Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3KNew |
$1.4M - $1.44M
|
19.3K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 376.57% |
$1.09M - $1.12M
|
19K
$1.19M
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
12KNew |
$876K - $897K
|
12K
$756K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$782K - $800K
|
10.7K
$675K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.44KNew |
$469K - $480K
|
6.44K
$405K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.24K+ 1031.9% |
$454K - $465K
|
6.85K
$431K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.13K+ 12.17% |
$446K - $457K
|
56.5K
$3.55M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.72KNew |
$416K - $426K
|
5.72K
$360K
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
4.76K+ 20.88% |
$346K - $354K
|
27.5K
$1.73M
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.75KNew |
$346K - $354K
|
4.75K
$299K
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.18K+ 8.73% |
$304K - $311K
|
52K
$3.27M
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.27KNew |
$238K - $243K
|
3.27K
$205K
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
2.77KNew |
$201K - $206K
|
2.77K
$174K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.46KNew |
$179K - $183K
|
2.46K
$154K
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.16K+ 207.38% |
$157K - $161K
|
3.21K
$202K
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 29.91% |
$139K - $143K
|
8.31K
$522K
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.83K+ 46.75% |
$133K - $137K
|
5.75K
$362K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 9.98% |
$83K - $85K
|
12.6K
$790K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
491+ 15.85% |
$35.7K - $36.6K
|
3.59K
$226K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
277+ 7.43% |
$20.2K - $20.6K
|
4.01K
$252K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
275New |
$20K - $20.5K
|
275
$17.3K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
270+ 21.9% |
$19.7K - $20.1K
|
1.5K
$94.5K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
239New |
$17.4K - $17.8K
|
239
$15K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
177+ 1.09% |
$12.9K - $13.2K
|
16.4K
$1.03M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13+ 0.26% |
$946 - $969
|
5.06K
$318K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.59% |
$728 - $745
|
1.7K
$107K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-23Closed |
$1.67K - $1.71K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 1.01% |
$2.04K - $2.09K
|
2.76K
$173K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-30Closed |
$2.18K - $2.24K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-42Closed |
$3.06K - $3.13K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-540- 10.38% |
$39.3K - $40.2K
|
4.66K
$293K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-696- 38.22% |
$50.7K - $51.9K
|
1.13K
$70.7K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.01K- 35.58% |
$73.7K - $75.5K
|
1.83K
$115K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.1K- 29.19% |
$5.25M - $5.38M
|
175K
$11M
|