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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 7.69% |
$1.09K - $1.13K
|
252
$16K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.86% |
$60.7 - $62.6
|
117
$7.45K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$201K - $206K
|
3.24K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$200K - $205K
|
3.23K
$206K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.88KNew |
$116K - $119K
|
1.88K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
134+ 3.13% |
$8.29K - $8.51K
|
4.42K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
75+ 0.43% |
$4.64K - $4.76K
|
17.3K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 60.47% |
$3.22K - $3.3K
|
138
$8.79K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35New |
$2.17K - $2.22K
|
35
$2.23K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.5K+ 1741.99% |
$666K - $734K
|
12.2K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.77KNew |
$391K - $431K
|
6.77K
$431K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$256K - $282K
|
4.44K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72New |
$4.16K - $4.59K
|
72
$4.58K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.29% |
$924 - $1.02K
|
5.59K
$356K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.25KNew |
$371K - $388K
|
6.25K
$398K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
620+ 3.17% |
$36.8K - $38.5K
|
20.2K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
356+ 2094.12% |
$21.1K - $22.1K
|
373
$23.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$178 - $186
|
336
$21.4K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$2.44K - $2.52K
|
40
$2.55K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.23KNew |
$195K - $206K
|
3.23K
$206K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.1K+ 2.86% |
$127K - $134K
|
75.4K
$4.8M
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.37KNew |
$367K - $399K
|
6.37K
$405K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
52+ 2.46% |
$3K - $3.26K
|
2.16K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50New |
$2.88K - $3.13K
|
50
$3.18K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.59KNew |
$329K - $364K
|
5.59K
$356K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
201New |
$11.8K - $13.1K
|
201
$12.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
21.3KNew |
$1.31M - $1.45M
|
21.3K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.97KNew |
$121K - $134K
|
1.97K
$126K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
621New |
$38.2K - $42.3K
|
621
$39.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
200New |
$12.3K - $13.6K
|
200
$12.7K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.12KNew |
$74.4K - $81.3K
|
1.12K
$71K
|
|
| Q4 2021 | |||||||
|
Oct 02, 2025
Q4 2021
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
145New |
$10.6K - $10.8K
|
145
$9.23K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
564New |
$40.5K - $42.8K
|
564
$35.9K
|
|