |
$15.9K - $18.2K
|
450
$27.7K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-257- 5.03% |
$12.3K - $14.2K
|
4.85K
$299K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-243- 5.96% |
$11.7K - $13.4K
|
3.84K
$236K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-189- 2.58% |
$9.08K - $10.4K
|
7.14K
$440K
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-23- 0.22% |
$1.11K - $1.27K
|
10.3K
$637K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$48.1 - $55.3
|
17.1K
$1.05M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.8K- 71.93% |
$1.65M - $1.81M
|
12.8K
$789K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.96K- 19.92% |
$350K - $384K
|
28K
$1.73M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-818- 15.22% |
$41.1K - $45.2K
|
4.56K
$281K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-639- 22.1% |
$32.1K - $35.3K
|
2.25K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-46- 0.77% |
$2.31K - $2.54K
|
5.96K
$368K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.38K- 5.36% |
$71.2K - $75.4K
|
24.4K
$1.5M
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.06K- 18.11% |
$54.7K - $57.9K
|
4.79K
$295K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-659- 11.42% |
$34.1K - $36K
|
5.11K
$315K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-121- 2.97% |
$6.25K - $6.62K
|
3.96K
$244K
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-87- 2.16% |
$4.5K - $4.76K
|
3.94K
$243K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-926- 16.89% |
$45.8K - $50.1K
|
4.56K
$281K
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-296- 5.19% |
$14.6K - $16K
|
5.4K
$333K
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-268- 5.81% |
$13.3K - $14.5K
|
4.34K
$268K
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-111- 8.33% |
$5.49K - $6K
|
1.22K
$75.3K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-13- 0.14% |
$643 - $703
|
9.47K
$584K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3.74K- 26.49% |
$161K - $191K
|
10.4K
$639K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-825- 5.4% |
$35.6K - $42.2K
|
14.4K
$890K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-446- 47.0% |
$19.2K - $22.8K
|
503
$31K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-142- 2.8% |
$6.12K - $7.26K
|
4.93K
$304K
|
|
Q3 2022 | |||||||
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10.5KClosed |
$456K - $544K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-7.64K- 51.8% |
$332K - $396K
|
7.11K
$438K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.05KClosed |
$88.9K - $106K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.77K- 8.25% |
$76.9K - $91.7K
|
19.7K
$1.21M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.04KClosed |
$45K - $53.6K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-445- 99.78% |
$19.3K - $23.1K
|
1
$61.6
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-390- 6.09% |
$16.9K - $20.2K
|
6.01K
$371K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-89.8KClosed |
$4.34M - $5.23M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-21.5KClosed |
$1.04M - $1.25M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-12.9K- 41.57% |
$622K - $750K
|
18.1K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-9.41KClosed |
$455K - $548K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-7.49KClosed |
$362K - $436K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-7.06KClosed |
$341K - $411K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.56KClosed |
$220K - $266K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.05K- 10.17% |
$196K - $236K
|
35.8K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.01KClosed |
$194K - $234K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$194K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.82KClosed |
$185K - $223K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-3.53KClosed |
$171K - $206K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.51KClosed |
$170K - $205K
|
0
$0
|