Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 1.21% |
$103 - $109
|
167
$9.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-39- 2.12% |
$2.02K - $2.13K
|
1.8K
$100K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45- 0.26% |
$2.33K - $2.46K
|
17.1K
$951K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-60- 0.39% |
$3.1K - $3.28K
|
15.3K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-67- 0.53% |
$3.46K - $3.66K
|
12.5K
$696K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-71- 4.79% |
$3.67K - $3.88K
|
1.41K
$78.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-87- 2.16% |
$4.5K - $4.76K
|
3.94K
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-92- 0.18% |
$4.75K - $5.03K
|
50.3K
$2.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-121- 2.97% |
$6.25K - $6.62K
|
3.96K
$220K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-131- 0.36% |
$6.77K - $7.17K
|
36.2K
$2.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-136- 0.4% |
$7.03K - $7.44K
|
34.1K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-146- 1.24% |
$7.55K - $7.99K
|
11.6K
$646K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-165- 2.67% |
$8.53K - $9.03K
|
6.01K
$335K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-170- 2.18% |
$8.79K - $9.3K
|
7.64K
$426K
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-183- 1.64% |
$9.46K - $10K
|
11K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-196- 0.3% |
$10.1K - $10.7K
|
64.7K
$3.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-208- 2.8% |
$10.7K - $11.4K
|
7.21K
$402K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-259- 2.52% |
$13.4K - $14.2K
|
10K
$557K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-272- 1.8% |
$14.1K - $14.9K
|
14.9K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-272- 3.06% |
$14.1K - $14.9K
|
8.6K
$479K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-288- 5.47% |
$14.9K - $15.8K
|
4.97K
$277K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-342- 6.85% |
$17.7K - $18.7K
|
4.65K
$259K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-418- 3.15% |
$21.6K - $22.9K
|
12.8K
$715K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-450- 2.66% |
$23.3K - $24.6K
|
16.5K
$917K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-550- 7.61% |
$28.4K - $30.1K
|
6.68K
$372K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-566- 8.65% |
$29.3K - $31K
|
5.98K
$333K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-570- 10.33% |
$29.5K - $31.2K
|
4.95K
$276K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-585- 7.98% |
$30.2K - $32K
|
6.75K
$376K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-585- 7.98% |
$30.2K - $32K
|
6.75K
$376K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-659- 11.42% |
$34.1K - $36K
|
5.11K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-691- 6.95% |
$35.7K - $37.8K
|
9.25K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-701- 1.68% |
$36.2K - $38.3K
|
41K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-885- 6.42% |
$45.7K - $48.4K
|
12.9K
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-959- 18.79% |
$49.6K - $52.5K
|
4.15K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.01K- 15.95% |
$51.9K - $55K
|
5.3K
$295K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.06K- 18.11% |
$54.7K - $57.9K
|
4.79K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.08K- 21.54% |
$55.6K - $58.8K
|
3.92K
$218K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.18K- 1.72% |
$60.9K - $64.4K
|
67.1K
$3.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.28K- 7.12% |
$66.2K - $70.1K
|
16.7K
$931K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.38K- 5.36% |
$71.2K - $75.4K
|
24.4K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.44K- 2.2% |
$74.3K - $78.6K
|
63.9K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.47K- 21.48% |
$76K - $80.5K
|
5.38K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.53K- 10.94% |
$79.2K - $83.9K
|
12.5K
$695K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.68K- 1.37% |
$86.8K - $91.8K
|
121K
$6.72M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.82K- 14.51% |
$94.1K - $99.6K
|
10.7K
$597K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.01K- 12.34% |
$104K - $110K
|
14.3K
$797K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.07K- 3.48% |
$107K - $113K
|
57.3K
$3.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.16K- 9.29% |
$112K - $118K
|
21.1K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.25K- 29.46% |
$116K - $123K
|
5.38K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.27K- 0.93% |
$117K - $124K
|
241K
$13.4M
|