Purchases and Sales Made in Q2 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.38K- 58.57% |
$106K - $112K
|
1.68K
$83.2K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.38K- 7.88% |
$106K - $113K
|
27.8K
$1.38M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.39K- 14.8% |
$107K - $113K
|
13.8K
$682K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.41K- 4.62% |
$108K - $114K
|
49.9K
$2.47M
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.42K- 0.78% |
$108K - $114K
|
308K
$15.2M
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.42K- 2.18% |
$108K - $114K
|
108K
$5.37M
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 0.19% |
$108K - $115K
|
1.26M
$62.2M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.43K- 21.23% |
$108K - $115K
|
9.01K
$446K
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.43K- 4.25% |
$108K - $115K
|
54.8K
$2.71M
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.45K- 33.47% |
$109K - $116K
|
4.87K
$241K
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.49K- 5.14% |
$111K - $118K
|
46K
$2.28M
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 3.09% |
$111K - $118K
|
78.3K
$3.88M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.51K- 2.18% |
$112K - $119K
|
113K
$5.57M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.51K- 2.8% |
$112K - $119K
|
87.2K
$4.32M
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.53K- 21.6% |
$113K - $120K
|
9.18K
$455K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.55K- 2.2% |
$114K - $121K
|
113K
$5.61M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.57K- 1.7% |
$114K - $121K
|
148K
$7.33M
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.58K- 2.12% |
$115K - $122K
|
119K
$5.89M
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.61K- 3.58% |
$116K - $123K
|
70.1K
$3.47M
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.61K- 8.09% |
$117K - $124K
|
29.7K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2.67K- 5.29% |
$119K - $126K
|
47.8K
$2.37M
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.74K- 12.32% |
$122K - $130K
|
19.5K
$965K
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.79K- 22.24% |
$124K - $132K
|
9.74K
$482K
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-2.79K- 4.0% |
$125K - $132K
|
67K
$3.32M
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.81K- 4.93% |
$126K - $133K
|
54.2K
$2.68M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.82K- 10.3% |
$126K - $133K
|
24.5K
$1.21M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.82K- 19.36% |
$126K - $133K
|
11.7K
$581K
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.88K- 22.82% |
$128K - $136K
|
9.73K
$482K
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.96K- 34.33% |
$132K - $140K
|
5.67K
$280K
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.97K- 1.62% |
$133K - $141K
|
180K
$8.91M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.97K- 3.13% |
$133K - $141K
|
91.8K
$4.55M
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 1.32% |
$134K - $143K
|
225K
$11.2M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.05K- 2.55% |
$136K - $144K
|
116K
$5.76M
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-3.08K- 1.44% |
$138K - $146K
|
211K
$10.4M
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.1K- 1.61% |
$138K - $147K
|
189K
$9.35M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.11K- 1.66% |
$139K - $147K
|
184K
$9.09M
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 5.59% |
$139K - $148K
|
52.8K
$2.61M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.31% |
$140K - $148K
|
91.2K
$4.52M
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.16K- 3.19% |
$141K - $150K
|
96K
$4.75M
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.17K- 4.89% |
$142K - $150K
|
61.7K
$3.05M
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.19K- 12.6% |
$143K - $151K
|
22.2K
$1.1M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-3.19K- 3.11% |
$143K - $151K
|
99.6K
$4.93M
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 2.07% |
$143K - $151K
|
151K
$7.48M
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.21K- 3.09% |
$143K - $152K
|
101K
$4.99M
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-3.21K- 0.68% |
$143K - $152K
|
466K
$23.1M
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-3.23K- 2.81% |
$144K - $153K
|
111K
$5.52M
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-3.25K- 20.66% |
$145K - $154K
|
12.5K
$618K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-3.25K- 1.71% |
$145K - $154K
|
187K
$9.24M
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.26K- 19.01% |
$146K - $154K
|
13.9K
$688K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.32K- 40.14% |
$148K - $157K
|
4.95K
$245K
|