Purchases and Sales Made in Q4 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.21KNew |
$341K - $394K
|
8.21K
$421K
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.18KNew |
$340K - $392K
|
8.18K
$419K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
8.17K+ 0.83% |
$340K - $392K
|
997K
$51.1M
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
8.16K+ 2.69% |
$339K - $391K
|
312K
$16M
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.12K+ 4.49% |
$338K - $390K
|
189K
$9.69M
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.11K+ 4.79% |
$337K - $389K
|
177K
$9.09M
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
8.1KNew |
$337K - $389K
|
8.1K
$415K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.08K+ 0.29% |
$336K - $388K
|
2.82M
$145M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.07K+ 19.17% |
$335K - $387K
|
50.1K
$2.57M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.94KNew |
$330K - $381K
|
7.94K
$407K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
7.9K+ 3.51% |
$328K - $379K
|
233K
$11.9M
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.89KNew |
$328K - $378K
|
7.89K
$404K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.87K+ 11.78% |
$327K - $378K
|
74.7K
$3.83M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.86K+ 4.17% |
$327K - $377K
|
197K
$10.1M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
7.79K+ 126.19% |
$324K - $374K
|
14K
$716K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7.76KNew |
$323K - $372K
|
7.76K
$397K
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
7.75KNew |
$322K - $372K
|
7.75K
$397K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
7.67KNew |
$319K - $368K
|
7.67K
$393K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.65K+ 2.3% |
$318K - $367K
|
341K
$17.5M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.61KNew |
$317K - $365K
|
7.61K
$390K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
7.59K+ 4.15% |
$316K - $364K
|
190K
$9.75M
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.56K+ 0.5% |
$314K - $363K
|
1.52M
$77.9M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.54K+ 11.25% |
$314K - $362K
|
74.6K
$3.82M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.51K+ 6.03% |
$312K - $360K
|
132K
$6.76M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.44K+ 0.13% |
$310K - $357K
|
5.83M
$299M
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
7.44K+ 150.14% |
$309K - $357K
|
12.4K
$635K
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.42KNew |
$309K - $356K
|
7.42K
$380K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
7.42K+ 5.23% |
$308K - $356K
|
149K
$7.65M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.39K+ 44.26% |
$307K - $355K
|
24.1K
$1.23M
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.37K+ 2.94% |
$307K - $354K
|
258K
$13.2M
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.35K+ 6.89% |
$306K - $353K
|
114K
$5.85M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.34K+ 0.41% |
$305K - $352K
|
1.79M
$91.8M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.33K+ 0.67% |
$305K - $352K
|
1.1M
$56.2M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.3K+ 6.07% |
$304K - $350K
|
128K
$6.54M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.27K+ 1.8% |
$302K - $349K
|
410K
$21M
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
7.2KNew |
$299K - $345K
|
7.2K
$369K
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.19K+ 58.48% |
$299K - $345K
|
19.5K
$998K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
7.15K+ 20.0% |
$297K - $343K
|
42.9K
$2.2M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.15K+ 40.51% |
$297K - $343K
|
24.8K
$1.27M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.09K+ 35.6% |
$295K - $340K
|
27K
$1.38M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.01KNew |
$291K - $336K
|
7.01K
$359K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
6.98K+ 113.17% |
$290K - $335K
|
13.1K
$674K
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.98KNew |
$290K - $335K
|
6.98K
$358K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.92K+ 8.4% |
$288K - $332K
|
89.3K
$4.58M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.9KNew |
$287K - $331K
|
6.9K
$354K
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.89KNew |
$286K - $331K
|
6.89K
$353K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.83K+ 15.59% |
$284K - $328K
|
50.6K
$2.59M
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.74K+ 7.09% |
$280K - $323K
|
102K
$5.22M
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.69K+ 5.97% |
$278K - $321K
|
119K
$6.09M
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 5.73% |
$275K - $318K
|
122K
$6.26M
|