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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
124K+ 9.57% |
$7.6M - $7.86M
|
1.42M
$88.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
115KNew |
$7.01M - $7.25M
|
115K
$7.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
82.6K+ 623.74% |
$5.06M - $5.23M
|
95.9K
$6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.3K+ 41.14% |
$2.04M - $2.11M
|
114K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 10.18% |
$632K - $654K
|
112K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10.2KNew |
$623K - $644K
|
10.2K
$637K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.86K+ 7.94% |
$603K - $624K
|
134K
$8.38M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.66K+ 6.98% |
$591K - $612K
|
148K
$9.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.47K+ 3.71% |
$580K - $600K
|
265K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.88K+ 148.98% |
$544K - $562K
|
14.8K
$928K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.7K+ 66.31% |
$533K - $551K
|
21.8K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.76K+ 202.66% |
$475K - $491K
|
11.6K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.36K+ 12.82% |
$389K - $402K
|
55.9K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.74K+ 14.39% |
$352K - $364K
|
45.7K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.09K+ 3.33% |
$311K - $322K
|
158K
$9.87M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.72KNew |
$289K - $299K
|
4.72K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
4.56KNew |
$279K - $289K
|
4.56K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.52KNew |
$277K - $287K
|
4.52K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.95K+ 9.18% |
$242K - $250K
|
47K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.94KNew |
$241K - $250K
|
3.94K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.67KNew |
$224K - $232K
|
3.67K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.56K+ 7.43% |
$218K - $225K
|
51.5K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
3.54K+ 39.41% |
$217K - $224K
|
12.5K
$784K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$214K - $222K
|
3.5K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.2K+ 1.33% |
$196K - $203K
|
243K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
2.92K+ 5.41% |
$179K - $185K
|
56.8K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.66K+ 2.53% |
$163K - $168K
|
108K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.65KNew |
$162K - $168K
|
2.65K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.55K+ 42.6% |
$156K - $162K
|
8.55K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.22K+ 10.97% |
$136K - $141K
|
22.4K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.08K+ 48.37% |
$128K - $132K
|
6.39K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.92K+ 57.67% |
$118K - $122K
|
5.26K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.65K+ 17.0% |
$101K - $104K
|
11.3K
$709K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 0.75% |
$90.3K - $93.4K
|
198K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.22K+ 5.12% |
$74.8K - $77.4K
|
25.1K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
843+ 15.45% |
$51.6K - $53.4K
|
6.3K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
825+ 12.55% |
$50.5K - $52.2K
|
7.4K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
745+ 8.01% |
$45.6K - $47.2K
|
10K
$628K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
647+ 13.04% |
$39.6K - $41K
|
5.61K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
644+ 3.69% |
$39.4K - $40.8K
|
18.1K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
579+ 8.0% |
$35.5K - $36.7K
|
7.81K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
555+ 5.12% |
$34K - $35.1K
|
11.4K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
539+ 6.31% |
$33K - $34.1K
|
9.08K
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
539+ 8.46% |
$33K - $34.1K
|
6.91K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
490+ 3.93% |
$30K - $31K
|
12.9K
$810K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
304+ 3.01% |
$18.6K - $19.3K
|
10.4K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235+ 0.95% |
$14.4K - $14.9K
|
25.1K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
172New |
$10.5K - $10.9K
|
172
$10.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
95+ 2.51% |
$5.82K - $6.02K
|
3.88K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
90+ 0.62% |
$5.51K - $5.7K
|
14.7K
$921K
|