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 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
125New |
$6.01K - $6.91K
|
125
$7.09K
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
124+ 1.9% |
$5.96K - $6.85K
|
6.65K
$377K
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
118+ 2.6% |
$5.67K - $6.52K
|
4.66K
$264K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
109+ 1.02% |
$5.24K - $6.03K
|
10.8K
$611K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
109+ 0.67% |
$5.24K - $6.03K
|
16.3K
$922K
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
101+ 0.79% |
$4.85K - $5.58K
|
12.9K
$734K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 2.76% |
$4.81K - $5.53K
|
3.72K
$211K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
90+ 2.73% |
$4.32K - $4.98K
|
3.38K
$192K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
90+ 12.0% |
$4.32K - $4.98K
|
840
$47.6K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
78+ 0.46% |
$3.75K - $4.31K
|
16.9K
$960K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
61+ 1.35% |
$2.93K - $3.37K
|
4.57K
$259K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
55+ 2.6% |
$2.64K - $3.04K
|
2.17K
$123K
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 1.14% |
$2.4K - $2.76K
|
4.45K
$252K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
46+ 1.01% |
$2.21K - $2.54K
|
4.58K
$260K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
41+ 0.76% |
$1.97K - $2.27K
|
5.44K
$308K
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
39+ 0.52% |
$1.87K - $2.16K
|
7.54K
$428K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38+ 0.9% |
$1.83K - $2.1K
|
4.27K
$242K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.59% |
$1.83K - $2.1K
|
6.5K
$368K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
33+ 0.15% |
$1.59K - $1.82K
|
22.2K
$1.26M
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
31+ 0.29% |
$1.49K - $1.71K
|
10.8K
$614K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 1.0% |
$1.3K - $1.49K
|
2.74K
$155K
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
23+ 0.05% |
$1.11K - $1.27K
|
49.8K
$2.82M
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.29% |
$961 - $1.11K
|
6.84K
$388K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 1.02% |
$865 - $995
|
1.78K
$101K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
18+ 0.3% |
$865 - $995
|
5.97K
$338K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15+ 0.21% |
$721 - $829
|
7.25K
$411K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$336 - $387
|
11.6K
$655K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.93% |
$144 - $166
|
324
$18.4K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$48.1 - $55.3
|
17.1K
$968K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.1% |
$721 - $829
|
14.4K
$818K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.21% |
$1.01K - $1.16K
|
9.82K
$557K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-21- 0.2% |
$1.01K - $1.16K
|
10.4K
$591K
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-23- 0.22% |
$1.11K - $1.27K
|
10.3K
$586K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 4.37% |
$1.25K - $1.44K
|
569
$32.3K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.77% |
$1.73K - $1.99K
|
4.67K
$265K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38- 0.06% |
$1.83K - $2.1K
|
62.2K
$3.53M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.68% |
$2.4K - $2.76K
|
7.3K
$414K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-57- 20.07% |
$2.74K - $3.15K
|
227
$12.9K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-69- 12.26% |
$3.32K - $3.81K
|
494
$28K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-76- 0.95% |
$3.65K - $4.2K
|
7.94K
$450K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-94- 1.57% |
$4.52K - $5.2K
|
5.89K
$334K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-98- 8.59% |
$4.71K - $5.42K
|
1.04K
$59.1K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-100- 1.18% |
$4.81K - $5.53K
|
8.38K
$475K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 1.92% |
$4.81K - $5.53K
|
5.1K
$289K
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-113- 1.07% |
$5.43K - $6.25K
|
10.5K
$595K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-124- 8.78% |
$5.96K - $6.85K
|
1.29K
$73K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-164- 1.37% |
$7.88K - $9.07K
|
11.8K
$670K
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-165- 0.46% |
$7.93K - $9.12K
|
35.6K
$2.02M
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-176- 2.95% |
$8.46K - $9.73K
|
5.79K
$328K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-189- 2.58% |
$9.08K - $10.4K
|
7.14K
$404K
|