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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.42KNew |
$149K - $157K
|
2.42K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$240K - $254K
|
3.9K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.96K- 54.43% |
$244K - $258K
|
3.32K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.65K+ 248.68% |
$348K - $368K
|
7.92K
$500K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-697- 1.91% |
$42.9K - $45.4K
|
35.7K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
374New |
$23K - $24.4K
|
374
$23.6K
|
|
| Q2 2024 | |||||||
|
Feb 12, 2025
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
3.65KNew |
$222K - $229K
|
3.65K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.86% |
$60.7 - $62.6
|
117
$7.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113+ 13.53% |
$6.86K - $7.08K
|
948
$59.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.5KNew |
$1M - $1.03M
|
16.5K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 7.69% |
$1.09K - $1.13K
|
252
$15.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
112New |
$6.8K - $7.01K
|
112
$7.07K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35New |
$2.17K - $2.22K
|
35
$2.21K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
134+ 3.13% |
$8.29K - $8.51K
|
4.42K
$279K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.88KNew |
$116K - $119K
|
1.88K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$205K
|
|
|
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
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 60.47% |
$3.22K - $3.3K
|
138
$8.72K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4.9K- 49.41% |
$283K - $312K
|
5.01K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.77KNew |
$391K - $431K
|
6.77K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72New |
$4.16K - $4.59K
|
72
$4.55K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 39.32% |
$67.9K - $74.9K
|
1.82K
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-77- 0.57% |
$4.45K - $4.9K
|
13.5K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$256K - $282K
|
4.44K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.5K+ 1741.99% |
$666K - $734K
|
12.2K
$770K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 64.22% |
$63.7K - $70.2K
|
614
$38.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.29% |
$924 - $1.02K
|
5.59K
$353K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
356+ 2094.12% |
$21.1K - $22.1K
|
373
$23.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$178 - $186
|
336
$21.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
620+ 3.17% |
$36.8K - $38.5K
|
20.2K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.25KNew |
$371K - $388K
|
6.25K
$394K
|
|
| Q2 2023 | |||||||
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-133- 3.29% |
$8.13K - $8.38K
|
3.91K
$247K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$2.44K - $2.52K
|
40
$2.53K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.23KNew |
$195K - $206K
|
3.23K
$204K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-662- 11.24% |
$40.1K - $42.1K
|
5.23K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.1K+ 2.86% |
$127K - $134K
|
75.4K
$4.77M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$2.88K - $3.13K
|
50
$3.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-500- 7.14% |
$28.8K - $31.3K
|
6.51K
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.37KNew |
$367K - $399K
|
6.37K
$402K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
52+ 2.46% |
$3K - $3.26K
|
2.16K
$137K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
201New |
$11.8K - $13.1K
|
201
$12.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.59KNew |
$329K - $364K
|
5.59K
$353K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
621New |
$38.2K - $42.3K
|
621
$39.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-4.77KClosed |
$293K - $325K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.25% |
$308 - $341
|
1.98K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
21.3KNew |
$1.31M - $1.45M
|
21.3K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.21K+ 305.74% |
$567K - $627K
|
12.2K
$772K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.45KClosed |
$274K - $303K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.97KNew |
$121K - $134K
|
1.97K
$125K
|
|