Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
16.9K+ 306.7% |
$875K - $957K
|
22.5K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16.9KNew |
$872K - $953K
|
16.9K
$999K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.97% |
$869K - $950K
|
584K
$34.5M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.6KNew |
$858K - $938K
|
16.6K
$983K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4K+ 665.56% |
$850K - $929K
|
18.9K
$1.12M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
16.3K+ 3.57% |
$843K - $921K
|
473K
$28M
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
16.2K+ 5.36% |
$838K - $916K
|
319K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16K+ 14.45% |
$824K - $901K
|
126K
$7.48M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
15.7KNew |
$814K - $889K
|
15.7K
$932K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15.4K+ 4.06% |
$795K - $869K
|
395K
$23.4M
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
15.2KNew |
$786K - $859K
|
15.2K
$901K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$780K - $852K
|
15.1K
$893K
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
14.8K+ 125.13% |
$763K - $834K
|
26.6K
$1.57M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14.6KNew |
$756K - $826K
|
14.6K
$866K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13.9K+ 11.2% |
$719K - $786K
|
138K
$8.18M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
13.4K+ 1.26% |
$693K - $758K
|
1.08M
$63.9M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.4K+ 4.81% |
$692K - $757K
|
292K
$17.3M
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
13.3K+ 2.34% |
$684K - $748K
|
580K
$34.3M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.9K+ 20.4% |
$669K - $731K
|
76.4K
$4.52M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.2KNew |
$633K - $692K
|
12.2K
$725K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.2KNew |
$629K - $687K
|
12.2K
$720K
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
11.6K+ 49.29% |
$598K - $654K
|
35.1K
$2.08M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.6K+ 64.65% |
$598K - $654K
|
29.5K
$1.74M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.5K+ 4.63% |
$595K - $650K
|
260K
$15.4M
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
11.5K+ 2.18% |
$592K - $647K
|
537K
$31.8M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9K+ 3.4% |
$566K - $618K
|
333K
$19.7M
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
10.8K+ 2.13% |
$558K - $610K
|
518K
$30.7M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
9.88K+ 2.25% |
$510K - $558K
|
449K
$26.6M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.68K+ 39.23% |
$500K - $547K
|
34.4K
$2.03M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.56K+ 1.89% |
$494K - $540K
|
514K
$30.5M
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.35K+ 9.89% |
$483K - $528K
|
104K
$6.15M
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
9.34K+ 4.37% |
$482K - $527K
|
223K
$13.2M
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.31K+ 3.99% |
$481K - $526K
|
243K
$14.4M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.21KNew |
$476K - $520K
|
9.21K
$545K
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9.18KNew |
$474K - $518K
|
9.18K
$543K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.14K+ 24.85% |
$472K - $516K
|
45.9K
$2.72M
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.79K+ 173.99% |
$454K - $496K
|
13.8K
$819K
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
8.3K+ 1.26% |
$429K - $469K
|
667K
$39.5M
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
8.3K+ 3.9% |
$429K - $468K
|
221K
$13.1M
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.2K+ 29.75% |
$423K - $463K
|
35.7K
$2.12M
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.16KNew |
$422K - $461K
|
8.16K
$483K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.08K+ 30.42% |
$417K - $456K
|
34.6K
$2.05M
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
8.08K+ 147.02% |
$417K - $456K
|
13.6K
$803K
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.77K+ 11.07% |
$402K - $439K
|
78K
$4.62M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.7KNew |
$398K - $435K
|
7.7K
$456K
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.7K+ 1.2% |
$398K - $435K
|
647K
$38.3M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.67K+ 10.22% |
$396K - $433K
|
82.7K
$4.9M
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
7.59KNew |
$392K - $428K
|
7.59K
$449K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7.54K+ 83.81% |
$389K - $426K
|
16.5K
$979K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.38K+ 2.51% |
$381K - $417K
|
302K
$17.9M
|