Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.9KNew |
$213K - $254K
|
4.9K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.89KNew |
$212K - $253K
|
4.89K
$283K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4.61K+ 835.75% |
$200K - $239K
|
5.16K
$298K
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
4.48K+ 1.68% |
$195K - $232K
|
272K
$15.7M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.69K+ 16.61% |
$160K - $191K
|
25.9K
$1.5M
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.53K+ 43.81% |
$153K - $183K
|
11.6K
$670K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.51K+ 5.67% |
$152K - $182K
|
65.4K
$3.78M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.35K+ 45.87% |
$146K - $174K
|
10.7K
$617K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.21KNew |
$139K - $166K
|
3.21K
$186K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.02KNew |
$131K - $156K
|
3.02K
$174K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3KNew |
$130K - $155K
|
3K
$174K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.81K+ 11.65% |
$122K - $146K
|
26.9K
$1.56M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.79K+ 6.14% |
$121K - $144K
|
48.2K
$2.79M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.55K+ 1.95% |
$111K - $132K
|
134K
$7.73M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.51K+ 37.93% |
$109K - $130K
|
9.11K
$527K
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.47K+ 45.35% |
$107K - $128K
|
7.92K
$458K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.4K+ 15.33% |
$104K - $124K
|
18K
$1.04M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
2.25K+ 34.55% |
$97.7K - $117K
|
8.76K
$507K
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.25K+ 9.94% |
$97.6K - $116K
|
24.8K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 11.26% |
$88.4K - $105K
|
20.1K
$1.16M
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
2.01K+ 34.59% |
$87.1K - $104K
|
7.8K
$451K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.64KNew |
$71.1K - $84.8K
|
1.64K
$94.7K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.58K+ 27.58% |
$68.5K - $81.8K
|
7.3K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.51K+ 32.81% |
$65.6K - $78.3K
|
6.11K
$354K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 2.25% |
$63.6K - $75.9K
|
66.5K
$3.85M
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
1.44K+ 2.4% |
$62.7K - $74.8K
|
61.6K
$3.57M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.36K+ 8.6% |
$59K - $70.4K
|
17.2K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 7.35% |
$58K - $69.2K
|
19.5K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.29K+ 6.72% |
$56K - $66.8K
|
20.5K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.19K+ 21.62% |
$51.7K - $61.6K
|
6.69K
$387K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 7.01% |
$51.1K - $61K
|
18K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.01K+ 5.7% |
$43.7K - $52.1K
|
18.6K
$1.08M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
980+ 18.43% |
$42.6K - $50.8K
|
6.3K
$364K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
917+ 4.54% |
$39.8K - $47.5K
|
21.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
775New |
$33.7K - $40.2K
|
775
$44.8K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
773+ 2.31% |
$33.6K - $40.1K
|
34.3K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
746+ 2.6% |
$32.4K - $38.7K
|
29.4K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
730+ 0.16% |
$31.7K - $37.8K
|
467K
$27M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
701+ 15.26% |
$30.5K - $36.3K
|
5.3K
$306K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
628+ 5.63% |
$27.3K - $32.5K
|
11.8K
$682K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
615+ 24.21% |
$26.7K - $31.9K
|
3.16K
$183K
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
594+ 3.55% |
$25.8K - $30.8K
|
17.3K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
565+ 5.9% |
$24.5K - $29.3K
|
10.1K
$587K
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
551+ 1.36% |
$23.9K - $28.6K
|
41.1K
$2.38M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
541+ 9.87% |
$23.5K - $28K
|
6.02K
$348K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
537+ 1.16% |
$23.3K - $27.8K
|
46.8K
$2.71M
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
522+ 1.85% |
$22.7K - $27.1K
|
28.8K
$1.66M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
521+ 7.29% |
$22.6K - $27K
|
7.66K
$443K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
512+ 21.92% |
$22.2K - $26.5K
|
2.85K
$165K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
510+ 11.18% |
$22.2K - $26.4K
|
5.07K
$293K
|