Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
519New |
$25.7K - $28.1K
|
519
$30.3K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
503+ 5.27% |
$24.9K - $27.2K
|
10.1K
$587K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
456+ 1.38% |
$22.6K - $24.7K
|
33.4K
$1.95M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
441+ 17.96% |
$21.8K - $23.8K
|
2.9K
$169K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
437+ 1.14% |
$21.6K - $23.6K
|
38.9K
$2.27M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
412+ 5.88% |
$20.4K - $22.3K
|
7.42K
$434K
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
400+ 1.11% |
$19.8K - $21.6K
|
36.3K
$2.12M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
370New |
$18.3K - $20K
|
370
$21.6K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
352+ 5.42% |
$17.4K - $19K
|
6.85K
$400K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
351+ 3.19% |
$17.4K - $19K
|
11.4K
$664K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
350New |
$17.3K - $18.9K
|
350
$20.4K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
347+ 0.54% |
$17.2K - $18.8K
|
64.9K
$3.79M
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
316+ 73.83% |
$15.6K - $17.1K
|
744
$43.5K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
284+ 1.64% |
$14.1K - $15.4K
|
17.6K
$1.03M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
268+ 2.72% |
$13.3K - $14.5K
|
10.1K
$592K
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
261+ 4.22% |
$12.9K - $14.1K
|
6.45K
$377K
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
258+ 5.81% |
$12.8K - $14K
|
4.7K
$275K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
232New |
$11.5K - $12.5K
|
232
$13.6K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
209New |
$10.3K - $11.3K
|
209
$12.2K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
199+ 0.2% |
$9.85K - $10.8K
|
99.1K
$5.79M
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
195+ 3.59% |
$9.65K - $10.5K
|
5.63K
$329K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
193+ 0.84% |
$9.55K - $10.4K
|
23.3K
$1.36M
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
191+ 118.63% |
$9.45K - $10.3K
|
352
$20.6K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
188+ 1.17% |
$9.3K - $10.2K
|
16.3K
$951K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 0.32% |
$6.88K - $7.52K
|
44K
$2.57M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
132+ 0.4% |
$6.53K - $7.14K
|
33.4K
$1.95M
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 0.3% |
$3.96K - $4.33K
|
27.1K
$1.58M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
65+ 2.06% |
$3.22K - $3.51K
|
3.22K
$188K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63New |
$3.12K - $3.41K
|
63
$3.68K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 1.31% |
$2.72K - $2.97K
|
4.25K
$248K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
48New |
$2.38K - $2.6K
|
48
$2.8K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
43+ 0.69% |
$2.13K - $2.33K
|
6.24K
$364K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
36+ 0.2% |
$1.78K - $1.95K
|
17.8K
$1.04M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
36+ 0.39% |
$1.78K - $1.95K
|
9.33K
$545K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32+ 4.24% |
$1.58K - $1.73K
|
786
$45.9K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
29+ 0.21% |
$1.44K - $1.57K
|
13.9K
$812K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
25+ 17.01% |
$1.24K - $1.35K
|
172
$10K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 7.49% |
$841 - $919
|
244
$14.3K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$742 - $811
|
15
$876
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$495 - $541
|
11.7K
$683K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.18% |
$445 - $487
|
5.11K
$298K
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
7+ 0.09% |
$346 - $378
|
7.81K
$456K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$346 - $378
|
4.86K
$284K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$247 - $270
|
4.89K
$285K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.23% |
$198 - $216
|
1.73K
$101K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.06% |
$198 - $216
|
6.16K
$360K
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.06% |
$198 - $216
|
6.52K
$381K
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$198 - $216
|
6.55K
$382K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.17% |
$49.5 - $54.1
|
578
$33.8K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
$49.5 - $54.1
|
8K
$468K
|