Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
193KNew |
$10.3M - $11.2M
|
193K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
146KNew |
$7.75M - $8.43M
|
146K
$8.26M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.7K+ 22.02% |
$4.77M - $5.19M
|
497K
$28.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.4KNew |
$3.64M - $3.96M
|
68.4K
$3.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.7K+ 716.74% |
$3.07M - $3.34M
|
65.8K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
50.4KNew |
$2.68M - $2.92M
|
50.4K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
48.5K+ 6.52% |
$2.58M - $2.8M
|
792K
$44.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
33.6K+ 17.38% |
$1.79M - $1.95M
|
227K
$12.9M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
29.8K+ 31.04% |
$1.59M - $1.73M
|
126K
$7.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
25.8K+ 20.02% |
$1.37M - $1.49M
|
155K
$8.78M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.1KNew |
$1.28M - $1.39M
|
24.1K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5K+ 67.13% |
$1.25M - $1.36M
|
58.5K
$3.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.5K+ 64.31% |
$1.14M - $1.24M
|
54.8K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.3K+ 18.51% |
$1.13M - $1.23M
|
136K
$7.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.5K+ 8.13% |
$986K - $1.07M
|
246K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.2KNew |
$968K - $1.05M
|
18.2K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
17.9KNew |
$953K - $1.04M
|
17.9K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
17.9K+ 8.83% |
$952K - $1.04M
|
221K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 22.2% |
$795K - $865K
|
82.3K
$4.67M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14.8K+ 2338.23% |
$787K - $856K
|
15.4K
$875K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
12.5K+ 21.75% |
$665K - $723K
|
70K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.5KNew |
$558K - $607K
|
10.5K
$595K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
9.65K+ 36.15% |
$513K - $558K
|
36.3K
$2.06M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
8.91KNew |
$474K - $516K
|
8.91K
$505K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
8.91KNew |
$474K - $516K
|
8.91K
$505K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8K+ 30.19% |
$426K - $463K
|
34.5K
$1.96M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.95KNew |
$423K - $460K
|
7.95K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
7.9K+ 6.57% |
$420K - $457K
|
128K
$7.26M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.87K+ 2.5% |
$365K - $397K
|
281K
$15.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.1KNew |
$324K - $353K
|
6.1K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.76KNew |
$306K - $333K
|
5.76K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.71K+ 85.98% |
$304K - $330K
|
12.4K
$701K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.58KNew |
$297K - $323K
|
5.58K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.57KNew |
$296K - $322K
|
5.57K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.82K+ 16.45% |
$256K - $279K
|
34.1K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78KNew |
$254K - $276K
|
4.78K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.68KNew |
$249K - $271K
|
4.68K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.45KNew |
$236K - $257K
|
4.45K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.34K+ 6.93% |
$231K - $251K
|
67K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.32KNew |
$230K - $250K
|
4.32K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$226K - $246K
|
4.25K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
4.17KNew |
$222K - $241K
|
4.17K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.83K+ 2.8% |
$203K - $221K
|
141K
$7.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.82KNew |
$203K - $221K
|
3.82K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.77KNew |
$201K - $218K
|
3.77K
$214K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.76KNew |
$200K - $218K
|
3.76K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.74K+ 7.89% |
$199K - $216K
|
51.2K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
3.71KNew |
$197K - $214K
|
3.71K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.54KNew |
$188K - $205K
|
3.54K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$188K - $204K
|
3.53K
$200K
|