Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
189K+ 28.64% |
$11.5M - $11.8M
|
849K
$52.9M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
91.9K+ 116.96% |
$5.58M - $5.75M
|
170K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
88.6KNew |
$5.38M - $5.55M
|
88.6K
$5.52M
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
58.4KNew |
$3.54M - $3.66M
|
58.4K
$3.64M
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
53.8K+ 26.08% |
$3.26M - $3.37M
|
260K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.42M - $1.46M
|
23.4K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23KNew |
$1.4M - $1.44M
|
23K
$1.43M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.5KNew |
$1M - $1.03M
|
16.5K
$1.03M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
13.6K+ 6.73% |
$825K - $851K
|
215K
$13.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 64.41% |
$803K - $828K
|
33.8K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 21.46% |
$673K - $694K
|
62.8K
$3.91M
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
10.5KNew |
$636K - $656K
|
10.5K
$653K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8.79K+ 7.43% |
$534K - $551K
|
127K
$7.92M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.61K+ 4.51% |
$523K - $539K
|
200K
$12.4M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
8.03K+ 5.07% |
$487K - $503K
|
166K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.65K+ 38.45% |
$403K - $416K
|
23.9K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.58K+ 7.43% |
$400K - $412K
|
95.2K
$5.93M
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
6.53KNew |
$397K - $409K
|
6.53K
$407K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.68KNew |
$345K - $356K
|
5.68K
$354K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.48K+ 8.76% |
$333K - $343K
|
68K
$4.24M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.02K+ 79.38% |
$244K - $252K
|
9.08K
$566K
|
|
Jul 22, 2024
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
3.65KNew |
$222K - $229K
|
3.65K
$227K
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.3KNew |
$200K - $207K
|
3.3K
$206K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2.28K+ 4.61% |
$138K - $143K
|
51.8K
$3.22M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.24K+ 24.1% |
$136K - $140K
|
11.5K
$717K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.16K+ 57.87% |
$131K - $135K
|
5.88K
$366K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.08K+ 2.25% |
$126K - $130K
|
94.2K
$5.87M
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.83K+ 7.69% |
$111K - $115K
|
25.7K
$1.6M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.82K+ 5.34% |
$110K - $114K
|
35.9K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.72K+ 36.46% |
$104K - $107K
|
6.42K
$400K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.47K+ 9.96% |
$89.5K - $92.3K
|
16.3K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47K+ 6.62% |
$89.1K - $91.9K
|
23.6K
$1.47M
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 15.0% |
$63.7K - $65.8K
|
8.05K
$502K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.02K+ 60.78% |
$61.8K - $63.7K
|
2.69K
$168K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
906+ 8.38% |
$55K - $56.7K
|
11.7K
$730K
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
836+ 3.11% |
$50.8K - $52.4K
|
27.7K
$1.73M
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
795+ 6.2% |
$48.3K - $49.8K
|
13.6K
$848K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
780+ 16.84% |
$47.4K - $48.8K
|
5.41K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
773+ 10.04% |
$46.9K - $48.4K
|
8.48K
$528K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
655+ 30.17% |
$39.8K - $41K
|
2.83K
$176K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584New |
$35.5K - $36.6K
|
584
$36.4K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
580New |
$35.2K - $36.3K
|
580
$36.1K
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
499+ 14.9% |
$30.3K - $31.2K
|
3.85K
$240K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
494New |
$30K - $30.9K
|
494
$30.8K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
438+ 1.18% |
$26.6K - $27.4K
|
37.4K
$2.33M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
386+ 10.98% |
$23.4K - $24.2K
|
3.9K
$243K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
277+ 2.64% |
$16.8K - $17.3K
|
10.8K
$670K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
127+ 2.37% |
$7.71K - $7.95K
|
5.5K
$342K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
126New |
$7.65K - $7.89K
|
126
$7.85K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113+ 13.53% |
$6.86K - $7.08K
|
948
$59.1K
|