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
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.01KClosed |
$60.4K - $64.8K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.18K- 39.0% |
$70.6K - $75.9K
|
1.84K
$104K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.51KClosed |
$90.7K - $97.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.86KClosed |
$112K - $120K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.9K- 4.48% |
$114K - $122K
|
40.4K
$2.29M
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-2.21K- 0.83% |
$132K - $142K
|
263K
$14.9M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.35K- 68.73% |
$141K - $152K
|
1.07K
$60.6K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3.02K- 27.21% |
$181K - $195K
|
8.08K
$458K
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.28KClosed |
$197K - $211K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$204K - $220K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.58KClosed |
$215K - $231K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.69K- 13.8% |
$222K - $238K
|
23.1K
$1.31M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.78KClosed |
$227K - $244K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.87K- 16.57% |
$232K - $250K
|
19.5K
$1.1M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.4KClosed |
$264K - $284K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.47KClosed |
$268K - $288K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.58K- 8.71% |
$275K - $296K
|
48.1K
$2.72M
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.66K- 57.7% |
$340K - $365K
|
4.15K
$235K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-9.93K- 33.74% |
$596K - $640K
|
19.5K
$1.1M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.3K- 4.76% |
$737K - $792K
|
246K
$13.9M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-12.9K- 35.13% |
$772K - $829K
|
23.7K
$1.35M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15KClosed |
$901K - $968K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22.4KClosed |
$1.35M - $1.45M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-42.9K- 53.6% |
$2.57M - $2.77M
|
37.1K
$2.1M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.9K- 82.01% |
$3.42M - $3.67M
|
12.5K
$708K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.1K- 21.99% |
$3.79M - $4.07M
|
224K
$12.7M
|