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 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
85+ 1.79% |
$5.2K - $5.38K
|
4.84K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
73+ 0.87% |
$4.47K - $4.62K
|
8.51K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 1.32% |
$2.57K - $2.66K
|
3.22K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37+ 0.52% |
$2.27K - $2.34K
|
7.1K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 3.93% |
$1.78K - $1.84K
|
766
$47.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
24New |
$1.47K - $1.52K
|
24
$1.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 0.27% |
$490 - $507
|
2.92K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7+ 0.78% |
$429 - $443
|
910
$56.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 7.0% |
$429 - $443
|
107
$6.69K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.79% |
$245 - $253
|
509
$31.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$551 - $570
|
13.4K
$837K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-11- 0.46% |
$674 - $697
|
2.37K
$148K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 0.19% |
$857 - $887
|
7.25K
$453K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 2.34% |
$2.02K - $2.09K
|
1.38K
$86.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-40- 1.17% |
$2.45K - $2.53K
|
3.37K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 0.72% |
$4.16K - $4.31K
|
9.42K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-246- 1.73% |
$15.1K - $15.6K
|
14K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-418- 1.28% |
$25.6K - $26.5K
|
32.2K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-800- 20.02% |
$49K - $50.7K
|
3.2K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.13K- 11.2% |
$69.4K - $71.8K
|
8.98K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.34K- 47.38% |
$82K - $84.8K
|
1.49K
$93K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-2.95K- 20.2% |
$181K - $187K
|
11.7K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-8.33K- 51.66% |
$510K - $528K
|
7.8K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.53K- 36.33% |
$522K - $540K
|
14.9K
$935K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-9.6K- 29.67% |
$588K - $608K
|
22.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-12.2K- 99.96% |
$748K - $774K
|
5
$313
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-18.4K- 10.64% |
$1.13M - $1.16M
|
154K
$9.65M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-33.8K- 10.71% |
$2.07M - $2.14M
|
282K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-405K- 98.47% |
$24.8M - $25.7M
|
6.29K
$394K
|