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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 2.94% |
$113 - $123
|
70
$4.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
85+ 1.7% |
$4.81K - $5.24K
|
5.09K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.2KNew |
$801K - $872K
|
14.2K
$839K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 3.81% |
$145K - $158K
|
70K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
35.1K+ 10.97% |
$1.99M - $2.16M
|
355K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$112K - $122K
|
1.98K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.14K+ 23.56% |
$178K - $193K
|
16.5K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
370New |
$20.9K - $22.8K
|
370
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.8KNew |
$158K - $172K
|
2.8K
$166K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-99- 3.52% |
$5.6K - $6.1K
|
2.72K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
25New |
$1.42K - $1.54K
|
25
$1.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14K+ 20.35% |
$793K - $863K
|
82.8K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
143+ 3.98% |
$8.1K - $8.81K
|
3.74K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.42K+ 6.54% |
$137K - $149K
|
39.4K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
122+ 2.2% |
$6.91K - $7.52K
|
5.68K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.41K+ 4.25% |
$79.8K - $86.8K
|
34.5K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.02% |
$283 - $308
|
32.7K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.05K+ 4.16% |
$59.2K - $64.4K
|
26.2K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.08MNew |
$61.2M - $66.6M
|
1.08M
$64.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.2K- 6.12% |
$124K - $135K
|
33.7K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.5K+ 10.31% |
$85.1K - $92.7K
|
16.1K
$954K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.2KNew |
$693K - $755K
|
12.2K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.97KNew |
$395K - $430K
|
6.97K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.79KNew |
$101K - $110K
|
1.79K
$106K
|
|
|
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
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
123KNew |
$6.94M - $7.55M
|
123K
$7.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34New |
$1.92K - $2.1K
|
34
$2.01K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-709- 0.87% |
$40.1K - $43.7K
|
80.8K
$4.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 0.97% |
$113 - $123
|
209
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
522+ 1.16% |
$29.6K - $32.2K
|
45.3K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
968+ 6.48% |
$54.8K - $59.7K
|
15.9K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77+ 0.34% |
$4.36K - $4.75K
|
22.7K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.15K- 38.29% |
$178K - $194K
|
5.07K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-1.69K- 4.11% |
$95.7K - $104K
|
39.5K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.35KNew |
$359K - $391K
|
6.35K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-334- 2.9% |
$18.9K - $20.6K
|
11.2K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
199+ 0.4% |
$11.3K - $12.3K
|
49.5K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$18M - $19.6M
|
318K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 2.49% |
$7.53K - $8.2K
|
5.47K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-233- 2.21% |
$13.2K - $14.4K
|
10.3K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.93K- 7.34% |
$279K - $304K
|
62.2K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-21- 0.29% |
$1.19K - $1.29K
|
7.19K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
748+ 2.68% |
$42.3K - $46.1K
|
28.7K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
490+ 8.43% |
$27.7K - $30.2K
|
6.3K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
28+ 0.72% |
$1.59K - $1.73K
|
3.91K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 28.29% |
$56.7K - $61.7K
|
4.54K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-73- 2.05% |
$4.13K - $4.5K
|
3.48K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94K- 15.44% |
$110K - $120K
|
10.6K
$631K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 26.35% |
$922K - $1M
|
78.1K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-35- 0.68% |
$1.98K - $2.16K
|
5.09K
$302K
|