Latest Institutional Transactions on Vanguard World Fd Esg U S Corp (VCEB)
This table provides information on the latest institutional transactions involving Vanguard World Fd Esg U S Corp (VCEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
132+ 0.48% |
$8.13K - $8.6K
|
27.9K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.93K+ 2.36% |
$242K - $256K
|
170K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
84New |
$5.17K - $5.47K
|
84
$5.28K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
444+ 0.76% |
$27.4K - $28.9K
|
58.8K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.95K- 69.07% |
$551K - $583K
|
4.01K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.86K+ 7.97% |
$176K - $186K
|
38.8K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
374New |
$23K - $24.4K
|
374
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.94KNew |
$181K - $191K
|
2.94K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.29K+ 1070.85% |
$326K - $345K
|
5.78K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7.69K+ 6.05% |
$474K - $501K
|
135K
$8.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$61.6 - $65.1
|
1
$62.9
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
370+ 3.53% |
$22.8K - $24.1K
|
10.9K
$682K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.06% |
$493 - $521
|
13.6K
$856K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$890K - $941K
|
14.5K
$909K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4.83K+ 59.98% |
$297K - $315K
|
12.9K
$810K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
380+ 5.82% |
$23.4K - $24.7K
|
6.91K
$435K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.86% |
$60.7 - $62.6
|
117
$7.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113+ 13.53% |
$6.86K - $7.08K
|
948
$59.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
88.6KNew |
$5.38M - $5.55M
|
88.6K
$5.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-185- 21.24% |
$11.2K - $11.6K
|
686
$43.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.5KNew |
$1M - $1.03M
|
16.5K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
655+ 30.17% |
$39.8K - $41K
|
2.83K
$178K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 7.69% |
$1.09K - $1.13K
|
252
$15.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
112New |
$6.8K - $7.01K
|
112
$7.04K
|
|
|
Jul 22, 2024
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
3.65KNew |
$222K - $229K
|
3.65K
$230K
|
|
| Q1 2024 | |||||||
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-341- 1.41% |
$21.1K - $21.6K
|
23.8K
$1.5M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35New |
$2.17K - $2.22K
|
35
$2.2K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
134+ 3.13% |
$8.29K - $8.51K
|
4.42K
$278K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.88KNew |
$116K - $119K
|
1.88K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
75+ 0.43% |
$4.64K - $4.76K
|
17.3K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$200K - $205K
|
3.23K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 60.47% |
$3.22K - $3.3K
|
138
$8.68K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-229- 3.03% |
$13.2K - $14.6K
|
7.34K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4.9K- 49.41% |
$283K - $312K
|
5.01K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.77KNew |
$391K - $431K
|
6.77K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72New |
$4.16K - $4.59K
|
72
$4.53K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 39.32% |
$67.9K - $74.9K
|
1.82K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77- 0.57% |
$4.45K - $4.9K
|
13.5K
$846K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$256K - $282K
|
4.44K
$279K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.5K+ 1741.99% |
$666K - $734K
|
12.2K
$767K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$197K - $217K
|
3.41K
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 64.22% |
$63.7K - $70.2K
|
614
$38.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.29% |
$924 - $1.02K
|
5.59K
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
14.5K+ 361.62% |
$839K - $925K
|
18.5K
$1.17M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
942+ 7.31% |
$55.9K - $58.5K
|
13.8K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
356+ 2094.12% |
$21.1K - $22.1K
|
373
$23.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$178 - $186
|
336
$21.1K
|
|