Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
141KNew |
$8.12M - $8.82M
|
141K
$8.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
113KNew |
$6.53M - $7.09M
|
113K
$7.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
60.4KNew |
$3.48M - $3.78M
|
60.4K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.3K+ 556.7% |
$1.57M - $1.71M
|
32.2K
$2M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26.7KNew |
$1.54M - $1.67M
|
26.7K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
23.2KNew |
$1.34M - $1.45M
|
23.2K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
19.8KNew |
$1.14M - $1.24M
|
19.8K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
12.6K+ 21.49% |
$726K - $789K
|
71.2K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.9KNew |
$686K - $745K
|
11.9K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.54K+ 41.82% |
$377K - $410K
|
22.2K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.37KNew |
$367K - $399K
|
6.37K
$397K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
6.06K+ 8.66% |
$350K - $380K
|
76.1K
$4.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.76KNew |
$332K - $361K
|
5.76K
$359K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
4.02K+ 232.08% |
$232K - $252K
|
5.75K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.48K+ 33.02% |
$201K - $218K
|
14K
$873K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.32KNew |
$191K - $208K
|
3.32K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.29K+ 62.17% |
$190K - $206K
|
8.58K
$535K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.43K+ 20.09% |
$82.3K - $89.4K
|
8.52K
$531K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.28K+ 205.11% |
$74.1K - $80.5K
|
1.91K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 30.05% |
$73.1K - $79.4K
|
5.48K
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
835New |
$48.2K - $52.3K
|
835
$52K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
764+ 611.2% |
$44.1K - $47.9K
|
889
$55.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
763+ 32.34% |
$44K - $47.8K
|
3.12K
$195K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91+ 1.16% |
$5.25K - $5.7K
|
7.9K
$492K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
68New |
$3.92K - $4.26K
|
68
$4.24K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
62+ 1.11% |
$3.58K - $3.88K
|
5.63K
$351K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
52+ 2.46% |
$3K - $3.26K
|
2.16K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$2.88K - $3.13K
|
50
$3.12K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
37+ 0.94% |
$2.13K - $2.32K
|
3.98K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 1.14% |
$1.04K - $1.13K
|
1.6K
$99.7K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 17.81% |
$750 - $815
|
86
$5.36K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$404 - $439
|
8.01K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 0.14% |
$231 - $251
|
2.85K
$177K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.85% |
$57.7 - $62.7
|
55
$3.43K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-221- 0.66% |
$12.7K - $13.8K
|
33.5K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-460- 0.93% |
$26.5K - $28.8K
|
49K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-500- 7.14% |
$28.8K - $31.3K
|
6.51K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23K- 24.41% |
$71.1K - $77.2K
|
3.82K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.34K- 18.09% |
$77.4K - $84.1K
|
6.08K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.63K- 2.17% |
$93.8K - $102K
|
73.3K
$4.57M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.97KClosed |
$114K - $124K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5.31K- 47.39% |
$306K - $333K
|
5.89K
$367K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.52K- 50.4% |
$376K - $408K
|
6.41K
$400K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-9.78K- 42.61% |
$564K - $613K
|
13.2K
$820K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11K- 94.71% |
$634K - $689K
|
614
$38.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.6K- 76.68% |
$3.84M - $4.17M
|
20.2K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-84.9K- 30.61% |
$4.9M - $5.32M
|
192K
$12M
|