Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.1MNew |
$68.1M - $71.3M
|
1.1M
$69M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
405K+ 6357.79% |
$25.1M - $26.3M
|
412K
$25.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
207K+ 18.98% |
$12.8M - $13.4M
|
1.3M
$81.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.7KNew |
$1.78M - $1.86M
|
28.7K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.4K+ 37.09% |
$1.7M - $1.78M
|
101K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
24.2KNew |
$1.5M - $1.57M
|
24.2K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
23.7KNew |
$1.47M - $1.54M
|
23.7K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$1.45M - $1.52M
|
23.5K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19.1K+ 8.08% |
$1.18M - $1.24M
|
255K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17.9K+ 13.29% |
$1.11M - $1.16M
|
153K
$9.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 7.73% |
$1.06M - $1.11M
|
240K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$905K - $949K
|
14.6K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
12.2KNew |
$756K - $793K
|
12.2K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.2K+ 346.09% |
$630K - $660K
|
13.1K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.17K+ 12.79% |
$567K - $595K
|
80.9K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
8.99KNew |
$556K - $583K
|
8.99K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.93K+ 217.91% |
$429K - $450K
|
10.1K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$407K - $426K
|
6.57K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.37KNew |
$394K - $413K
|
6.37K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.99K+ 17.65% |
$371K - $388K
|
39.9K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.6KNew |
$347K - $363K
|
5.6K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.6KNew |
$347K - $363K
|
5.6K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.24KNew |
$324K - $340K
|
5.24K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.5K+ 16.15% |
$278K - $292K
|
32.4K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.42KNew |
$273K - $287K
|
4.42K
$277K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.26K+ 11.0% |
$264K - $277K
|
43K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.06KNew |
$251K - $263K
|
4.06K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4KNew |
$247K - $259K
|
4K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.99K+ 69.92% |
$247K - $259K
|
9.69K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
3.91KNew |
$242K - $253K
|
3.91K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.82K+ 28.03% |
$236K - $248K
|
17.4K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.51K+ 60.74% |
$217K - $228K
|
9.3K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.33KNew |
$206K - $216K
|
3.33K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.17KNew |
$196K - $206K
|
3.17K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.93K+ 44.8% |
$182K - $190K
|
9.48K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 1.5% |
$179K - $188K
|
196K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.74K+ 2.67% |
$170K - $178K
|
105K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.62K+ 22.58% |
$162K - $170K
|
14.2K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.31K+ 1.35% |
$143K - $150K
|
173K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.92K+ 193.45% |
$119K - $125K
|
2.91K
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 36.55% |
$90.3K - $94.7K
|
5.46K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.42K+ 3.05% |
$87.8K - $92K
|
47.9K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.41KNew |
$87.2K - $91.4K
|
1.41K
$88.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28K+ 116.06% |
$79.1K - $83K
|
2.38K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.09K+ 2.06% |
$67.4K - $70.6K
|
53.9K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.75% |
$63.3K - $66.4K
|
138K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
540+ 1.68% |
$33.4K - $35K
|
32.6K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
537+ 7.32% |
$33.2K - $34.8K
|
7.87K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
516+ 4.01% |
$31.9K - $33.5K
|
13.4K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
403+ 395.1% |
$24.9K - $26.1K
|
505
$31.7K
|