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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-577- 6.88% |
$30.7K - $33.4K
|
7.81K
$443K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-623- 3.83% |
$33.1K - $36K
|
15.6K
$886K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-644- 50.0% |
$34.3K - $37.2K
|
644
$36.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-673- 3.83% |
$35.8K - $38.9K
|
16.9K
$957K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-701- 2.37% |
$37.3K - $40.5K
|
28.9K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-709- 0.93% |
$37.7K - $41K
|
75.3K
$4.27M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-719- 3.76% |
$38.2K - $41.6K
|
18.4K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-754- 1.66% |
$40.1K - $43.6K
|
44.6K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-774- 5.34% |
$41.2K - $44.8K
|
13.7K
$778K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-840- 15.1% |
$44.7K - $48.6K
|
4.72K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-884- 7.65% |
$47K - $51.1K
|
10.7K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-986- 4.07% |
$52.4K - $57K
|
23.2K
$1.32M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.04K- 7.89% |
$55.1K - $59.9K
|
12.1K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 0.63% |
$58.7K - $63.9K
|
173K
$9.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.11K- 0.8% |
$59K - $64.2K
|
138K
$7.84M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 7.63% |
$59.5K - $64.7K
|
13.6K
$768K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.4K- 27.02% |
$74.4K - $80.9K
|
3.78K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.55K- 2.61% |
$82.6K - $89.8K
|
57.9K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.65K- 23.37% |
$87.7K - $95.4K
|
5.41K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 24.74% |
$88.8K - $96.5K
|
5.08K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.68K- 15.42% |
$89.5K - $97.3K
|
9.23K
$523K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.83K- 8.25% |
$97.3K - $106K
|
20.3K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.1K- 2.88% |
$112K - $121K
|
70.7K
$4.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.2K- 2.44% |
$117K - $127K
|
88.1K
$4.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-2.35K- 18.16% |
$125K - $136K
|
10.6K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 24.12% |
$127K - $138K
|
7.5K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.42K- 1.0% |
$128K - $140K
|
239K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.1K- 2.94% |
$165K - $180K
|
102K
$5.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.27K- 7.46% |
$174K - $189K
|
40.6K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.57K- 1.2% |
$190K - $206K
|
294K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.78K- 26.34% |
$201K - $218K
|
10.6K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.01K- 4.2% |
$213K - $232K
|
91.5K
$5.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
SELL
|
- |
-4.36K- 1.6% |
$232K - $252K
|
269K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.33K- 6.13% |
$337K - $366K
|
97K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.85K- 2.98% |
$418K - $454K
|
255K
$14.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.05K- 2.52% |
$481K - $523K
|
350K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.05K- 2.52% |
$481K - $523K
|
350K
$19.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.26K- 7.52% |
$493K - $536K
|
114K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.2K- 2.45% |
$593K - $645K
|
444K
$25.2M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-14.7K- 95.88% |
$783K - $852K
|
633
$35.9K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.1K- 52.75% |
$805K - $875K
|
13.6K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-15.5K- 3.35% |
$825K - $897K
|
447K
$25.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.1K- 6.74% |
$1.71M - $1.86M
|
444K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 7.62% |
$2.18M - $2.37M
|
497K
$28.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 7.62% |
$2.18M - $2.37M
|
497K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.3K- 3.62% |
$2.3M - $2.5M
|
1.15M
$65.4M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-47.7K- 83.7% |
$2.54M - $2.76M
|
9.29K
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-61.1K- 25.17% |
$3.25M - $3.53M
|
182K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.6K- 53.88% |
$3.44M - $3.74M
|
55.3K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4M- 48.59% |
$213M - $231M
|
4.23M
$240M
|