Who owns VANGUARD WORLD FD?
- Ticker: VCEB
- CUSIP Number: 921910691
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Analyze quarterly positions in Vanguard World with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold VANGUARD WORLD FD this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Vanguard Group | 849k | $53M | 29% | Jun 2024 |
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Banco Bilbao Vizcaya Argentaria | 332k | $22M | 28% | Sep 2024 |
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Envestnet Asset Management | 223k | $14M | 11% | Sep 2024 |
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Branch Banking & Trust Company | 215k | $13M | 7% | Jun 2024 |
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SageView Advisory Group | 193k | $13M | 14% | Sep 2024 |
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DeDora Capital | 170k | $11M | 2% | Sep 2024 |
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Modera Wealth Management | 137k | $8.9M | 46% | Sep 2024 |
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Hanson & Doremus Investment Management | 135k | $8.7M | 6% | Sep 2024 |
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Adviser Investments | 102k | $6.6M | 8% | Sep 2024 |
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Old Mission Capital | 89k | $5.5M | 100% | Jun 2024 |
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Mariner Wealth Advisors | 74k | $4.8M | 18% | Sep 2024 |
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Jane Street | 73k | $4.7M | 217% | Sep 2024 |
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Goss Wealth Management | 68k | $4.2M | 9% | Jun 2024 |
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HPM Partners | 64k | $4.2M | 175% | Sep 2024 |
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Stewardship Advisors | 59k | $3.8M | 1% | Sep 2024 |
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Anderson Fisher | 53k | $3.4M | 2% | Sep 2024 |
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D. J. St. Germain | 39k | $2.5M | 8% | Sep 2024 |
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Northland Capital Management | 36k | $2.3M | -2% | Sep 2024 |
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LPL Financial | 34k | $2.2M | 1% | Sep 2024 |
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Cambridge Investment Research Advisors | 32k | $2.1M | 7% | Sep 2024 |
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BetterWealth | 28k | $1.8M | 0% | Sep 2024 |
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Bank of America Corporation | 25k | $1.6M | 5% | Sep 2024 |
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Wells Fargo & Company | 24k | $1.6M | 0% | Sep 2024 |
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Harbour Investments | 20k | $1.3M | 120% | Sep 2024 |
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Whittier Trust | 19k | $1.2M | 0% | Sep 2024 |
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Scott Capital Advisors | 15k | $938k | 100% | Sep 2024 |
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Level Financial Advisors | 14k | $883k | 0% | Sep 2024 |
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West Financial Advisors | 13k | $836k | 60% | Sep 2024 |
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Summit Investment Advisors | 12k | $783k | 3% | Sep 2024 |
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Hanson McClain Advisors | 12k | $752k | 1% | Sep 2024 |
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Carr Financial Group Corp | 11k | $741k | -30% | Sep 2024 |
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Novare Capital Management | 11k | $704k | 4% | Sep 2024 |
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Royal Bank of Canada | 10k | $651k | -4% | Sep 2024 |
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Jpmorgan Chase & Co | 8.7k | $567k | 49% | Sep 2024 |
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Mml Investors Services | 8.4k | $545k | -1% | Sep 2024 |
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Csenge Advisory Group | 8.4k | $534k | 100% | Sep 2024 |
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Pnc Financial Services | 7.9k | $514k | 249% | Sep 2024 |
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Rehmann Capital Advisory | 7.1k | $443k | 1% | Jun 2024 |
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Valley National Advisers | 7.1k | $458k | -34% | Sep 2024 |
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Shotwell Rutter Baer | 6.9k | $443k | 6% | Sep 2024 |
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Walkner Condon Financial Advisors | 6.5k | $425k | 100% | Sep 2024 |
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Essential Planning | 6.4k | $414k | -1% | Sep 2024 |
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Bartlett & Co. Wealth Management | 5.8k | $375k | 1071% | Sep 2024 |
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Farrell Financial | 5.7k | $361k | 48% | Sep 2024 |
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Private Advisor | 5.7k | $370k | 0% | Sep 2024 |
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Raymond James & Associates | 5.6k | $362k | 0% | Sep 2024 |
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Live Oak Investment Partners | 5.0k | $325k | 0% | Sep 2024 |
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Advisor Group Holdings | 4.9k | $321k | 7% | Sep 2024 |
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Keudell/Morrison Wealth Management | 4.7k | $308k | -14% | Sep 2024 |
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Equita Financial Network | 4.1k | $269k | 26% | Sep 2024 |
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Commonwealth Equity Services | 4.0k | $260k | -69% | Sep 2024 |
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Cetera Investment Advisers | 3.9k | $242k | 11% | Jun 2024 |
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Round Rock Advisors | 3.4k | $221k | 0% | Sep 2024 |
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Gould Asset Management | 3.3k | $215k | -54% | Sep 2024 |
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American Investment Services | 3.3k | $203k | 0% | Jun 2024 |
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White Lighthouse Investment Management | 3.2k | $207k | 100% | Sep 2024 |
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Stephens Consulting | 2.9k | $191k | 100% | Sep 2024 |
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Financial Gravity Wealth | 2.8k | $175k | 30% | Jun 2024 |
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FTB Advisors | 2.7k | $176k | 1% | Sep 2024 |
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Financial Gravity Companies | 1.4k | $93k | 100% | Sep 2024 |
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Milestone Investment Advisors | 1.1k | $72k | 28% | Sep 2024 |
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Fairway Wealth | 993.00 | $65k | 100% | Sep 2024 |
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WFA of San Diego | 948.00 | $62k | 100% | Sep 2024 |
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Us Bancorp | 686.00 | $45k | 0% | Sep 2024 |
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AdvisorNet Financial | 614.00 | $40k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 584.00 | $36k | 100% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 581.00 | $38k | 0% | Sep 2024 |
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AllSquare Wealth Management | 564.00 | $35k | 0% | Jun 2024 |
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Householder Group Estate & Retirement Specialist | 374.00 | $24k | 100% | Sep 2024 |
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Strategic Investment Solutions | 127.00 | $8.3k | 1% | Sep 2024 |
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Rain Capital Management | 117.00 | $7.3k | 1% | Jun 2024 |
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Larson Financial Group | 102.00 | $6.6k | 1% | Sep 2024 |
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Eastern Bank | 84.00 | $5.5k | 100% | Sep 2024 |
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Coston, McIsaac & Partners | 59.00 | $3.0k | 2% | Sep 2024 |
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Tradewinds Capital Management | 1.00 | $65.000000 | 100% | Sep 2024 |
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Morgan Stanley | 1.00 | $68.000000 | -100% | Jun 2024 |
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Who sold out of Vanguard World?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Team Hewins | Jun 2024 | 26k | $1.6M |
Ballentine Partners | Jun 2024 | 17k | $1.0M |
Lion Street Advisors | Jun 2024 | 6.2k | $388k |
a16z Perennial Management | Jun 2024 | 3.7k | $227k |
Creative Planning | Jun 2024 | 3.2k | $201k |
VisionPoint Advisory Group | Jun 2024 | 252.00 | $16k |
Financial Connections Group | Jun 2024 | 112.00 | $6.0k |