Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
82.6K+ 623.74% |
$5.06M - $5.23M
|
95.9K
$5.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.7K+ 66.31% |
$533K - $551K
|
21.8K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.09K+ 3.33% |
$311K - $322K
|
158K
$9.79M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.95K+ 9.18% |
$242K - $250K
|
47K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$214K - $222K
|
3.5K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.65K+ 17.0% |
$101K - $104K
|
11.3K
$703K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
644+ 3.69% |
$39.4K - $40.8K
|
18.1K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
579+ 8.0% |
$35.5K - $36.7K
|
7.81K
$485K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
90+ 0.62% |
$5.51K - $5.7K
|
14.7K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$551 - $570
|
13.4K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 2.34% |
$2.02K - $2.09K
|
1.38K
$85.3K
|