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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
620+ 3.17% |
$36.8K - $38.5K
|
20.2K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.25KNew |
$371K - $388K
|
6.25K
$389K
|
|
| Q2 2023 | |||||||
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-133- 3.29% |
$8.13K - $8.38K
|
3.91K
$244K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$2.44K - $2.52K
|
40
$2.49K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.23KNew |
$195K - $206K
|
3.23K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
207KNew |
$12.5M - $13.2M
|
207K
$12.9M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-662- 11.24% |
$40.1K - $42.1K
|
5.23K
$326K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.1K+ 2.86% |
$127K - $134K
|
75.4K
$4.7M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$2.88K - $3.13K
|
50
$3.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-500- 7.14% |
$28.8K - $31.3K
|
6.51K
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.37KNew |
$367K - $399K
|
6.37K
$397K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
52+ 2.46% |
$3K - $3.26K
|
2.16K
$135K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
201New |
$11.8K - $13.1K
|
201
$12.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.59KNew |
$329K - $364K
|
5.59K
$348K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
621New |
$38.2K - $42.3K
|
621
$38.7K
|
|
|
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
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
21.3KNew |
$1.31M - $1.45M
|
21.3K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.21K+ 305.74% |
$567K - $627K
|
12.2K
$761K
|
|
|
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
$123K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-270- 20.24% |
$16.6K - $18.4K
|
1.06K
$66.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$202K - $224K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
200New |
$12.3K - $13.6K
|
200
$12.5K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-239Closed |
$16K - $17.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.12KNew |
$74.4K - $81.3K
|
1.12K
$69.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-6.44KClosed |
$430K - $469K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-2.77KClosed |
$185K - $202K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-30Closed |
$2.18K - $2.24K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-23Closed |
$1.67K - $1.71K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-42Closed |
$3.06K - $3.13K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.37KClosed |
$171K - $176K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$1.51K - $1.59K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
564New |
$40.5K - $42.8K
|
564
$35.1K
|
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2KClosed |
$144K - $152K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1Closed |
$71.8 - $75.8
|
0
$0
|
|