Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
496K+ 43.33% |
$28.7M - $31.6M
|
1.64M
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
188KNew |
$10.9M - $12M
|
188K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
122KNew |
$7.05M - $7.77M
|
122K
$7.64M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
50.5K+ 61.68% |
$2.92M - $3.22M
|
132K
$8.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
33K+ 956.97% |
$1.91M - $2.1M
|
36.5K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
24.2KNew |
$1.4M - $1.54M
|
24.2K
$1.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
14.5K+ 361.62% |
$839K - $925K
|
18.5K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.5K+ 1741.99% |
$666K - $734K
|
12.2K
$764K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 5.56% |
$597K - $658K
|
196K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3K+ 6.05% |
$597K - $658K
|
181K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.02K+ 73.1% |
$463K - $511K
|
19K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.77KNew |
$391K - $431K
|
6.77K
$424K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
6.53KNew |
$377K - $416K
|
6.53K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.03K+ 19.46% |
$290K - $320K
|
30.9K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$256K - $282K
|
4.44K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.31K+ 33.33% |
$249K - $275K
|
17.3K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.14K+ 5.04% |
$239K - $264K
|
86.3K
$5.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$197K - $217K
|
3.41K
$213K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.32K+ 12.0% |
$192K - $212K
|
31K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.19KNew |
$184K - $203K
|
3.19K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 6.04% |
$125K - $138K
|
37.9K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
1.92K+ 2.18% |
$111K - $122K
|
89.8K
$5.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.86K+ 14.14% |
$108K - $119K
|
15K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06K+ 42.21% |
$61.5K - $67.8K
|
3.59K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
727+ 6.12% |
$42K - $46.3K
|
12.6K
$789K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
640+ 7.7% |
$37K - $40.8K
|
8.95K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
491+ 1.11% |
$28.4K - $31.3K
|
44.6K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
228New |
$13.2K - $14.5K
|
228
$14.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
199+ 0.82% |
$11.5K - $12.7K
|
24.6K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
179+ 0.19% |
$10.3K - $11.4K
|
92.9K
$5.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
112New |
$6.47K - $7.13K
|
112
$7.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
106+ 1.0% |
$6.12K - $6.75K
|
10.7K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
96+ 8.21% |
$5.55K - $6.11K
|
1.27K
$79.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72New |
$4.16K - $4.59K
|
72
$4.51K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 1.4% |
$1.33K - $1.46K
|
1.66K
$104K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.29% |
$924 - $1.02K
|
5.59K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
15+ 0.32% |
$867 - $955
|
4.65K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 1.75% |
$116 - $127
|
116
$7.26K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.79% |
$57.8 - $63.7
|
57
$3.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9- 13.24% |
$520 - $573
|
59
$3.69K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-31- 26.5% |
$1.79K - $1.97K
|
86
$5.39K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77- 0.57% |
$4.45K - $4.9K
|
13.5K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133- 2.26% |
$7.68K - $8.47K
|
5.74K
$360K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-229- 3.03% |
$13.2K - $14.6K
|
7.34K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-273- 5.48% |
$15.8K - $17.4K
|
4.71K
$295K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-283- 11.53% |
$16.4K - $18K
|
2.17K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-405- 7.56% |
$23.4K - $25.8K
|
4.95K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-413- 9.78% |
$23.9K - $26.3K
|
3.81K
$239K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-466- 6.25% |
$26.9K - $29.7K
|
6.99K
$438K
|