Purchases and Sales Made in Q1 2022 in Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG INTL STK.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.03K+ 26.89% |
$54.7K - $64.7K
|
4.86K
$276K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
1.01K+ 25.97% |
$53.4K - $63.2K
|
4.88K
$277K
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
959+ 17.4% |
$50.9K - $60.2K
|
6.47K
$367K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
948+ 25.53% |
$50.3K - $59.5K
|
4.66K
$264K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
923+ 4.06% |
$49K - $58K
|
23.7K
$1.34M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
884+ 9.77% |
$46.9K - $55.5K
|
9.93K
$563K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
860+ 5.47% |
$45.7K - $54K
|
16.6K
$941K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
671+ 0.63% |
$35.6K - $42.1K
|
106K
$6.04M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
600+ 9.82% |
$31.9K - $37.7K
|
6.71K
$380K
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
583+ 2.8% |
$31K - $36.6K
|
21.4K
$1.21M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
561+ 0.74% |
$29.8K - $35.2K
|
76.1K
$4.32M
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
526+ 28.54% |
$27.9K - $33K
|
2.37K
$134K
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
525+ 7.84% |
$27.9K - $33K
|
7.23K
$410K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
489+ 40.58% |
$26K - $30.7K
|
1.69K
$96K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
473+ 8.8% |
$25.1K - $29.7K
|
5.85K
$331K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
473+ 3.11% |
$25.1K - $29.7K
|
15.7K
$888K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
454+ 9.4% |
$24.1K - $28.5K
|
5.29K
$300K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
444+ 2.35% |
$23.6K - $27.9K
|
19.3K
$1.09M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
411+ 4.95% |
$21.8K - $25.8K
|
8.71K
$494K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
369+ 8.9% |
$19.6K - $23.2K
|
4.52K
$256K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
345+ 3.53% |
$18.3K - $21.7K
|
10.1K
$574K
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
308+ 5.57% |
$16.4K - $19.3K
|
5.84K
$331K
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
308+ 9.19% |
$16.4K - $19.3K
|
3.66K
$207K
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
275+ 5.5% |
$14.6K - $17.3K
|
5.28K
$299K
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
273+ 0.97% |
$14.5K - $17.1K
|
28.4K
$1.61M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
269+ 6.39% |
$14.3K - $16.9K
|
4.48K
$254K
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
241+ 0.25% |
$12.8K - $15.1K
|
96.7K
$5.48M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 9.15% |
$10.6K - $12.6K
|
2.39K
$135K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
199New |
$10.6K - $12.5K
|
199
$11.3K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
164+ 5.44% |
$8.71K - $10.3K
|
3.18K
$180K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160New |
$8.5K - $10K
|
160
$9.07K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
155New |
$8.23K - $9.73K
|
155
$8.79K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
152New |
$8.07K - $9.55K
|
152
$8.62K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
149+ 1.38% |
$7.91K - $9.36K
|
11K
$622K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
125+ 2.34% |
$6.64K - $7.85K
|
5.47K
$310K
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
94+ 1.71% |
$4.99K - $5.9K
|
5.58K
$316K
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
93+ 1.06% |
$4.94K - $5.84K
|
8.84K
$501K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79+ 2.24% |
$4.2K - $4.96K
|
3.61K
$205K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
60+ 2.84% |
$3.19K - $3.77K
|
2.17K
$123K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
42+ 4.4% |
$2.23K - $2.64K
|
997
$56.5K
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
40+ 0.99% |
$2.12K - $2.51K
|
4.1K
$232K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
38+ 0.25% |
$2.02K - $2.39K
|
15.1K
$857K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
37+ 0.59% |
$1.97K - $2.32K
|
6.34K
$359K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
36+ 0.14% |
$1.91K - $2.26K
|
25.9K
$1.47M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
34+ 0.25% |
$1.81K - $2.14K
|
13.4K
$759K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 6.08% |
$1.54K - $1.82K
|
506
$28.7K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26+ 2.19% |
$1.38K - $1.63K
|
1.21K
$68.8K
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$637 - $754
|
4.89K
$277K
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
11+ 4.1% |
$584 - $691
|
279
$15.8K
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$319 - $377
|
4K
$227K
|