Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.95K+ 34.64% |
$256K - $304K
|
23.1K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.64KNew |
$243K - $288K
|
5.64K
$320K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.53KNew |
$238K - $283K
|
5.53K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.43KNew |
$234K - $278K
|
5.43K
$308K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.02KNew |
$216K - $256K
|
5.02K
$284K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$215K - $255K
|
4.99K
$283K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.93K+ 86.03% |
$213K - $252K
|
10.7K
$605K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.88KNew |
$210K - $249K
|
4.88K
$277K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.79KNew |
$207K - $245K
|
4.79K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.73KNew |
$204K - $241K
|
4.73K
$268K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4.68KNew |
$202K - $239K
|
4.68K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.67K+ 43.77% |
$201K - $239K
|
15.3K
$869K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.47KNew |
$193K - $229K
|
4.47K
$254K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
4.44KNew |
$192K - $227K
|
4.44K
$252K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
4.4KNew |
$190K - $225K
|
4.4K
$250K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.37KNew |
$188K - $223K
|
4.37K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.32K+ 0.92% |
$186K - $221K
|
471K
$26.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.21KNew |
$181K - $215K
|
4.21K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
4.2KNew |
$181K - $215K
|
4.2K
$238K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.19KNew |
$181K - $214K
|
4.19K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.58K+ 19.87% |
$154K - $183K
|
21.6K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.52K+ 21.73% |
$152K - $180K
|
19.7K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.22K+ 15.25% |
$139K - $165K
|
24.4K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.21K+ 13.67% |
$139K - $164K
|
26.7K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 22.35% |
$127K - $150K
|
16.1K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
2.88K+ 1.44% |
$124K - $147K
|
203K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 5.43% |
$106K - $126K
|
47.9K
$2.72M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.46K+ 26.56% |
$106K - $126K
|
11.7K
$664K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.41K+ 135.49% |
$104K - $123K
|
4.19K
$238K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.39K+ 16.01% |
$103K - $122K
|
17.3K
$980K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.33KNew |
$100K - $119K
|
2.33K
$132K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
2.3K+ 5.38% |
$99.3K - $118K
|
45.1K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.25K+ 18.29% |
$97K - $115K
|
14.6K
$825K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.05K+ 3.13% |
$88.3K - $105K
|
67.5K
$3.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.98K+ 32.88% |
$85.3K - $101K
|
8K
$454K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.98K+ 37.32% |
$85.3K - $101K
|
7.29K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.67K+ 37.62% |
$71.9K - $85.3K
|
6.11K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.59KNew |
$68.5K - $81.3K
|
1.59K
$90.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.51K+ 11.08% |
$65.2K - $77.3K
|
15.2K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.47K+ 47.1% |
$63.4K - $75.2K
|
4.6K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.39K+ 4.4% |
$59.9K - $71K
|
33K
$1.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$59.9K - $71K
|
1.39K
$78.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.37K+ 125.64% |
$58.9K - $69.9K
|
2.46K
$139K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.33KNew |
$57.4K - $68.1K
|
1.33K
$75.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 17.01% |
$55.3K - $65.6K
|
8.83K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.25K+ 23.89% |
$54K - $64K
|
6.5K
$368K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.24K+ 9.68% |
$53.4K - $63.4K
|
14.1K
$797K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.21K+ 4.87% |
$52.2K - $61.9K
|
26.1K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.17K+ 3.64% |
$50.3K - $59.7K
|
33.2K
$1.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.11K+ 12.67% |
$47.8K - $56.7K
|
9.87K
$559K
|