Purchases and Sales Made in Q4 2024 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 2024. 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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 42.9% |
$9.06K - $9.86K
|
533
$31.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
151+ 0.87% |
$8.55K - $9.31K
|
17.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
149New |
$8.43K - $9.18K
|
149
$8.83K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
146+ 0.52% |
$8.27K - $9K
|
28.4K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 2.07% |
$8.21K - $8.94K
|
7.16K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
143+ 3.98% |
$8.1K - $8.81K
|
3.74K
$221K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 3.96% |
$7.98K - $8.69K
|
3.7K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
135+ 9.36% |
$7.64K - $8.32K
|
1.58K
$93.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 2.49% |
$7.53K - $8.2K
|
5.47K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 3.26% |
$7.3K - $7.95K
|
4.09K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
125+ 6.63% |
$7.08K - $7.7K
|
2.01K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
122+ 2.2% |
$6.91K - $7.52K
|
5.68K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 3.09% |
$6.51K - $7.09K
|
3.84K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
106+ 0.41% |
$6K - $6.53K
|
25.9K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
93+ 2.12% |
$5.26K - $5.73K
|
4.48K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
90+ 0.68% |
$5.09K - $5.55K
|
13.3K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
85+ 1.7% |
$4.81K - $5.24K
|
5.09K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
80New |
$4.53K - $4.93K
|
80
$4.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77+ 0.34% |
$4.36K - $4.75K
|
22.7K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
72+ 0.51% |
$4.08K - $4.44K
|
14.1K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65+ 4.52% |
$3.68K - $4.01K
|
1.5K
$89.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
65New |
$3.68K - $4.01K
|
65
$3.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
59+ 1.27% |
$3.34K - $3.64K
|
4.72K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
55+ 0.8% |
$3.11K - $3.39K
|
6.95K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
55+ 0.87% |
$3.11K - $3.39K
|
6.37K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38+ 0.39% |
$2.15K - $2.34K
|
9.87K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.51% |
$1.98K - $2.16K
|
6.93K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34New |
$1.92K - $2.1K
|
34
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
33+ 0.64% |
$1.87K - $2.03K
|
5.15K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
28+ 0.72% |
$1.59K - $1.73K
|
3.91K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
25New |
$1.42K - $1.54K
|
25
$1.48K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 0.86% |
$1.36K - $1.48K
|
2.82K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.37% |
$1.36K - $1.48K
|
6.5K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.4% |
$906 - $986
|
4.04K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
15+ 0.89% |
$849 - $924
|
1.69K
$100K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
14+ 0.13% |
$793 - $863
|
10.6K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 0.49% |
$736 - $801
|
2.66K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9+ 0.22% |
$509 - $555
|
4.11K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8+ 0.37% |
$453 - $493
|
2.17K
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 1.66% |
$283 - $308
|
307
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 2.94% |
$113 - $123
|
70
$4.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.97% |
$113 - $123
|
209
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$56.6 - $61.6
|
5.42K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.02% |
$283 - $308
|
32.7K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.05% |
$340 - $370
|
13K
$771K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-21- 0.29% |
$1.19K - $1.29K
|
7.19K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 10.45% |
$1.19K - $1.29K
|
180
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-22- 1.11% |
$1.25K - $1.36K
|
1.97K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-25- 0.45% |
$1.42K - $1.54K
|
5.51K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 0.15% |
$1.64K - $1.79K
|
19.9K
$1.18M
|