Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
298K+ 6386.0% |
$18.4M - $20.3M
|
303K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
21.3KNew |
$1.31M - $1.45M
|
21.3K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 98.36% |
$1.09M - $1.21M
|
35.7K
$2.22M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
12.2K+ 52.35% |
$752K - $832K
|
35.6K
$2.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11K+ 1790.55% |
$677K - $749K
|
11.6K
$723K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.21K+ 305.74% |
$567K - $627K
|
12.2K
$761K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.81KNew |
$419K - $464K
|
6.81K
$424K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.22KNew |
$259K - $287K
|
4.22K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 54.24% |
$215K - $238K
|
9.93K
$619K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
3.14K+ 5.56% |
$193K - $214K
|
59.6K
$3.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.97KNew |
$121K - $134K
|
1.97K
$123K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$121K - $134K
|
1.97K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$108K - $119K
|
1.75K
$109K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$106K - $117K
|
1.72K
$107K
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
1.22K+ 4.08% |
$75K - $83.1K
|
31.1K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1K+ 19.58% |
$61.5K - $68.1K
|
6.11K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
810+ 12.14% |
$49.8K - $55.2K
|
7.48K
$466K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
621New |
$38.2K - $42.3K
|
621
$38.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
576+ 6.07% |
$35.4K - $39.2K
|
10.1K
$627K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
540+ 12.4% |
$33.2K - $36.8K
|
4.9K
$305K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
418New |
$25.7K - $28.5K
|
418
$26K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
278+ 7.2% |
$17.1K - $18.9K
|
4.14K
$258K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
266New |
$16.4K - $18.1K
|
266
$16.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
200New |
$12.3K - $13.6K
|
200
$12.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
178+ 9.46% |
$11K - $12.1K
|
2.06K
$128K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76+ 0.92% |
$4.68K - $5.18K
|
8.3K
$517K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
65New |
$4K - $4.43K
|
65
$4.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
29+ 0.61% |
$1.78K - $1.98K
|
4.8K
$299K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.25% |
$308 - $341
|
1.98K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28- 0.53% |
$1.72K - $1.91K
|
5.29K
$330K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-270- 20.24% |
$16.6K - $18.4K
|
1.06K
$66.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-383- 3.21% |
$23.6K - $26.1K
|
11.6K
$720K
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-398- 4.74% |
$24.5K - $27.1K
|
8K
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.24K- 32.91% |
$76.4K - $84.5K
|
2.53K
$158K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.53K- 21.36% |
$94.4K - $105K
|
5.65K
$352K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.12K- 5.4% |
$192K - $213K
|
54.7K
$3.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$194K - $215K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$202K - $224K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.45KClosed |
$274K - $303K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-4.77KClosed |
$293K - $325K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 90.31% |
$721K - $798K
|
1.26K
$78.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-11.9KClosed |
$733K - $811K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79.9K- 78.25% |
$4.92M - $5.44M
|
22.2K
$1.38M
|