Latest Institutional Transactions on Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information on the latest institutional transactions involving Vanguard World Fd Esg Intl Stk (VSGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
429New |
$23.6K - $26.7K
|
429
$30.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
472+ 12.33% |
$26K - $29.4K
|
4.3K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-35.6K- 65.05% |
$1.96M - $2.21M
|
19.1K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
16+ 0.37% |
$881 - $996
|
4.32K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
768+ 2.63% |
$42.3K - $47.8K
|
29.9K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.83K+ 3.3% |
$486K - $550K
|
277K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
916New |
$50.4K - $57K
|
916
$64.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
361New |
$19.9K - $22.5K
|
361
$25.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-516- 13.5% |
$28.4K - $32.1K
|
3.31K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24+ 0.64% |
$1.32K - $1.49K
|
3.8K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-229- 10.58% |
$12.6K - $14.3K
|
1.94K
$136K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.2KNew |
$942K - $1.01M
|
17.2K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
520+ 14.04% |
$28.5K - $30.6K
|
4.23K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10- 0.24% |
$547 - $588
|
4.1K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.36K+ 7.55% |
$239K - $256K
|
62.1K
$4.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
75New |
$4.1K - $4.41K
|
75
$5.29K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
872New |
$47.7K - $51.2K
|
872
$61.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.75KNew |
$150K - $162K
|
2.75K
$194K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
40+ 0.96% |
$2.19K - $2.35K
|
4.21K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.3KNew |
$71.2K - $76.5K
|
1.3K
$91.8K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
193KNew |
$10.3M - $11.2M
|
193K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 24.12% |
$127K - $138K
|
7.5K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78KNew |
$254K - $276K
|
4.78K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77+ 0.12% |
$4.1K - $4.45K
|
62.3K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.76KNew |
$306K - $333K
|
5.76K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.54KNew |
$188K - $205K
|
3.54K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-350- 5.24% |
$18.6K - $20.2K
|
6.33K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$226K - $246K
|
4.25K
$299K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.71K+ 85.98% |
$304K - $330K
|
12.4K
$871K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
17.9KNew |
$953K - $1.04M
|
17.9K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.45KNew |
$236K - $257K
|
4.45K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.2KNew |
$968K - $1.05M
|
18.2K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.55% |
$4.52K - $4.92K
|
15.5K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.51KNew |
$186K - $203K
|
3.51K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 16.67% |
$53.2 - $57.8
|
7
$493
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-644- 50.0% |
$34.3K - $37.2K
|
644
$45.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-61.1K- 25.17% |
$3.25M - $3.53M
|
182K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.31% |
$638 - $694
|
3.95K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-261- 1.81% |
$13.9K - $15.1K
|
14.2K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
96+ 42.29% |
$5.11K - $5.55K
|
323
$22.8K
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.65K+ 30.5% |
$79.2K - $91.2K
|
7.06K
$497K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
993New |
$47.7K - $54.9K
|
993
$70K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$565K - $650K
|
11.8K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-131K- 82.72% |
$6.32M - $7.27M
|
27.5K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.85K- 10.04% |
$88.8K - $102K
|
16.6K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.84KNew |
$281K - $323K
|
5.84K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
732New |
$35.2K - $40.5K
|
732
$51.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$583K - $671K
|
12.1K
$855K
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.47M
|
26.5K
$1.87M
|
|