Purchases and Sales Made in Q1 2023 in Vanguard Ftse All World Ex Us (VEU)
This table provides information about the institutional ownership of Vanguard Ftse All World Ex Us (VEU) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE ALL- WORLD EX-US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 5.47% |
$1.12M - $1.22M
|
428K
$25.5M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.1KNew |
$1.12M - $1.22M
|
22.1K
$1.32M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.7K+ 27.74% |
$1.1M - $1.2M
|
100K
$5.95M
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.6KNew |
$1.09M - $1.19M
|
21.6K
$1.28M
|
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
BUY
|
- |
21K+ 30.88% |
$1.06M - $1.16M
|
89K
$5.3M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.7K+ 6.06% |
$1.05M - $1.14M
|
363K
$21.6M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$1.04M - $1.13M
|
20.5K
$1.22M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20.4K+ 240.78% |
$1.03M - $1.12M
|
28.8K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 1.74% |
$984K - $1.07M
|
1.14M
$67.9M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.3KNew |
$974K - $1.06M
|
19.3K
$1.15M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.2K+ 3.56% |
$970K - $1.06M
|
560K
$33.4M
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
19.2K+ 10.0% |
$970K - $1.06M
|
212K
$12.6M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.6K+ 61.66% |
$938K - $1.02M
|
48.8K
$2.9M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
18.4K+ 21.34% |
$929K - $1.01M
|
105K
$6.23M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.2K+ 0.61% |
$916K - $1M
|
2.99M
$178M
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
17.9KNew |
$903K - $986K
|
17.9K
$1.07M
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17.7K+ 7.05% |
$893K - $975K
|
269K
$16M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.6K+ 22.3% |
$887K - $968K
|
96.5K
$5.74M
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5KNew |
$882K - $962K
|
17.5K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.5K+ 11.1% |
$881K - $961K
|
175K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16.9K+ 33.34% |
$851K - $929K
|
67.5K
$4.02M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.9KNew |
$802K - $875K
|
15.9K
$946K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
15.8K+ 3.66% |
$798K - $871K
|
449K
$26.7M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
15.6K+ 4.66% |
$784K - $856K
|
349K
$20.8M
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
15.5K+ 2.45% |
$783K - $855K
|
649K
$38.6M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
15.4K+ 106.49% |
$777K - $848K
|
29.9K
$1.78M
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
14.3KNew |
$719K - $785K
|
14.3K
$849K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
13.7KNew |
$689K - $752K
|
13.7K
$813K
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.6K+ 10.44% |
$684K - $746K
|
143K
$8.54M
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
13.2K+ 2.78% |
$666K - $727K
|
488K
$29.1M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.2K+ 51.46% |
$666K - $727K
|
38.9K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.2K+ 16.59% |
$663K - $724K
|
92.4K
$5.5M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13KNew |
$655K - $715K
|
13K
$773K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12.5KNew |
$631K - $688K
|
12.5K
$745K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
12.4K+ 13.5% |
$628K - $685K
|
105K
$6.23M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
12.4K+ 53.41% |
$625K - $682K
|
35.6K
$2.12M
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
12.3K+ 12.17% |
$618K - $675K
|
113K
$6.72M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.2KNew |
$614K - $670K
|
12.2K
$725K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
11.7K+ 140.78% |
$591K - $645K
|
20K
$1.19M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.6K+ 30.28% |
$584K - $637K
|
49.8K
$2.96M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11.5K+ 11.61% |
$582K - $636K
|
111K
$6.61M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11.3KNew |
$570K - $622K
|
11.3K
$672K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
11.2K+ 1330.05% |
$565K - $616K
|
12K
$717K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.8K+ 2.11% |
$544K - $594K
|
522K
$31M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.4KNew |
$527K - $575K
|
10.4K
$622K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$516K - $563K
|
10.2K
$609K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$515K - $562K
|
10.2K
$608K
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
10.2K+ 1.25% |
$512K - $559K
|
821K
$48.8M
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.93K+ 2.84% |
$501K - $547K
|
359K
$21.4M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.9K+ 29.15% |
$499K - $545K
|
43.9K
$2.61M
|