Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
112K+ 9.95% |
$6.83M - $7.04M
|
1.24M
$77M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
75.7K+ 1509.15% |
$4.62M - $4.77M
|
80.7K
$5.03M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$2.51M - $2.59M
|
41.1K
$2.56M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
19.6KNew |
$1.2M - $1.23M
|
19.6K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$787K - $812K
|
12.9K
$802K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 111.41% |
$746K - $770K
|
23.2K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 41.04% |
$716K - $739K
|
40.3K
$2.51M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9KNew |
$669K - $690K
|
10.9K
$682K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$629K - $648K
|
10.3K
$641K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.94K+ 12.13% |
$607K - $626K
|
91.8K
$5.72M
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.48K+ 101.82% |
$396K - $408K
|
12.8K
$800K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.41K+ 8.38% |
$392K - $404K
|
82.9K
$5.16M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.63KNew |
$344K - $355K
|
5.63K
$351K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 19.66% |
$318K - $328K
|
31.7K
$1.97M
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
4.98K+ 9.08% |
$304K - $314K
|
59.8K
$3.73M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
4.57K+ 127.02% |
$279K - $288K
|
8.16K
$508K
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$271K - $279K
|
4.44K
$276K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.5K+ 31.7% |
$152K - $157K
|
10.4K
$646K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.47K+ 26.23% |
$151K - $156K
|
11.9K
$741K
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
2.31K+ 13.76% |
$141K - $146K
|
19.1K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 147.63% |
$108K - $112K
|
2.97K
$185K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.39K+ 3.8% |
$85.1K - $87.8K
|
38K
$2.37M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.14K+ 29.44% |
$69.5K - $71.7K
|
5K
$312K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
835New |
$51K - $52.6K
|
835
$52K
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
573+ 2.34% |
$35K - $36.1K
|
25K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
455+ 10.06% |
$27.8K - $28.7K
|
4.98K
$310K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
426+ 6.9% |
$26K - $26.8K
|
6.6K
$411K
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
298+ 4.21% |
$18.2K - $18.8K
|
7.38K
$460K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
292New |
$17.8K - $18.4K
|
292
$18.2K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
175+ 4.52% |
$10.7K - $11K
|
4.05K
$252K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165+ 6.83% |
$10.1K - $10.4K
|
2.58K
$161K
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
119+ 2.32% |
$7.27K - $7.5K
|
5.25K
$327K
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
113New |
$6.91K - $7.12K
|
113
$7.04K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
109+ 1.0% |
$6.66K - $6.87K
|
11K
$683K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67+ 0.47% |
$4.09K - $4.22K
|
14.3K
$890K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48+ 7.82% |
$2.93K - $3.02K
|
662
$41.2K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
46+ 0.5% |
$2.81K - $2.9K
|
9.28K
$578K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
43+ 0.7% |
$2.63K - $2.71K
|
6.17K
$384K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$2.44K - $2.52K
|
40
$2.49K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$1.04K - $1.07K
|
17
$1.06K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 0.87% |
$856 - $882
|
1.62K
$101K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 12.5% |
$733 - $756
|
108
$6.73K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.91% |
$183 - $189
|
333
$20.7K
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.82% |
$61.1 - $63
|
56
$3.49K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32- 0.57% |
$1.96K - $2.02K
|
5.57K
$347K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-133- 3.29% |
$8.13K - $8.38K
|
3.91K
$244K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-162- 2.13% |
$9.9K - $10.2K
|
7.45K
$464K
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-481- 1.98% |
$29.4K - $30.3K
|
23.8K
$1.48M
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-537- 0.62% |
$32.8K - $33.8K
|
86.5K
$5.39M
|