Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG U S CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.17MNew |
$70.7M - $74.4M
|
1.17M
$73.5M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
207KNew |
$12.5M - $13.2M
|
207K
$13M
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
54.8KNew |
$3.32M - $3.49M
|
54.8K
$3.45M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
26.7K+ 44.2% |
$1.61M - $1.7M
|
87.1K
$5.47M
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
24.4KNew |
$1.48M - $1.56M
|
24.4K
$1.54M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
23.2K+ 16.51% |
$1.41M - $1.48M
|
164K
$10.3M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.7K+ 140.22% |
$1.01M - $1.06M
|
28.6K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 10.54% |
$722K - $759K
|
125K
$7.87M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.7K+ 15.05% |
$648K - $682K
|
81.9K
$5.15M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
8.35K+ 938.7% |
$505K - $531K
|
9.23K
$581K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.25KNew |
$378K - $397K
|
6.25K
$393K
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.13KNew |
$310K - $326K
|
5.13K
$323K
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.52KNew |
$274K - $288K
|
4.52K
$284K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 19.39% |
$260K - $274K
|
26.5K
$1.67M
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
3.87KNew |
$234K - $246K
|
3.87K
$243K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.87KNew |
$234K - $246K
|
3.87K
$243K
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
3.65K+ 27.68% |
$221K - $232K
|
16.8K
$1.06M
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.25K+ 98.04% |
$197K - $207K
|
6.57K
$413K
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.23KNew |
$195K - $206K
|
3.23K
$203K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
3.17K+ 9.48% |
$192K - $202K
|
36.6K
$2.3M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.06K+ 38.73% |
$185K - $195K
|
11K
$689K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.05K+ 97.79% |
$185K - $194K
|
6.18K
$388K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.39K+ 43.53% |
$144K - $152K
|
7.87K
$495K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.1K+ 2.86% |
$127K - $134K
|
75.4K
$4.74M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.68K+ 88.17% |
$102K - $107K
|
3.59K
$226K
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.13K+ 4.86% |
$68.1K - $71.7K
|
24.3K
$1.53M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.11KNew |
$67K - $70.4K
|
1.11K
$69.6K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
906+ 10.63% |
$54.8K - $57.7K
|
9.43K
$593K
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
727+ 12.91% |
$44K - $46.3K
|
6.36K
$400K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
691+ 18.11% |
$41.8K - $44K
|
4.51K
$283K
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
671+ 10.46% |
$40.6K - $42.7K
|
7.08K
$445K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
614+ 55.72% |
$37.2K - $39.1K
|
1.72K
$108K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
588New |
$35.6K - $37.4K
|
588
$37K
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
397+ 0.52% |
$24K - $25.3K
|
76.5K
$4.81M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
208+ 1.48% |
$12.6K - $13.2K
|
14.2K
$894K
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
68+ 1.71% |
$4.11K - $4.33K
|
4.04K
$254K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
48+ 0.79% |
$2.9K - $3.05K
|
6.12K
$385K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 11.63% |
$605 - $636
|
96
$6.04K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 0.56% |
$545 - $573
|
1.61K
$101K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-397- 4.95% |
$24K - $25.3K
|
7.62K
$479K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-434- 15.23% |
$26.3K - $27.6K
|
2.42K
$152K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-662- 11.24% |
$40.1K - $42.1K
|
5.23K
$329K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-750- 13.01% |
$45.4K - $47.7K
|
5.01K
$315K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.98K- 34.74% |
$180K - $190K
|
5.6K
$352K
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5K- 25.25% |
$303K - $318K
|
14.8K
$930K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.2K- 39.19% |
$1.16M - $1.22M
|
29.8K
$1.87M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.3K- 66.25% |
$1.29M - $1.36M
|
10.9K
$683K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-44.6K- 3.81% |
$2.7M - $2.84M
|
1.12M
$70.7M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-192K- 99.83% |
$11.6M - $12.2M
|
330
$20.7K
|