Vault-13

VANGUARD WORLD FD VCEB

ESG US CORP BD · ETP · CUSIP 921910691

104 institutional holders +3 vs Q1 2025
5,759,0175.8m shares reported held*
$365.0mreported value*
9 new 56 added 26 reduced 7 sold out net bought ≈ $12.3m (+205.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($351.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.37.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 49Q4 22: 55Q1 23: 60Q2 23: 65Q3 23: 62Q4 23: 68Q1 24: 69Q2 24: 78Q3 24: 81Q4 24: 94Q1 25: 101Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202249
Q4 202255
Q1 202360
Q2 202365
Q3 202362
Q4 202368
Q1 202469
Q2 202478
Q3 202481
Q4 202494
Q1 2025101
Q2 2025104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 43 bought or addedQ3 23: 15 cut or sold outQ4 23: 41 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 16 cut or sold outQ2 24: 53 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 59 bought or addedQ3 24: 19 cut or sold outQ4 24: 63 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 66 bought or addedQ1 25: 23 cut or sold outQ2 25: 65 bought or addedQ2 25: 33 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234315
Q4 20234122
Q1 20244616
Q2 20245316
Q3 20245919
Q4 20246318
Q1 20256623
Q2 20256533

Biggest buyers

VANGUARD GROUP INC Added +105,041+105.0k
JANE STREET GROUP, LLC New +76,029+76.0k
CITADEL ADVISORS LLC Added +42,961+43.0k
MATHER GROUP, LLC. New +36,150+36.1k
ROYAL BANK OF CANADA Added +23,940+23.9k
NewEdge Advisors, LLC Added +14,194+14.2k
LPL Financial LLC Added +12,289+12.3k
CURIO WEALTH, LLC Added +11,012+11.0k
Mariner, LLC Added +9,239+9.2k
ENVESTNET ASSET MANAGEMENT INC Added +7,457+7.5k

