Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
25.9K+ 19.59% |
$1.61M - $1.65M
|
158K
$9.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
25.4K+ 27.37% |
$1.57M - $1.61M
|
118K
$7.41M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 40.29% |
$1.11M - $1.14M
|
62.6K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
17.9K+ 9.53% |
$1.11M - $1.14M
|
206K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 36.22% |
$850K - $872K
|
51.7K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.2K+ 12.48% |
$632K - $649K
|
92.2K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.84K+ 5.43% |
$609K - $624K
|
191K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.07K+ 224.99% |
$499K - $512K
|
11.7K
$730K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
6.99K+ 16.44% |
$432K - $443K
|
49.5K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.67K+ 2.89% |
$351K - $360K
|
202K
$12.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.06KNew |
$313K - $321K
|
5.06K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4K+ 122.14% |
$247K - $254K
|
7.28K
$456K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.52KNew |
$217K - $223K
|
3.52K
$220K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.35KNew |
$207K - $213K
|
3.35K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$200K - $205K
|
3.23K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.19K+ 16.82% |
$197K - $203K
|
22.2K
$1.39M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.05K+ 9.84% |
$189K - $194K
|
34.1K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.45KNew |
$152K - $156K
|
2.45K
$154K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.35K+ 2.72% |
$145K - $149K
|
88.6K
$5.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
2.34K+ 9.54% |
$145K - $149K
|
26.9K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2K+ 5.52% |
$124K - $127K
|
38.3K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 34.18% |
$121K - $125K
|
7.7K
$482K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.88KNew |
$116K - $119K
|
1.88K
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.53K+ 17.06% |
$94.5K - $97K
|
10.5K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23K+ 6.35% |
$75.8K - $77.8K
|
20.5K
$1.29M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16K+ 11.07% |
$71.8K - $73.7K
|
11.7K
$730K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 9.06% |
$70.7K - $72.5K
|
13.7K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
804+ 1362.71% |
$49.7K - $51K
|
863
$54K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
720+ 15.49% |
$44.5K - $45.7K
|
5.37K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
610New |
$37.7K - $38.7K
|
610
$38.2K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
609+ 60900.0% |
$37.7K - $38.7K
|
610
$38.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
609+ 60900.0% |
$37.7K - $38.7K
|
610
$38.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
577+ 3.45% |
$35.7K - $36.6K
|
17.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
537+ 1.47% |
$33.2K - $34.1K
|
37K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
134+ 3.13% |
$8.29K - $8.51K
|
4.42K
$277K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
86+ 2.7% |
$5.32K - $5.46K
|
3.27K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
81+ 0.75% |
$5.01K - $5.14K
|
10.8K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
75+ 0.43% |
$4.64K - $4.76K
|
17.3K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 60.47% |
$3.22K - $3.3K
|
138
$8.64K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35New |
$2.17K - $2.22K
|
35
$2.19K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
33+ 0.36% |
$2.04K - $2.09K
|
9.28K
$581K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.72% |
$742 - $762
|
1.68K
$105K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$681 - $698
|
7K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6+ 2.63% |
$371 - $381
|
234
$14.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.75% |
$61.9 - $63.5
|
58
$3.63K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.01% |
$61.9 - $63.5
|
100
$6.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87- 2.28% |
$5.38K - $5.52K
|
3.72K
$233K
|