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 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23K- 22.37% |
$110K - $121K
|
7.74K
$448K
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.29K- 10.78% |
$113K - $124K
|
18.9K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.5K- 7.14% |
$124K - $135K
|
32.5K
$1.88M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.74K- 4.41% |
$136K - $148K
|
59.4K
$3.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3.08K- 11.94% |
$152K - $166K
|
22.7K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.47K- 6.13% |
$171K - $187K
|
53K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.96K- 1.19% |
$196K - $214K
|
329K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.13K- 1.34% |
$204K - $223K
|
304K
$17.6M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.41K- 6.54% |
$218K - $239K
|
63K
$3.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.59K- 21.23% |
$227K - $248K
|
17K
$985K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-5.75K- 13.97% |
$285K - $311K
|
35.4K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.94K- 5.21% |
$294K - $321K
|
108K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.02K- 6.69% |
$298K - $325K
|
84K
$4.86M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.48K- 46.92% |
$321K - $350K
|
7.33K
$424K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-7.94K- 11.32% |
$393K - $429K
|
62.2K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-8.87K- 1.88% |
$439K - $480K
|
462K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.32K- 4.88% |
$461K - $504K
|
182K
$10.5M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13.2K- 18.63% |
$651K - $712K
|
57.5K
$3.33M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-13.6K- 32.94% |
$674K - $736K
|
27.7K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.6K- 6.04% |
$721K - $787K
|
226K
$13.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.9K- 10.41% |
$739K - $808K
|
129K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16K- 9.88% |
$790K - $863K
|
146K
$8.42M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-27.8K- 23.32% |
$1.38M - $1.51M
|
91.5K
$5.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-29.8K- 65.98% |
$1.47M - $1.61M
|
15.3K
$888K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-45K- 33.88% |
$2.23M - $2.44M
|
87.9K
$5.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-47.1K- 24.5% |
$2.33M - $2.55M
|
145K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.6K- 11.67% |
$4.14M - $4.52M
|
633K
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-110K- 21.95% |
$5.46M - $5.97M
|
392K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-174K- 92.65% |
$8.6M - $9.4M
|
13.8K
$798K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-235K- 3.07% |
$11.6M - $12.7M
|
7.42M
$429M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-240K- 64.77% |
$11.9M - $13M
|
130K
$7.55M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-240K- 64.77% |
$11.9M - $13M
|
130K
$7.55M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-278K- 97.97% |
$13.8M - $15M
|
5.77K
$334K
|