Biggest sellers

RWA WEALTH PARTNERS, LLC Reduced -97,614-97.6k
Wealthfront Advisers LLC Reduced -46,300-46.3k
SageView Advisory Group, LLC Reduced -27,545-27.5k
WHITTIER TRUST CO Reduced -7,752-7.8k
OLD MISSION CAPITAL LLC Reduced -6,644-6.6k
White Lighthouse Investment Management Inc. Reduced -6,571-6.6k
Modera Wealth Management, LLC Reduced -4,104-4.1k
Synergy Asset Management, LLC Sold out -3,944-3.9k
Round Rock Advisors LLC Sold out -3,368-3.4k
Kestra Advisory Services, LLC Reduced -3,364-3.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,526,4751.5m $96.8m $96.8m 0.00% Added +105.0k +105,041
2 Varma Mutual Pension Insurance Co 0.51% of their portfolio Varma, H9 1,100,0001.1m $69.7m $69.7m 0.51% Unchanged
3 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.17% of their portfolio Madrid, U3 288,940288.9k $18.2m $18.2m 0.17% Added +7.2k +7,213
4 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 264,646264.6k $16.8m $16.8m 0.02% Reduced -266 -266
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 250,320250.3k $15.9m $15.9m 0.00% Added +7.5k +7,457
6 SageView Advisory Group, LLC 0.41% of their portfolio Newport Beach, CA 170,271170.3k $10.7m $10.7m 0.41% Reduced -27.5k -27,545
7 Hanson & Doremus Investment Management 1.40% of their portfolio BURLINGTON, VT 165,058165.1k $10.5m $10.5m 1.40% Added +7.3k +7,259
8 DeDora Capital, Inc. 2.54% of their portfolio Napa, CA 153,776153.8k $9.7m $9.7m 2.54% Reduced -494 -494
9 Modera Wealth Management, LLC 0.11% of their portfolio WESTWOOD, NJ 143,858143.9k $9.1m $9.1m 0.11% Reduced -4.1k -4,104
10 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 128,360128.4k $8.1m $8.1m 0.04% Added +14.2k +14,194
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 120,960121.0k $7.7m $7.7m 0.01% Added +9.2k +9,239
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 111,164111.2k $7.0m $7.0m 0.03% Reduced -3.4k -3,364
13 Stewardship Advisors, LLC 1.50% of their portfolio MOUNT JOY, PA 93,27093.3k $5.9m $5.9m 1.50% Reduced -2.6k -2,596
14 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 87,67387.7k $5.6m $5.6m 0.01% Reduced -46.3k -46,300
15 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 76,02976.0k $4.8m $4.8m 0.01% New
16 Human Investing LLC 0.59% of their portfolio LAKE OSWEGO, OR 58,88858.9k $3.7m $3.7m 0.59% Added +2.0k +2,042
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 57,96258.0k $3.7m $3.7m 0.00% Added +12.3k +12,289
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 57,90257.9k $3.7m $3.7m 0.00% Added +43.0k +42,961
19 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 56,59056.6k $3.6m $3.6m 0.01% Added +675 +675
20 ST GERMAIN D J CO INC 0.14% of their portfolio SPRINGFIELD, MA 51,13151.1k $3.2m $3.2m 0.14% Added +4.2k +4,154
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 50,91050.9k $3.2m $3.2m 0.00% Reduced -543 -543
22 RAFFA WEALTH MANAGEMENT, LLC 0.55% of their portfolio WASHINGTON, DC 43,29443.3k $2.7m $2.7m 0.55% Added +1.5k +1,540
23 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 36,15036.1k $2.3m $2.3m 0.02% New
24 Team Hewins, LLC 0.79% of their portfolio FOSTER CITY, CA 34,74634.7k $2.2m $2.2m 0.79% Added +358 +358
25 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 33,19133.2k $2.1m $2.1m 0.01% Added +1.0k +1,015
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,92032.9k $2.1m $2.1m 0.00% Added +23.9k +23,940
27 Stephens Consulting, LLC 0.41% of their portfolio FLINT, MI 27,09827.1k $1.7m $1.7m 0.41% Added +5.3k +5,286
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 26,35126.4k $1.7m $1.7m 0.00% Added +1.2k +1,240
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,52725.5k $1.6m $1.6m 0.00% Added +474 +474
30 BetterWealth, LLC 0.37% of their portfolio SAN JOSE, CA 22,99023.0k $1.5m $1.5m 0.37% Added +222 +222
