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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3.74K- 26.49% |
$161K - $191K
|
10.4K
$604K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-3.93K- 22.72% |
$170K - $201K
|
13.4K
$779K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-3.97K- 42.7% |
$171K - $203K
|
5.33K
$310K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.51K- 58.85% |
$194K - $231K
|
3.15K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4.53K- 22.12% |
$195K - $231K
|
15.9K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-5.28K- 9.95% |
$228K - $270K
|
47.8K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.6K- 21.45% |
$241K - $286K
|
20.5K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5.74K- 21.33% |
$247K - $293K
|
21.2K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-6.49K- 16.63% |
$280K - $331K
|
32.5K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.66KClosed |
$287K - $340K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.24K- 21.76% |
$312K - $370K
|
26K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.03K- 54.57% |
$346K - $410K
|
6.68K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.14K- 39.45% |
$351K - $416K
|
12.5K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 15.07% |
$432K - $512K
|
56.5K
$3.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-11.4K- 64.96% |
$493K - $585K
|
6.17K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-11.5K- 6.85% |
$495K - $586K
|
156K
$9.08M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12.9K- 17.14% |
$554K - $657K
|
62.2K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-15.1K- 45.99% |
$652K - $773K
|
17.8K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-16.9K- 8.14% |
$729K - $864K
|
191K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.6K- 38.02% |
$758K - $899K
|
28.7K
$1.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-17.6K- 20.05% |
$758K - $899K
|
70.1K
$4.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-17.6K- 13.21% |
$761K - $902K
|
116K
$6.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20K- 6.08% |
$861K - $1.02M
|
309K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-22.8K- 12.66% |
$982K - $1.16M
|
157K
$9.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-23.5K- 26.38% |
$1.01M - $1.2M
|
65.6K
$3.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 47.14% |
$1.05M - $1.25M
|
27.4K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.4K- 54.26% |
$1.09M - $1.3M
|
21.4K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-27.1K- 9.98% |
$1.17M - $1.39M
|
245K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-31.5K- 94.89% |
$1.36M - $1.61M
|
1.7K
$98.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-39.9K- 97.2% |
$1.72M - $2.04M
|
1.15K
$67.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-59.8K- 64.9% |
$2.58M - $3.06M
|
32.3K
$1.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-61K- 17.69% |
$2.63M - $3.12M
|
284K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-75.9K- 2.89% |
$3.27M - $3.88M
|
2.55M
$149M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-81.2K- 13.9% |
$3.5M - $4.15M
|
503K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-112K- 80.82% |
$4.81M - $5.7M
|
26.5K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-127K- 48.89% |
$5.48M - $6.5M
|
133K
$7.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-191K- 36.42% |
$8.21M - $9.74M
|
333K
$19.4M
|