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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
390+ 4.05% |
$20.7K - $22.6K
|
10K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
378+ 9.04% |
$20.1K - $21.9K
|
4.56K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
322+ 7.81% |
$17.1K - $18.6K
|
4.45K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
278+ 2.32% |
$14.8K - $16.1K
|
12.2K
$694K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
256+ 4.54% |
$13.6K - $14.8K
|
5.9K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214+ 0.39% |
$11.4K - $12.4K
|
55.7K
$3.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
208+ 9.59% |
$11.1K - $12K
|
2.38K
$135K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
178+ 0.74% |
$9.47K - $10.3K
|
24.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
160New |
$8.51K - $9.25K
|
160
$9.07K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
141+ 0.3% |
$7.5K - $8.16K
|
46.7K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
141+ 1.19% |
$7.5K - $8.16K
|
12K
$678K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
125+ 11.98% |
$6.65K - $7.23K
|
1.17K
$66.2K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
124+ 2.97% |
$6.6K - $7.17K
|
4.31K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
122+ 0.54% |
$6.49K - $7.06K
|
22.5K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
115+ 1.1% |
$6.12K - $6.65K
|
10.5K
$597K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
111+ 1.02% |
$5.9K - $6.42K
|
10.9K
$620K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
99+ 1.45% |
$5.27K - $5.73K
|
6.94K
$394K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 42.29% |
$5.11K - $5.55K
|
323
$18.3K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
92+ 0.8% |
$4.89K - $5.32K
|
11.6K
$660K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.55% |
$4.52K - $4.92K
|
15.5K
$877K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
84+ 0.75% |
$4.47K - $4.86K
|
11.3K
$638K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
78+ 0.14% |
$4.15K - $4.51K
|
56.7K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
78+ 0.72% |
$4.15K - $4.51K
|
10.9K
$615K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77+ 0.12% |
$4.1K - $4.45K
|
62.3K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 1.69% |
$3.72K - $4.05K
|
4.22K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
68+ 0.56% |
$3.62K - $3.93K
|
12.3K
$696K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60+ 7.14% |
$3.19K - $3.47K
|
900
$51K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.9% |
$2.87K - $3.12K
|
6.03K
$342K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
53+ 2.7% |
$2.82K - $3.07K
|
2.02K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
50+ 0.92% |
$2.66K - $2.89K
|
5.49K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
48+ 3.73% |
$2.55K - $2.78K
|
1.34K
$75.7K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 1.39% |
$2.5K - $2.72K
|
3.43K
$195K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 22.93% |
$1.91K - $2.08K
|
193
$10.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
34+ 0.54% |
$1.81K - $1.97K
|
6.3K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.98% |
$1.49K - $1.62K
|
2.88K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
28+ 0.61% |
$1.49K - $1.62K
|
4.6K
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
27+ 0.11% |
$1.44K - $1.56K
|
23.8K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
27+ 6.16% |
$1.44K - $1.56K
|
465
$26.4K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
26+ 0.1% |
$1.38K - $1.5K
|
25.3K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
25+ 0.09% |
$1.33K - $1.45K
|
28.8K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
25+ 0.55% |
$1.33K - $1.45K
|
4.61K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
22+ 0.29% |
$1.17K - $1.27K
|
7.56K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.55% |
$798 - $868
|
2.75K
$156K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15+ 3.04% |
$798 - $868
|
509
$28.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.13% |
$691 - $752
|
10.2K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12+ 0.15% |
$638 - $694
|
7.95K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
12+ 0.02% |
$638 - $694
|
49.8K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.31% |
$638 - $694
|
3.95K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
11+ 0.04% |
$585 - $636
|
27.7K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.1% |
$532 - $578
|
9.73K
$552K
|