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 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.09% |
$172 - $204
|
4.32K
$245K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.78% |
$172 - $204
|
518
$29.4K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$129 - $153
|
10.3K
$586K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.02% |
$86.2 - $102
|
8K
$454K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.0% |
$86.2 - $102
|
40.4K
$2.29M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.15% |
$86.2 - $102
|
1.38K
$77.9K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.28% |
$43.1 - $51.1
|
357
$20.2K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.03% |
$43.1 - $51.1
|
3.34K
$189K
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-23- 0.31% |
$991 - $1.18K
|
7.37K
$418K
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-60- 0.2% |
$2.59K - $3.07K
|
29.3K
$1.66M
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-98- 0.87% |
$4.22K - $5.01K
|
11.2K
$634K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-105- 2.14% |
$4.53K - $5.37K
|
4.8K
$272K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-117- 2.06% |
$5.04K - $5.98K
|
5.56K
$315K
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-122- 1.34% |
$5.26K - $6.24K
|
8.99K
$510K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-142- 2.8% |
$6.12K - $7.26K
|
4.93K
$279K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-147- 0.57% |
$6.34K - $7.51K
|
25.8K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-222- 45.21% |
$9.57K - $11.3K
|
269
$15.2K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-250- 2.01% |
$10.8K - $12.8K
|
12.2K
$692K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-257- 2.69% |
$11.1K - $13.1K
|
9.29K
$527K
|
|
Jan 23, 2023
Q4 2022
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-281- 5.75% |
$12.1K - $14.4K
|
4.61K
$261K
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-306- 1.77% |
$13.2K - $15.6K
|
17K
$965K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-347- 44.77% |
$15K - $17.7K
|
428
$24.3K
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-375- 3.63% |
$16.2K - $19.2K
|
9.97K
$565K
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-396- 3.42% |
$17.1K - $20.2K
|
11.2K
$634K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-433- 7.72% |
$18.7K - $22.1K
|
5.17K
$293K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-446- 47.0% |
$19.2K - $22.8K
|
503
$28.5K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-474- 6.52% |
$20.4K - $24.2K
|
6.8K
$386K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-615- 4.56% |
$26.5K - $31.4K
|
12.9K
$730K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-666- 3.71% |
$28.7K - $34K
|
17.3K
$980K
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-697- 1.36% |
$30K - $35.6K
|
50.5K
$2.86M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-791- 4.05% |
$34.1K - $40.4K
|
18.7K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-805- 7.78% |
$34.7K - $41.1K
|
9.55K
$541K
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-823- 3.69% |
$35.5K - $42.1K
|
21.5K
$1.22M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-825- 5.4% |
$35.6K - $42.2K
|
14.4K
$819K
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-950- 15.45% |
$40.9K - $48.6K
|
5.2K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.1K- 1.15% |
$47.4K - $56.2K
|
94.6K
$5.36M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.1K- 15.1% |
$47.5K - $56.3K
|
6.2K
$351K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.24K- 11.57% |
$53.5K - $63.4K
|
9.48K
$538K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.39K- 63.26% |
$60K - $71.1K
|
808
$45.8K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.53K- 8.03% |
$65.9K - $78.1K
|
17.5K
$993K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.72K- 19.07% |
$73.9K - $87.7K
|
7.28K
$413K
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.84K- 24.37% |
$79.1K - $93.8K
|
5.7K
$323K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.89K- 13.53% |
$81.4K - $96.5K
|
12.1K
$684K
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.15K- 1.85% |
$92.4K - $110K
|
114K
$6.45M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.54K- 21.51% |
$109K - $130K
|
9.26K
$525K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.62K- 6.03% |
$113K - $134K
|
40.8K
$2.31M
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-2.77K- 4.49% |
$119K - $141K
|
58.9K
$3.34M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.79K- 31.16% |
$120K - $142K
|
6.16K
$349K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.15K- 5.18% |
$136K - $161K
|
57.5K
$3.26M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.19K- 7.31% |
$138K - $163K
|
40.5K
$2.3M
|