Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
93+ 2.71% |
$5.58K - $6K
|
3.53K
$200K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84+ 7.49% |
$5.04K - $5.42K
|
1.21K
$68.3K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
54+ 1.37% |
$3.24K - $3.48K
|
4.01K
$227K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
51+ 1.46% |
$3.06K - $3.29K
|
3.54K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 1.01% |
$3K - $3.23K
|
5K
$283K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
50New |
$3K - $3.23K
|
50
$2.83K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
48+ 0.88% |
$2.88K - $3.1K
|
5.51K
$312K
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
47+ 0.23% |
$2.82K - $3.03K
|
20.8K
$1.18M
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
41+ 8.89% |
$2.46K - $2.64K
|
502
$28.5K
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
40+ 0.57% |
$2.4K - $2.58K
|
7.03K
$398K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
36+ 3.92% |
$2.16K - $2.32K
|
955
$54.1K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 17.39% |
$1.2K - $1.29K
|
135
$7.65K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 1.08% |
$1.02K - $1.1K
|
1.59K
$89.9K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17+ 0.35% |
$1.02K - $1.1K
|
4.83K
$274K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13+ 86.67% |
$781 - $839
|
28
$1.59K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 5.41% |
$601 - $645
|
195
$11.1K
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.14% |
$540 - $581
|
6.3K
$357K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.17% |
$120 - $129
|
1.19K
$67.3K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2New |
$120 - $129
|
2
$113
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3- 0.03% |
$180 - $194
|
9.47K
$537K
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9- 0.24% |
$540 - $581
|
3.75K
$212K
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-38- 0.77% |
$2.28K - $2.45K
|
4.88K
$277K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-52- 2.78% |
$3.12K - $3.35K
|
1.82K
$103K
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-53Closed |
$3.18K - $3.42K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-60Closed |
$3.6K - $3.87K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-74- 0.68% |
$4.44K - $4.77K
|
10.8K
$614K
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-98- 0.11% |
$5.88K - $6.32K
|
89.3K
$5.06M
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-111- 18.88% |
$6.67K - $7.16K
|
477
$27K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150Closed |
$9.01K - $9.68K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-155Closed |
$9.31K - $10K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-155Closed |
$9.31K - $10K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-157- 1.05% |
$9.43K - $10.1K
|
14.8K
$841K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-172- 0.36% |
$10.3K - $11.1K
|
47K
$2.66M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-178- 2.23% |
$10.7K - $11.5K
|
7.82K
$443K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-205- 3.25% |
$12.3K - $13.2K
|
6.11K
$346K
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-242- 3.52% |
$14.5K - $15.6K
|
6.64K
$376K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-297- 2.04% |
$17.8K - $19.2K
|
14.2K
$807K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-298- 10.74% |
$17.9K - $19.2K
|
2.48K
$140K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-311- 4.21% |
$18.7K - $20.1K
|
7.07K
$401K
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-351- 6.01% |
$21.1K - $22.6K
|
5.49K
$311K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-425- 19.19% |
$25.5K - $27.4K
|
1.79K
$101K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-425Closed |
$25.5K - $27.4K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$30K - $32.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-645- 15.56% |
$38.7K - $41.6K
|
3.5K
$198K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-709- 4.31% |
$42.6K - $45.7K
|
15.7K
$892K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-722- 2.65% |
$43.4K - $46.6K
|
26.6K
$1.51M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-841Closed |
$50.5K - $54.3K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-913Closed |
$54.8K - $58.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-917- 16.41% |
$55.1K - $59.2K
|
4.67K
$265K
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
SELL
|
- |
-966- 2.91% |
$58K - $62.3K
|
32.2K
$1.83M
|