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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.45K+ 2.54% |
$124K - $135K
|
99K
$5.87M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 38.92% |
$121K - $132K
|
8.59K
$509K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.39K+ 5.33% |
$120K - $131K
|
47.2K
$2.79M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.37K+ 2.4% |
$120K - $131K
|
101K
$5.99M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.32KNew |
$117K - $127K
|
2.32K
$137K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.23K+ 11.22% |
$113K - $123K
|
22.1K
$1.31M
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 8.25% |
$105K - $115K
|
27.4K
$1.62M
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2K+ 1.77% |
$101K - $110K
|
115K
$6.81M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.99K+ 10.4% |
$100K - $109K
|
21.1K
$1.25M
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.96% |
$99.5K - $109K
|
68.7K
$4.07M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.96K+ 0.57% |
$98.8K - $108K
|
343K
$20.4M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.91KNew |
$96.3K - $105K
|
1.91K
$113K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.9KNew |
$95.8K - $105K
|
1.9K
$113K
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
1.88K+ 0.4% |
$94.6K - $103K
|
467K
$27.7M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 32.69% |
$94K - $103K
|
7.57K
$448K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.83K+ 2.13% |
$92.4K - $101K
|
88K
$5.22M
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.83K+ 8.12% |
$92K - $100K
|
24.3K
$1.44M
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.8K+ 17.0% |
$91K - $99.3K
|
12.4K
$736K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.8K+ 11.65% |
$90.7K - $99K
|
17.2K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.72K+ 3.42% |
$86.8K - $94.7K
|
52K
$3.08M
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
1.71K+ 0.2% |
$86.1K - $94K
|
838K
$49.7M
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 5.31% |
$84.9K - $92.7K
|
33.4K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.67K+ 12.1% |
$84.4K - $92.1K
|
15.5K
$919K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.66K+ 0.86% |
$83.5K - $91.2K
|
194K
$11.5M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.6KNew |
$80.8K - $88.2K
|
1.6K
$94.9K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.59K+ 4.7% |
$80.2K - $87.5K
|
35.4K
$2.1M
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.81% |
$76.7K - $83.8K
|
41.5K
$2.46M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 15.0% |
$76.2K - $83.2K
|
11.6K
$687K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.49K+ 7.79% |
$75K - $81.8K
|
20.6K
$1.22M
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.49K+ 1.74% |
$74.9K - $81.8K
|
86.9K
$5.15M
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.48K+ 3.29% |
$74.4K - $81.2K
|
46.3K
$2.74M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.38K+ 0.11% |
$69.6K - $75.9K
|
1.24M
$73.5M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.38K+ 4.62% |
$69.5K - $75.9K
|
31.2K
$1.85M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.37K+ 29.75% |
$69.1K - $75.4K
|
5.98K
$354K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.33K+ 5.72% |
$67.2K - $73.3K
|
24.6K
$1.46M
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.33K+ 7.65% |
$66.8K - $72.9K
|
18.7K
$1.11M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.32K+ 7.39% |
$66.5K - $72.6K
|
19.2K
$1.14M
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.27K+ 1.08% |
$63.9K - $69.7K
|
119K
$7.06M
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.26K+ 2.51% |
$63.7K - $69.6K
|
51.6K
$3.06M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.22K+ 1.51% |
$61.7K - $67.4K
|
82.2K
$4.87M
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 3.41% |
$60.7K - $66.3K
|
36.5K
$2.16M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.2K+ 9.83% |
$60.5K - $66K
|
13.4K
$794K
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.17K+ 3.46% |
$58.7K - $64.1K
|
34.8K
$2.06M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.1K+ 4.95% |
$55.5K - $60.6K
|
23.3K
$1.38M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.1K+ 10.72% |
$55.4K - $60.4K
|
11.3K
$672K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.1K+ 82.85% |
$55.3K - $60.4K
|
2.42K
$143K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 1653.03% |
$55K - $60K
|
1.16K
$68.6K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 14.42% |
$54.9K - $59.9K
|
8.63K
$512K
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.08K+ 19.46% |
$54.7K - $59.7K
|
6.65K
$394K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.06K+ 22.73% |
$53.3K - $58.2K
|
5.71K
$338K
|