Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15.5K+ 8.9% |
$987K - $1.01M
|
190K
$12.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
14.9KNew |
$951K - $968K
|
14.9K
$951K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.73KNew |
$174K - $177K
|
2.73K
$174K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.02K+ 24.67% |
$128K - $131K
|
10.2K
$649K
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.83K+ 7.9% |
$117K - $119K
|
25K
$1.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.59K+ 17.0% |
$101K - $103K
|
11K
$698K
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 10.26% |
$99.9K - $102K
|
16.9K
$1.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.57K+ 4.13% |
$99.6K - $101K
|
39.4K
$2.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.5K+ 42.55% |
$95.6K - $97.4K
|
5.03K
$320K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
797+ 8.86% |
$50.7K - $51.7K
|
9.79K
$623K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
550+ 6.93% |
$35K - $35.7K
|
8.49K
$541K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
317+ 5.43% |
$20.2K - $20.6K
|
6.16K
$392K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
296+ 2.27% |
$18.8K - $19.2K
|
13.3K
$849K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
207+ 1.29% |
$13.2K - $13.4K
|
16.3K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
165+ 1.98% |
$10.5K - $10.7K
|
8.49K
$540K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
77+ 1.07% |
$4.9K - $4.99K
|
7.29K
$464K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66New |
$4.2K - $4.28K
|
66
$4.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10+ 0.16% |
$637 - $648
|
6.34K
$403K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.43% |
$127 - $130
|
142
$9.04K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2- 0.15% |
$127 - $130
|
1.36K
$86.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.47% |
$1.53K - $1.56K
|
5.08K
$324K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-811- 19.63% |
$51.6K - $52.6K
|
3.32K
$211K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.27K- 2.86% |
$272K - $277K
|
145K
$9.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-17.6K- 18.49% |
$1.12M - $1.14M
|
77.5K
$4.93M
|
|