Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
102+ 0.88% |
$5.37K - $5.72K
|
11.7K
$672K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
102+ 0.72% |
$5.37K - $5.72K
|
14.3K
$818K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
96+ 0.6% |
$5.05K - $5.38K
|
16.1K
$919K
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
92+ 1.14% |
$4.84K - $5.16K
|
8.19K
$468K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
92New |
$4.84K - $5.16K
|
92
$5.26K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
91+ 0.5% |
$4.79K - $5.1K
|
18.3K
$1.04M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91+ 0.03% |
$4.79K - $5.1K
|
358K
$20.5M
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
90+ 0.8% |
$4.74K - $5.04K
|
11.3K
$646K
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
89+ 1.14% |
$4.68K - $4.99K
|
7.9K
$452K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
86+ 1.59% |
$4.53K - $4.82K
|
5.5K
$314K
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
86+ 1.13% |
$4.53K - $4.82K
|
7.67K
$439K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
84+ 0.57% |
$4.42K - $4.71K
|
14.8K
$846K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
83+ 1.12% |
$4.37K - $4.65K
|
7.51K
$429K
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
80+ 1.01% |
$4.21K - $4.48K
|
8K
$457K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
75+ 1.46% |
$3.95K - $4.2K
|
5.21K
$298K
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
75+ 0.09% |
$3.95K - $4.2K
|
87K
$4.98M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
69+ 0.07% |
$3.63K - $3.87K
|
103K
$5.87M
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
68+ 1.01% |
$3.58K - $3.81K
|
6.78K
$388K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
63+ 0.38% |
$3.32K - $3.53K
|
16.7K
$956K
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
62+ 1.14% |
$3.26K - $3.47K
|
5.49K
$314K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
62+ 0.33% |
$3.26K - $3.47K
|
18.9K
$1.08M
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
61+ 1.11% |
$3.21K - $3.42K
|
5.54K
$317K
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
57+ 0.55% |
$3K - $3.19K
|
10.5K
$601K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
55+ 0.25% |
$2.89K - $3.08K
|
22.1K
$1.26M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
52+ 1.16% |
$2.74K - $2.91K
|
4.52K
$259K
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.13% |
$2.68K - $2.86K
|
4.56K
$261K
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 1.13% |
$2.63K - $2.8K
|
4.49K
$257K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.01% |
$2.63K - $2.8K
|
5.02K
$287K
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 1.05% |
$2.63K - $2.8K
|
4.8K
$275K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
47+ 0.27% |
$2.47K - $2.63K
|
17.8K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
47+ 0.46% |
$2.47K - $2.63K
|
10.3K
$590K
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
46+ 0.07% |
$2.42K - $2.58K
|
63.1K
$3.61M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
44+ 0.21% |
$2.32K - $2.47K
|
21.1K
$1.21M
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
44+ 0.96% |
$2.32K - $2.47K
|
4.62K
$264K
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
40+ 0.8% |
$2.1K - $2.24K
|
5.04K
$288K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
40+ 1.12% |
$2.1K - $2.24K
|
3.62K
$207K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
38+ 0.6% |
$2K - $2.13K
|
6.34K
$363K
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
35+ 0.75% |
$1.84K - $1.96K
|
4.72K
$270K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
33+ 0.69% |
$1.74K - $1.85K
|
4.83K
$277K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32+ 0.8% |
$1.68K - $1.79K
|
4.04K
$231K
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
32+ 1.04% |
$1.68K - $1.79K
|
3.11K
$178K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
31+ 0.74% |
$1.63K - $1.74K
|
4.2K
$240K
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
29+ 0.77% |
$1.53K - $1.63K
|
3.78K
$216K
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.26% |
$1.42K - $1.51K
|
10.2K
$585K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.5% |
$1.37K - $1.46K
|
5.25K
$300K
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.25% |
$1.37K - $1.46K
|
10.3K
$587K
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25+ 0.09% |
$1.32K - $1.4K
|
27.9K
$1.59M
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
25+ 0.54% |
$1.32K - $1.4K
|
4.68K
$268K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 1.11% |
$1.26K - $1.34K
|
2.18K
$125K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
20+ 35.09% |
$1.05K - $1.12K
|
77
$4.4K
|