Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36.2KNew |
$2.21M - $2.29M
|
36.2K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7.26K+ 4.6% |
$445K - $460K
|
165K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.15K+ 8.84% |
$254K - $263K
|
51.1K
$3.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.22K+ 28.36% |
$197K - $204K
|
14.6K
$919K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
818+ 23.36% |
$50.1K - $51.9K
|
4.32K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
800New |
$49K - $50.7K
|
800
$50.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
643+ 6.4% |
$39.4K - $40.8K
|
10.7K
$675K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
289+ 3.42% |
$17.7K - $18.3K
|
8.73K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
222+ 0.98% |
$13.6K - $14.1K
|
23K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
190+ 1.29% |
$11.6K - $12K
|
14.9K
$942K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
174+ 4.49% |
$10.7K - $11K
|
4.05K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
59+ 0.83% |
$3.61K - $3.74K
|
7.16K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.55% |
$123 - $127
|
131
$8.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-64- 0.82% |
$3.92K - $4.06K
|
7.75K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-266- 0.1% |
$16.3K - $16.9K
|
265K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-271- 1.5% |
$16.6K - $17.2K
|
17.8K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.6K- 2.71% |
$159K - $165K
|
93.3K
$5.89M
|