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 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
9+ 0.03% |
$479 - $521
|
32.7K
$1.86M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 0.51% |
$479 - $521
|
1.79K
$101K
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5+ 0.13% |
$266 - $289
|
3.9K
$221K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.01% |
$266 - $289
|
99.5K
$5.64M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.02% |
$160 - $174
|
14.6K
$829K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.06% |
$160 - $174
|
4.89K
$277K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.62% |
$106 - $116
|
326
$18.5K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 16.67% |
$53.2 - $57.8
|
7
$397
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 5.26% |
$53.2 - $57.8
|
20
$1.13K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.03% |
$53.2 - $57.8
|
3.82K
$217K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2- 0.02% |
$106 - $116
|
10.5K
$595K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.38% |
$213 - $231
|
1.04K
$58.9K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6- 0.3% |
$319 - $347
|
2.02K
$115K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-25- 8.28% |
$1.33K - $1.45K
|
277
$15.7K
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-30- 0.52% |
$1.6K - $1.74K
|
5.76K
$327K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-38- 0.39% |
$2.02K - $2.2K
|
9.78K
$554K
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-44- 0.73% |
$2.34K - $2.54K
|
6.01K
$341K
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-52- 0.15% |
$2.77K - $3.01K
|
35.6K
$2.02M
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-53- 1.14% |
$2.82K - $3.07K
|
4.61K
$261K
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-70- 0.76% |
$3.72K - $4.05K
|
9.17K
$520K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-85- 1.16% |
$4.52K - $4.92K
|
7.22K
$409K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-85- 1.82% |
$4.52K - $4.92K
|
4.58K
$260K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-114- 0.15% |
$6.06K - $6.59K
|
74K
$4.19M
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-155- 2.63% |
$8.24K - $8.97K
|
5.73K
$325K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-165- 0.39% |
$8.78K - $9.54K
|
42.3K
$2.4M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-178- 4.15% |
$9.47K - $10.3K
|
4.11K
$233K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-194- 0.58% |
$10.3K - $11.2K
|
33.3K
$1.89M
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-199- 1.03% |
$10.6K - $11.5K
|
19.2K
$1.09M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-202- 0.56% |
$10.7K - $11.7K
|
35.8K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-210- 0.3% |
$11.2K - $12.1K
|
69.8K
$3.96M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-233- 5.66% |
$12.4K - $13.5K
|
3.88K
$220K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-241- 1.79% |
$12.8K - $13.9K
|
13.2K
$748K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-250- 6.35% |
$13.3K - $14.5K
|
3.69K
$209K
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-261- 1.81% |
$13.9K - $15.1K
|
14.2K
$804K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-274- 4.24% |
$14.6K - $15.8K
|
6.19K
$351K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-307- 1.12% |
$16.3K - $17.8K
|
27.1K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-310- 0.42% |
$16.5K - $17.9K
|
73.6K
$4.17M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-318- 1.3% |
$16.9K - $18.4K
|
24.1K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-325- 3.64% |
$17.3K - $18.8K
|
8.62K
$488K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-337- 3.99% |
$17.9K - $19.5K
|
8.11K
$460K
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-350- 5.24% |
$18.6K - $20.2K
|
6.33K
$359K
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-400- 7.84% |
$21.3K - $23.1K
|
4.7K
$266K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-417- 17.02% |
$22.2K - $24.1K
|
2.03K
$115K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-434- 5.68% |
$23.1K - $25.1K
|
7.21K
$409K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 3.69% |
$23.9K - $26K
|
11.8K
$666K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-456- 4.65% |
$24.3K - $26.4K
|
9.35K
$530K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-494- 3.96% |
$26.3K - $28.6K
|
12K
$680K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-498- 3.03% |
$26.5K - $28.8K
|
16K
$905K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-545- 11.92% |
$29K - $31.5K
|
4.03K
$228K
|