Latest Institutional Purchases of Vanguard World Fd Esg U S Corp (VCEB)
This list provides information on the latest institutional transactions involving Vanguard World Fd Esg U S Corp (VCEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
281+ 8.59% |
$17.3K - $18.3K
|
3.55K
$221K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
239+ 27.69% |
$14.7K - $15.6K
|
1.1K
$68.5K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186+ 0.55% |
$11.5K - $12.1K
|
33.9K
$2.11M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94+ 2.41% |
$5.79K - $6.12K
|
4K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81+ 13.87% |
$4.99K - $5.28K
|
665
$41.3K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
75+ 0.65% |
$4.62K - $4.88K
|
11.6K
$720K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73+ 0.31% |
$4.5K - $4.75K
|
24K
$1.49M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 0.71% |
$1.17K - $1.24K
|
2.71K
$169K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.23% |
$801 - $847
|
5.7K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.99% |
$61.6 - $65.1
|
102
$6.34K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.79% |
$61.6 - $65.1
|
127
$7.89K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$61.6 - $65.1
|
1
$62.2
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
88.6KNew |
$5.38M - $5.55M
|
88.6K
$5.51M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.5KNew |
$1M - $1.03M
|
16.5K
$1.03M
|
|
Jul 22, 2024
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
3.65KNew |
$222K - $229K
|
3.65K
$227K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
655+ 30.17% |
$39.8K - $41K
|
2.83K
$176K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113+ 13.53% |
$6.86K - $7.08K
|
948
$58.9K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
112New |
$6.8K - $7.01K
|
112
$6.96K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 7.69% |
$1.09K - $1.13K
|
252
$15.7K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.86% |
$60.7 - $62.6
|
117
$7.27K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$202K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$201K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$200K - $205K
|
3.23K
$201K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.88KNew |
$116K - $119K
|
1.88K
$117K
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
134+ 3.13% |
$8.29K - $8.51K
|
4.42K
$275K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
75+ 0.43% |
$4.64K - $4.76K
|
17.3K
$1.08M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 60.47% |
$3.22K - $3.3K
|
138
$8.58K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35New |
$2.17K - $2.22K
|
35
$2.18K
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
14.5K+ 361.62% |
$839K - $925K
|
18.5K
$1.15M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.5K+ 1741.99% |
$666K - $734K
|
12.2K
$758K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.77KNew |
$391K - $431K
|
6.77K
$421K
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$256K - $282K
|
4.44K
$276K
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$197K - $217K
|
3.41K
$212K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72New |
$4.16K - $4.59K
|
72
$4.48K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.29% |
$924 - $1.02K
|
5.59K
$347K
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.25KNew |
$371K - $388K
|
6.25K
$388K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
942+ 7.31% |
$55.9K - $58.5K
|
13.8K
$859K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
620+ 3.17% |
$36.8K - $38.5K
|
20.2K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
356+ 2094.12% |
$21.1K - $22.1K
|
373
$23.2K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$178 - $186
|
336
$20.9K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$2.44K - $2.52K
|
40
$2.49K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
207KNew |
$12.5M - $13.2M
|
207K
$12.9M
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.23KNew |
$195K - $206K
|
3.23K
$201K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.1K+ 2.86% |
$127K - $134K
|
75.4K
$4.69M
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.37KNew |
$367K - $399K
|
6.37K
$396K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
52+ 2.46% |
$3K - $3.26K
|
2.16K
$134K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$2.88K - $3.13K
|
50
$3.11K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.59KNew |
$329K - $364K
|
5.59K
$347K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
201New |
$11.8K - $13.1K
|
201
$12.5K
|