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 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.05KNew |
$45.1K - $53.5K
|
1.05K
$61K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
985New |
$42.5K - $50.3K
|
985
$57.3K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
876+ 8.64% |
$37.8K - $44.8K
|
11K
$641K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
867New |
$37.4K - $44.3K
|
867
$50.5K
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
839+ 0.44% |
$36.2K - $42.9K
|
192K
$11.2M
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
814+ 5.94% |
$35.1K - $41.6K
|
14.5K
$846K
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
804+ 0.82% |
$34.7K - $41.1K
|
98.9K
$5.76M
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
803+ 14.92% |
$34.6K - $41K
|
6.19K
$360K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
750New |
$32.3K - $38.3K
|
750
$43.7K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
717+ 13.91% |
$30.9K - $36.6K
|
5.87K
$342K
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
688+ 6.88% |
$29.7K - $35.2K
|
10.7K
$623K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
675New |
$29.1K - $34.5K
|
675
$39.3K
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
669+ 1.95% |
$28.8K - $34.2K
|
35K
$2.04M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
577New |
$24.9K - $29.5K
|
577
$33.6K
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
533+ 8.91% |
$23K - $27.2K
|
6.52K
$379K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
515+ 4.37% |
$22.2K - $26.3K
|
12.3K
$716K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
466+ 7.4% |
$20.1K - $23.8K
|
6.76K
$394K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
465+ 14.74% |
$20K - $23.8K
|
3.62K
$211K
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
448+ 1.56% |
$19.3K - $22.9K
|
29.2K
$1.7M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
380New |
$16.4K - $19.4K
|
380
$22.1K
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
275+ 5.73% |
$11.9K - $14.1K
|
5.07K
$295K
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
264+ 0.71% |
$11.4K - $13.5K
|
37.5K
$2.18M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
249+ 226.36% |
$10.7K - $12.7K
|
359
$20.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
225New |
$9.7K - $11.5K
|
225
$13.1K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
208+ 4.26% |
$8.96K - $10.6K
|
5.1K
$297K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
201New |
$8.66K - $10.3K
|
201
$11.7K
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
165+ 2.67% |
$7.11K - $8.43K
|
6.34K
$369K
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
161New |
$6.94K - $8.23K
|
161
$9.37K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
147New |
$6.34K - $7.51K
|
147
$8.56K
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
130+ 2.41% |
$5.6K - $6.64K
|
5.52K
$321K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
130+ 0.84% |
$5.6K - $6.64K
|
15.6K
$906K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
130New |
$5.6K - $6.64K
|
130
$7.57K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
124New |
$5.34K - $6.34K
|
124
$7.22K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
106New |
$4.57K - $5.42K
|
106
$6.17K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
101New |
$4.35K - $5.16K
|
101
$5.88K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
97New |
$4.18K - $4.96K
|
97
$5.65K
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
91+ 0.22% |
$3.92K - $4.65K
|
41.2K
$2.4M
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
87+ 1.7% |
$3.75K - $4.45K
|
5.21K
$303K
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
83+ 0.72% |
$3.58K - $4.24K
|
11.7K
$680K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78+ 1.13% |
$3.36K - $3.99K
|
7.01K
$408K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$2.37K - $2.81K
|
55
$3.2K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
40+ 0.6% |
$1.72K - $2.04K
|
6.73K
$392K
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
33New |
$1.42K - $1.69K
|
33
$1.92K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32+ 0.6% |
$1.38K - $1.64K
|
5.33K
$310K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
31+ 15.82% |
$1.34K - $1.58K
|
227
$13.2K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 2.25% |
$862 - $1.02K
|
909
$52.9K
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
20+ 7.17% |
$862 - $1.02K
|
299
$17.4K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 0.06% |
$776 - $920
|
31.4K
$1.83M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 0.82% |
$603 - $716
|
1.73K
$100K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 1.62% |
$517 - $613
|
754
$43.9K
|