Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.1K+ 177.98% |
$4.34M - $4.55M
|
114K
$7.18M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
72.9K+ 672.2% |
$4.33M - $4.53M
|
83.8K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
68.8K+ 5.57% |
$4.09M - $4.28M
|
1.3M
$82M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.2K+ 41.66% |
$2.98M - $3.12M
|
171K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
36.4K+ 190.18% |
$2.16M - $2.26M
|
55.5K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
25.6K+ 16.0% |
$1.52M - $1.59M
|
186K
$11.7M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
22.1K+ 36.98% |
$1.31M - $1.37M
|
81.9K
$5.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9.91KNew |
$588K - $616K
|
9.91K
$623K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.25KNew |
$371K - $388K
|
6.25K
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
5.3K+ 13.94% |
$315K - $329K
|
43.3K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.46K+ 72.38% |
$265K - $277K
|
10.6K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.22KNew |
$251K - $262K
|
4.22K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 12.86% |
$242K - $253K
|
35.8K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.81K+ 9.47% |
$226K - $237K
|
44.1K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.79KNew |
$225K - $236K
|
3.79K
$238K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.6K+ 14.95% |
$214K - $224K
|
27.7K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.01K+ 21.1% |
$179K - $187K
|
17.3K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.81K+ 27.15% |
$167K - $175K
|
13.2K
$829K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 11.43% |
$157K - $165K
|
25.8K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.66K+ 44.88% |
$98.5K - $103K
|
5.36K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.64K+ 13.76% |
$97.2K - $102K
|
13.5K
$851K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
1.37K+ 1.58% |
$81.1K - $84.9K
|
87.9K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
942+ 7.31% |
$55.9K - $58.5K
|
13.8K
$869K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
929+ 8.49% |
$55.1K - $57.7K
|
11.9K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
880+ 0.96% |
$52.2K - $54.7K
|
92.7K
$5.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
880+ 9.48% |
$52.2K - $54.7K
|
10.2K
$639K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
620+ 3.17% |
$36.8K - $38.5K
|
20.2K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
585+ 14.45% |
$34.7K - $36.4K
|
4.63K
$291K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
380+ 5.79% |
$22.6K - $23.6K
|
6.95K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
356+ 2094.12% |
$21.1K - $22.1K
|
373
$23.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 4.32% |
$14.4K - $15.1K
|
5.87K
$369K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
183+ 2.48% |
$10.9K - $11.4K
|
7.57K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
155+ 1.9% |
$9.2K - $9.63K
|
8.31K
$523K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
105+ 0.82% |
$6.23K - $6.52K
|
12.9K
$814K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
99New |
$5.88K - $6.15K
|
99
$6.22K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
62+ 5.6% |
$3.68K - $3.85K
|
1.17K
$73.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.57% |
$1.01K - $1.06K
|
2.99K
$188K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 0.99% |
$950 - $994
|
1.64K
$103K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 8.33% |
$534 - $559
|
117
$7.36K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$178 - $186
|
336
$21.1K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$119 - $124
|
7.46K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.88% |
$59.4 - $62.1
|
114
$7.17K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59- 2.29% |
$3.5K - $3.67K
|
2.52K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-252- 1.12% |
$15K - $15.7K
|
22.3K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-658- 2.63% |
$39.1K - $40.9K
|
24.4K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-782- 0.94% |
$46.4K - $48.6K
|
82.1K
$5.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-965- 18.38% |
$57.3K - $60K
|
4.28K
$269K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.73K- 30.11% |
$103K - $108K
|
4.02K
$252K
|