Purchases and Sales Made in Q1 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE DEVELOPED MARKET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
49+ 0.2% |
$2.07K - $2.26K
|
24.6K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.9K - $2.08K
|
45
$2.24K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 1.83% |
$1.86K - $2.03K
|
2.45K
$122K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
43New |
$1.81K - $1.99K
|
43
$2.14K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
38+ 0.21% |
$1.6K - $1.75K
|
18.5K
$920K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
38+ 0.3% |
$1.6K - $1.75K
|
12.7K
$630K
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
38+ 0.38% |
$1.6K - $1.75K
|
10.2K
$505K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
35+ 0.08% |
$1.48K - $1.62K
|
45.5K
$2.26M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35+ 5.07% |
$1.48K - $1.62K
|
726
$36.1K
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
34+ 0.63% |
$1.43K - $1.57K
|
5.42K
$269K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32+ 106.67% |
$1.35K - $1.48K
|
62
$3.08K
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
31+ 0.36% |
$1.31K - $1.43K
|
8.54K
$424K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
28+ 0.38% |
$1.18K - $1.29K
|
7.39K
$367K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
27+ 0.17% |
$1.14K - $1.25K
|
15.6K
$775K
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
26+ 0.22% |
$1.1K - $1.2K
|
11.6K
$577K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26+ 0.43% |
$1.1K - $1.2K
|
6.14K
$305K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
23+ 0.32% |
$971 - $1.06K
|
7.24K
$360K
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
23+ 0.37% |
$971 - $1.06K
|
6.26K
$311K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
21+ 0.03% |
$886 - $970
|
66.5K
$3.31M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
20+ 0.12% |
$844 - $923
|
16.7K
$832K
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$802 - $877
|
5.36K
$266K
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
18+ 5.61% |
$760 - $831
|
339
$16.8K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
18+ 0.3% |
$760 - $831
|
5.97K
$296K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17+ 0.25% |
$717 - $785
|
6.71K
$334K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 0.37% |
$675 - $739
|
4.36K
$217K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
15+ 0.13% |
$633 - $693
|
11.2K
$557K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 2.67% |
$591 - $646
|
538
$26.7K
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
14+ 0.04% |
$591 - $646
|
32.1K
$1.6M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 0.07% |
$591 - $646
|
20.6K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
12+ 0.11% |
$506 - $554
|
11K
$548K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
12+ 2.5% |
$506 - $554
|
492
$24.5K
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.01% |
$464 - $508
|
154K
$7.67M
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.08% |
$464 - $508
|
14.5K
$722K
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 0.07% |
$464 - $508
|
16.5K
$821K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 0.45% |
$380 - $416
|
1.99K
$98.9K
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.39% |
$253 - $277
|
1.53K
$76.1K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.35% |
$211 - $231
|
1.45K
$71.8K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.17% |
$211 - $231
|
2.95K
$147K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.38% |
$211 - $231
|
1.33K
$66.2K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$211 - $231
|
9.28K
$461K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 0.38% |
$211 - $231
|
1.32K
$65.8K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.14% |
$211 - $231
|
3.67K
$182K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.28% |
$169 - $185
|
1.45K
$72.1K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.35% |
$169 - $185
|
1.14K
$56.7K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.06% |
$169 - $185
|
6.4K
$318K
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
$169 - $185
|
1.13K
$56.1K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.01% |
$127 - $139
|
32.9K
$1.64M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.01% |
$127 - $139
|
25.1K
$1.25M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.35% |
$127 - $139
|
859
$42.7K
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
3+ 0.06% |
$127 - $139
|
5.31K
$264K
|