Purchases and Sales Made in Q4 2023 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 2023. 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 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.95K+ 3.17% |
$286K - $329K
|
194K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.84KNew |
$281K - $323K
|
5.84K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.74KNew |
$276K - $317K
|
5.74K
$325K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.7K+ 8.5% |
$274K - $315K
|
72.7K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.7K+ 8.5% |
$274K - $315K
|
72.7K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.7K+ 20.88% |
$274K - $315K
|
33K
$1.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.26KNew |
$253K - $291K
|
5.26K
$298K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.94K+ 5.79% |
$237K - $273K
|
90.3K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.91K+ 12.01% |
$236K - $271K
|
45.7K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.9K+ 20.41% |
$235K - $271K
|
28.9K
$1.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.88KNew |
$235K - $270K
|
4.88K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.87KNew |
$234K - $269K
|
4.87K
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
4.52KNew |
$217K - $250K
|
4.52K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.4KNew |
$211K - $243K
|
4.4K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.2KNew |
$202K - $232K
|
4.2K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.14KNew |
$199K - $229K
|
4.14K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.09K+ 27.2% |
$197K - $226K
|
19.1K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 12.69% |
$195K - $224K
|
36K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.02K+ 944.6% |
$193K - $222K
|
4.45K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.94KNew |
$189K - $218K
|
3.94K
$223K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
3.93KNew |
$189K - $217K
|
3.93K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.89KNew |
$187K - $215K
|
3.89K
$221K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$181K - $208K
|
3.76K
$213K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.75KNew |
$180K - $207K
|
3.75K
$213K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.72KNew |
$179K - $205K
|
3.72K
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.7KNew |
$178K - $204K
|
3.7K
$210K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.06K+ 45.84% |
$147K - $169K
|
9.72K
$551K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.03K+ 10.24% |
$145K - $167K
|
32.6K
$1.85M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.96KNew |
$142K - $164K
|
2.96K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.96KNew |
$142K - $164K
|
2.96K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.83K+ 14.27% |
$136K - $156K
|
22.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 3.96% |
$123K - $142K
|
67.3K
$3.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.41K+ 7.16% |
$116K - $133K
|
36.1K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.37K+ 19.34% |
$114K - $131K
|
14.6K
$829K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.22K+ 1.73% |
$106K - $122K
|
130K
$7.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.14K+ 36.17% |
$103K - $118K
|
8.06K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
2.1K+ 5.81% |
$101K - $116K
|
38.2K
$2.17M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 9.6% |
$99.9K - $115K
|
23.8K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.07K+ 42.94% |
$99.5K - $114K
|
6.89K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.04K+ 11.28% |
$97.9K - $113K
|
20.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.97K+ 3.87% |
$94.4K - $109K
|
52.7K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.94K+ 23.65% |
$93.2K - $107K
|
10.1K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81K+ 1.74% |
$86.7K - $99.8K
|
105K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.78K+ 5.39% |
$85.5K - $98.4K
|
34.8K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.76K+ 0.73% |
$84.4K - $97.1K
|
243K
$13.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.73K+ 12.68% |
$83.1K - $95.6K
|
15.4K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 0.37% |
$80.9K - $93.1K
|
456K
$25.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.65K+ 30.5% |
$79.2K - $91.2K
|
7.06K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.59KNew |
$76.4K - $87.9K
|
1.59K
$90.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58K+ 1.68% |
$75.8K - $87.2K
|
95.5K
$5.41M
|