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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
503+ 7.82% |
$21.9K - $26.1K
|
6.93K
$401K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
485+ 12.65% |
$21.1K - $25.1K
|
4.32K
$250K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
465+ 9.61% |
$20.2K - $24.1K
|
5.31K
$307K
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
440+ 8.13% |
$19.1K - $22.8K
|
5.85K
$338K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
435+ 3.83% |
$18.9K - $22.5K
|
11.8K
$682K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
418+ 4.06% |
$18.2K - $21.7K
|
10.7K
$620K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
368+ 6.94% |
$16K - $19.1K
|
5.67K
$328K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
351+ 6.01% |
$15.2K - $18.2K
|
6.2K
$359K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
343+ 1.94% |
$14.9K - $17.8K
|
18K
$1.04M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
317+ 7.07% |
$13.8K - $16.4K
|
4.8K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
317+ 11.29% |
$13.8K - $16.4K
|
3.13K
$181K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
268+ 0.27% |
$11.6K - $13.9K
|
98.1K
$5.68M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
218+ 2.34% |
$9.47K - $11.3K
|
9.55K
$552K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
201+ 12.72% |
$8.73K - $10.4K
|
1.78K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
165+ 2.75% |
$7.17K - $8.55K
|
6.18K
$357K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
163+ 28.15% |
$7.08K - $8.45K
|
742
$42.9K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
105+ 0.47% |
$4.56K - $5.44K
|
22.3K
$1.29M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
105New |
$4.56K - $5.44K
|
105
$6.08K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
103+ 9.24% |
$4.47K - $5.34K
|
1.22K
$70.5K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
102+ 6.34% |
$4.43K - $5.29K
|
1.71K
$99.1K
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
100+ 1.13% |
$4.34K - $5.18K
|
8.96K
$518K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 0.87% |
$3.87K - $4.61K
|
10.3K
$598K
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
BUY
|
- |
83+ 1.59% |
$3.61K - $4.3K
|
5.29K
$306K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
77+ 1.39% |
$3.34K - $3.99K
|
5.61K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
53+ 0.12% |
$2.3K - $2.75K
|
43.4K
$2.51M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
41+ 0.36% |
$1.78K - $2.13K
|
11.3K
$653K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.43K - $1.71K
|
33
$1.91K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.18% |
$1.22K - $1.45K
|
15.4K
$893K
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
27+ 1.24% |
$1.17K - $1.4K
|
2.2K
$127K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 13.29% |
$999 - $1.19K
|
196
$11.3K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 0.23% |
$652 - $777
|
6.55K
$379K
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$521 - $622
|
4.85K
$281K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.28% |
$130 - $155
|
1.09K
$63K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.07% |
$43.4 - $51.8
|
1.37K
$79.4K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.96% |
$217 - $259
|
514
$29.7K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-56- 1.65% |
$2.43K - $2.9K
|
3.34K
$193K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-99- 0.64% |
$4.3K - $5.13K
|
15.3K
$883K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-118- 24.89% |
$5.13K - $6.12K
|
356
$20.6K
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-166- 2.88% |
$7.21K - $8.6K
|
5.61K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201- 29.05% |
$8.73K - $10.4K
|
491
$28.4K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-261- 1.25% |
$11.3K - $13.5K
|
20.6K
$1.19M
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-300- 4.65% |
$13K - $15.5K
|
6.15K
$356K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-319- 0.59% |
$13.9K - $16.5K
|
54.1K
$3.13M
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-383- 6.02% |
$16.6K - $19.9K
|
5.98K
$346K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-390- 6.09% |
$16.9K - $20.2K
|
6.01K
$348K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-443- 7.6% |
$19.2K - $23K
|
5.39K
$312K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-445- 99.78% |
$19.3K - $23.1K
|
1
$57.9
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-459- 8.22% |
$19.9K - $23.8K
|
5.13K
$297K
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-495- 8.42% |
$21.5K - $25.7K
|
5.38K
$311K
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-685- 0.26% |
$29.8K - $35.5K
|
260K
$15.1M
|