31 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 20,32120.3k $1.3m $1.3m 0.03% Reduced -2.1k -2,128
32 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 18,18918.2k $1.2m $1.2m 0.01% Added +4.2k +4,229
33 Level Financial Advisors 0.35% of their portfolio EAST AMHERST, NY 17,80617.8k $1.1m $1.1m 0.35% Reduced -271 -271
34 Scott Capital Advisors, LLC 0.25% of their portfolio PORTLAND, OR 14,91014.9k $938.2k $938.2k 0.25% Added +190 +190
35 Farrell Financial LLC 0.62% of their portfolio ORCHARD PARK, NY 14,55614.6k $922.9k $922.9k 0.62% Added +3.2k +3,216
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,85213.9k $878.2k $878.2k 0.00% Reduced -985 -985
37 Clarity Wealth Development LLC 0.86% of their portfolio Corvallis, OR 13,59313.6k $861.8k $861.8k 0.86% Added +1.1k +1,059
38 West Financial Advisors, LLC 0.15% of their portfolio DES MOINES, IA 13,39413.4k $849.2k $849.2k 0.15% Added +7 +7
39 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 12,99613.0k $824.0k $824.0k 0.03% Added +47 +47
40 NOVARE CAPITAL MANAGEMENT LLC 0.07% of their portfolio CHARLOTTE, NC 12,89012.9k $817.2k $817.2k 0.07% Added +1.5k +1,485
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,42911.4k $724.6k $724.6k 0.00% Reduced -160 -160
42 CURIO WEALTH, LLC 0.31% of their portfolio ANNAPOLIS, MD 11,01711.0k $698.5k $698.5k 0.31% Added +11.0k +11,012
43 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,88610.9k $690.0k $690.0k 0.00% Added +710 +710
44 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 10,68510.7k $677.4k $677.4k 0.01% Added +643 +643
45 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 10,21610.2k $647.7k $647.7k 0.01% Reduced -97.6k -97,614
46 Walkner Condon Financial Advisors LLC 0.12% of their portfolio MADISON, WI 10,06110.1k $637.9k $637.9k 0.12% Added +646 +646
47 Equita Financial Network, Inc. 0.24% of their portfolio FORT WASHINGTON, PA 9,3889.4k $595.2k $595.2k 0.24% Added +3.0k +2,999
48 Willow Creek Wealth Management Inc. 0.05% of their portfolio Sebastopol, CA 8,7278.7k $553.3k $553.3k 0.05% Added +289 +289
49 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,6498.6k $548.0k $548.0k 0.00% Reduced -432 -432
50 Csenge Advisory Group 0.03% of their portfolio CLEARWATER, FL 8,5378.5k $534.0k $534.0k 0.03% Added +25 +25
51 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,3818.4k $531.3k $531.3k 0.00% Reduced -169 -169
52 VERUS WEALTH MANAGEMENT, LLC 0.53% of their portfolio DE PERE, WI 8,3258.3k $527.8k $527.8k 0.53% Added +3.9k +3,905
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,9157.9k $501.8k $501.8k 0.00% Unchanged
54 MERITAGE PORTFOLIO MANAGEMENT 0.03% of their portfolio OVERLAND PARK, KS 7,8287.8k $496.3k $496.3k 0.03% Added +3.3k +3,270
55 Shotwell Rutter Baer Inc 0.33% of their portfolio LANSING, MI 7,7507.8k $488.6k $488.6k 0.33% Reduced -64 -64
56 Rehmann Capital Advisory Group 0.03% of their portfolio LANSING, MI 7,4327.4k $471.2k $471.2k 0.03% Added +79 +79
57 VALLEY NATIONAL ADVISERS INC 0.08% of their portfolio BETHLEHEM, PA 7,3967.4k $468.0k $468.0k 0.08% Added +146 +146
58 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 7,3857.4k $468.2k $468.2k 0.00% Reduced -12 -12
59 Carr Financial Group Corp 0.13% of their portfolio WORCESTER, MA 7,1577.2k $453.8k $453.8k 0.13% Added +59 +59
60 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,6056.6k $418.8k $418.8k 0.00% Added +307 +307
61 Essential Planning, LLC. 0.15% of their portfolio PORTSMOUTH, NH 6,4986.5k $412.0k $412.0k 0.15% Added +205 +205
62 Betterment LLC 0.00% of their portfolio NEW YORK, NY 6,2196.2k $394.0k $394.0k 0.00% Added +964 +964
63 Financial Futures Ltd Liability Co. 0.19% of their portfolio BRIELLE, NJ 5,7215.7k $362.7k $362.7k 0.19% Reduced -1.2k -1,189
64 CRUX WEALTH ADVISORS 0.15% of their portfolio LONG BEACH, CA 5,6605.7k $358.8k $358.8k 0.15% New
