Institutional Ownership Vanguard World Fd Esg U S Corp (VCEB)
This table provides information about the institutional ownership of Vanguard World Fd Esg U S Corp (VCEB). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,333
shares
|
$209,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
3,315
shares
|
$208,281
0.04% of portfolio
|
Q3 2024
Reduced 54.43%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
3,173
shares
|
$199,359
0.16% of portfolio
|
Q4 2024
New holding
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
2,914
shares
|
$183,086
0.08% of portfolio
|
Q4 2024
Added 193.45%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,826
shares
|
$177,557
0.04% of portfolio
|
Q2 2024
Added 30.17%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
2,381
shares
|
$149,598
0.04% of portfolio
|
Q4 2024
Added 116.06%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,162
shares
|
$135,838
0.06% of portfolio
|
Q4 2022
Added 2.46%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,451
shares
|
$91,166
0.02% of portfolio
|
Q4 2024
Added 1.33%
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,376
shares
|
$86,454
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$62,830
0.0% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
948
shares
|
$59,562
0.05% of portfolio
|
Q2 2024
Added 13.53%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
903
shares
|
$56,735
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
737
shares
|
$46,305
0.0% of portfolio
|
Q4 2024
Added 10.83%
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
700
shares
|
$43,981
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
582
shares
|
$36,567
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
564
shares
|
$35,436
0.02% of portfolio
|
Q1 2021
New holding
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
505
shares
|
$31,729
0.0% of portfolio
|
Q4 2024
Added 395.1%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
336
shares
|
$21,110
0.0% of portfolio
|
Q3 2023
Added 0.9%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
201
shares
|
$12,628
0.0% of portfolio
|
Q3 2022
New holding
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
200
shares
|
$12,566
0.0% of portfolio
|
Q2 2022
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
129
shares
|
$8,105
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
117
shares
|
$7,351
0.0% of portfolio
|
Q2 2024
Added 0.86%
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$6,283
0.0% of portfolio
|
Q4 2024
Added 9900.0%
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
72
shares
|
$4,523
0.0% of portfolio
|
Q4 2023
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
60
shares
|
$3,769
0.0% of portfolio
|
Q4 2024
Added 1.69%
|