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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.28% |
$49.5 - $54.1
|
358
$20.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-12- 36.36% |
$594 - $649
|
21
$1.22K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-13- 0.14% |
$643 - $703
|
9.47K
$548K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 0.06% |
$1.83K - $2K
|
57.5K
$3.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 0.92% |
$2.72K - $2.97K
|
5.93K
$343K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-67- 1.26% |
$3.32K - $3.62K
|
5.26K
$304K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-77- 0.15% |
$3.81K - $4.16K
|
50.4K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-96- 2.22% |
$4.75K - $5.19K
|
4.23K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-98- 12.13% |
$4.85K - $5.3K
|
710
$41.1K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-111- 8.33% |
$5.49K - $6K
|
1.22K
$70.6K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-116- 1.29% |
$5.74K - $6.27K
|
8.88K
$514K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-123- 0.57% |
$6.09K - $6.65K
|
21.4K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-165- 2.6% |
$8.17K - $8.92K
|
6.18K
$357K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-195- 4.33% |
$9.65K - $10.5K
|
4.3K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-216- 4.62% |
$10.7K - $11.7K
|
4.46K
$258K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-218- 4.32% |
$10.8K - $11.8K
|
4.82K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-222- 3.32% |
$11K - $12K
|
6.46K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-231- 23.45% |
$11.4K - $12.5K
|
754
$43.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-235- 2.24% |
$11.6K - $12.7K
|
10.3K
$594K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-257- 6.11% |
$12.7K - $13.9K
|
3.95K
$228K
|
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-268- 5.81% |
$13.3K - $14.5K
|
4.34K
$251K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-296- 5.19% |
$14.6K - $16K
|
5.4K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-302- 1.16% |
$14.9K - $16.3K
|
25.7K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-325- 6.88% |
$16.1K - $17.6K
|
4.4K
$255K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-345- 2.37% |
$17.1K - $18.7K
|
14.2K
$821K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-387- 4.38% |
$19.2K - $20.9K
|
8.45K
$489K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-405- 10.44% |
$20K - $21.9K
|
3.48K
$201K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-409- 2.64% |
$20.2K - $22.1K
|
15.1K
$871K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-420- 2.7% |
$20.8K - $22.7K
|
15.1K
$877K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-444- 9.25% |
$22K - $24K
|
4.35K
$252K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-462- 8.93% |
$22.9K - $25K
|
4.71K
$273K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-554- 4.51% |
$27.4K - $30K
|
11.7K
$679K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-605- 56.81% |
$29.9K - $32.7K
|
460
$26.6K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-621- 1.65% |
$30.7K - $33.6K
|
37.1K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-694- 4.08% |
$34.3K - $37.5K
|
16.3K
$944K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-745- 11.01% |
$36.9K - $40.3K
|
6.02K
$348K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-797- 5.67% |
$39.4K - $43.1K
|
13.3K
$767K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-836- 3.47% |
$41.4K - $45.2K
|
23.2K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-845- 6.31% |
$41.8K - $45.7K
|
12.5K
$726K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-914- 1.38% |
$45.2K - $49.4K
|
65.3K
$3.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-926- 16.89% |
$45.8K - $50.1K
|
4.56K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-955- 14.04% |
$47.3K - $51.6K
|
5.85K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.02K- 9.28% |
$50.3K - $55K
|
9.94K
$575K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.02K- 16.97% |
$50.5K - $55.2K
|
4.99K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.13K- 3.83% |
$55.7K - $60.8K
|
28.2K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.13K- 0.46% |
$55.7K - $60.9K
|
244K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.18K- 19.15% |
$58.5K - $63.9K
|
4.99K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.22K- 3.75% |
$60.3K - $65.9K
|
31.3K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 4.59% |
$62.2K - $67.9K
|
26.1K
$1.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 10.15% |
$64.7K - $70.7K
|
11.6K
$669K
|