65 American Investment Services, Inc. 0.09% of their portfolio GREAT BARRINGTON, MA 5,6105.6k $355.7k $355.7k 0.09% Unchanged
66 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 5,6025.6k $355.2k $355.2k 0.01% Unchanged
67 Summit Wealth Group, LLC 0.09% of their portfolio WHITE RIVER JUNCTION, VT 5,6025.6k $355.0k $355.0k 0.09% Unchanged
68 Joel Adams & Associates, Inc. 0.29% of their portfolio ASHEVILLE, NC 5,2425.2k $332.3k $332.3k 0.29% Unchanged
69 25 LLC 0.12% of their portfolio ST. LOUIS, MO 5,2085.2k $330.2k $330.2k 0.12% New
70 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 5,0265.0k $318.6k $318.6k 0.01% Reduced -6.6k -6,644
71 Keudell/Morrison Wealth Management 0.07% of their portfolio Salem, OR 5,0165.0k $318.0k $318.0k 0.07% Added +181 +181
72 Live Oak Investment Partners 0.24% of their portfolio AUSTIN, TX 5,0135.0k $317.8k $317.8k 0.24% Unchanged
73 Parkworth Wealth Management, Inc. 0.23% of their portfolio LOS GATOS, CA 5,0095.0k $317.6k $317.6k 0.23% Added +1.8k +1,794
74 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 4,8924.9k $310.2k $310.2k 0.00% New
75 Bragg Financial Advisors, Inc 0.01% of their portfolio CHARLOTTE, NC 4,8854.9k $309.7k $309.7k 0.01% Added +1.2k +1,220
76 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,8434.8k $307.0k $307.0k 0.00% Added +319 +319
77 Drucker Wealth 3.0, LLC 0.06% of their portfolio WOODCLIFF LAKE, NJ 4,8254.8k $303.6k $303.6k 0.06% New
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,5644.6k $289.4k $289.4k 0.00% Reduced -151 -151
79 Charter Oak Capital Management, LLC 0.02% of their portfolio PORTSMOUTH, NH 4,3194.3k $273.9k $273.9k 0.02% Added +818 +818
80 XY Planning Network, Inc. 0.09% of their portfolio BOZEMAN, MT 4,0534.1k $256.9k $256.9k 0.09% Added +174 +174
81 Grove Street Fiduciary, LLC 0.12% of their portfolio PETERBOROUGH, NH 3,8613.9k $244.8k $244.8k 0.12% Reduced -197 -197
82 White Lighthouse Investment Management Inc. 0.04% of their portfolio BEDFORD, MA 3,8493.8k $244.0k $244.0k 0.04% Reduced -6.6k -6,571
83 KEYVANTAGE WEALTH, LLC 0.11% of their portfolio BETHLEHEM, PA 3,8353.8k $243.1k $243.1k 0.11% Reduced -72 -72
84 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 3,7153.7k $235.5k $235.5k 0.00% New
85 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 3,3993.4k $215.5k $215.5k 0.00% New
86 Milestone Investment Advisors LLC 0.05% of their portfolio MIDDLETON, WI 3,0103.0k $190.8k $190.8k 0.05% Added +640 +640
87 Fairway Wealth LLC 0.06% of their portfolio INDEPENDENCE, OH 2,9342.9k $186.0k $186.0k 0.06% Added +12 +12
88 Financial Gravity Companies, Inc. 0.02% of their portfolio Lakeway, TX 1,5041.5k $95.4k $95.4k 0.02% First filing
89 Princeton Global Asset Management LLC 0.02% of their portfolio PRINCETON, NJ 1,3571.4k $86.0k $86.0k 0.02% Reduced -19 -19
90 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3251.3k $84.0k $84.0k 0.00% Reduced -257 -257
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,2401.2k $78.6k $78.6k 0.00% Added +540 +540
92 WFA of San Diego, LLC 0.05% of their portfolio SAN DIEGO, CA 1,0061.0k $63.8k $63.8k 0.05% First filing
93 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,0001.0k $63.4k $63.4k 0.00% Unchanged
94 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 918918 $58.2k $58.2k 0.00% Added +8 +8
95 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 800800 $50.7k $50.7k 0.00% New
96 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 784784 $49.7k $49.7k 0.00% Added +18 +18
97 AllSquare Wealth Management LLC 0.02% of their portfolio ALBANY, NY 564564 $35.8k $35.8k 0.02% Unchanged
98 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 515515 $32.6k $32.6k 0.00% Added +6 +6
99 Tradewinds Capital Management, LLC 0.00% of their portfolio BELLINGHAM, WA 132132 $8.4k $8.4k 0.00% Added +25 +25
100 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 131131 $8.3k $8.3k 0.00% Added +2 +2