Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.73K+ 17.98% |
$137K - $151K
|
17.9K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.71KNew |
$136K - $150K
|
2.71K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.67K+ 2.93% |
$134K - $147K
|
93.9K
$5.32M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.54KNew |
$127K - $140K
|
2.54K
$144K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.47K+ 8.08% |
$124K - $136K
|
33K
$1.87M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.44KNew |
$122K - $134K
|
2.44K
$138K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.42K+ 2.92% |
$121K - $133K
|
85.3K
$4.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 47.63% |
$119K - $131K
|
7.37K
$418K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.09K+ 1.43% |
$105K - $115K
|
148K
$8.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.07K+ 3.24% |
$104K - $114K
|
66K
$3.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2K+ 8.51% |
$100K - $110K
|
25.5K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.94K+ 36.06% |
$97.5K - $107K
|
7.32K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.76K+ 1.35% |
$88.2K - $96.9K
|
132K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.74K+ 15.34% |
$87.5K - $96.1K
|
13.1K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.55K+ 3.94% |
$78K - $85.7K
|
41K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.55K+ 0.65% |
$77.8K - $85.4K
|
241K
$13.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.51K+ 9.81% |
$75.7K - $83.2K
|
16.9K
$956K
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.37K+ 3.95% |
$69K - $75.8K
|
36.1K
$2.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 7.31% |
$66.9K - $73.5K
|
19.6K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3K+ 18.08% |
$65.5K - $72K
|
8.52K
$483K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
1.25K+ 11.69% |
$62.9K - $69.2K
|
12K
$679K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
1.15K+ 2.11% |
$58K - $63.7K
|
55.8K
$3.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.15K+ 9.21% |
$57.8K - $63.5K
|
13.6K
$773K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
1.1K+ 7.17% |
$55.1K - $60.5K
|
16.4K
$928K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.08K+ 6.54% |
$54.3K - $59.7K
|
17.6K
$1M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
939+ 9.72% |
$47.2K - $51.8K
|
10.6K
$601K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
876+ 9.47% |
$44K - $48.4K
|
10.1K
$574K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
874+ 0.76% |
$43.9K - $48.2K
|
116K
$6.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
795+ 4.6% |
$39.9K - $43.9K
|
18.1K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
790+ 3.7% |
$39.7K - $43.6K
|
22.1K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
740+ 9.57% |
$37.2K - $40.8K
|
8.48K
$480K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
545+ 1.28% |
$27.4K - $30.1K
|
43K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
529+ 4.51% |
$26.6K - $29.2K
|
12.3K
$695K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
521+ 6.78% |
$26.2K - $28.8K
|
8.2K
$465K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 22.22% |
$25.1K - $27.6K
|
2.75K
$156K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
463+ 0.46% |
$23.3K - $25.6K
|
101K
$5.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
435+ 5.25% |
$21.9K - $24K
|
8.72K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
419+ 0.83% |
$21K - $23.1K
|
50.7K
$2.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
411+ 3.31% |
$20.6K - $22.7K
|
12.8K
$728K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
394+ 6.5% |
$19.8K - $21.7K
|
6.46K
$366K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
394+ 6.28% |
$19.8K - $21.7K
|
6.67K
$378K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
374+ 7.06% |
$18.8K - $20.6K
|
5.67K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
363+ 6.18% |
$18.2K - $20K
|
6.23K
$353K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
350+ 7.07% |
$17.6K - $19.3K
|
5.3K
$300K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
343+ 9.87% |
$17.2K - $18.9K
|
3.82K
$216K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
336+ 6.64% |
$16.9K - $18.5K
|
5.4K
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
323+ 1.93% |
$16.2K - $17.8K
|
17K
$965K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
305+ 2.59% |
$15.3K - $16.8K
|
12.1K
$684K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
303+ 5.34% |
$15.2K - $16.7K
|
5.98K
$339K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
280+ 4.28% |
$14.1K - $15.5K
|
6.82K
$387K
|