Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
84+ 1.53% |
$4.16K - $4.72K
|
5.59K
$343K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
84+ 1.98% |
$4.16K - $4.72K
|
4.32K
$265K
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
76+ 0.11% |
$3.77K - $4.27K
|
69.1K
$4.24M
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
76+ 1.87% |
$3.77K - $4.27K
|
4.15K
$254K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
76+ 0.11% |
$3.77K - $4.27K
|
69.1K
$4.24M
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
76+ 1.8% |
$3.77K - $4.27K
|
4.3K
$264K
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
72+ 1.53% |
$3.57K - $4.04K
|
4.79K
$294K
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
70+ 0.44% |
$3.47K - $3.93K
|
16.1K
$990K
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.53% |
$3.47K - $3.93K
|
4.66K
$286K
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
65+ 1.37% |
$3.22K - $3.65K
|
4.81K
$295K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
65+ 0.59% |
$3.22K - $3.65K
|
11.2K
$685K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
59+ 0.65% |
$2.92K - $3.31K
|
9.12K
$559K
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
53+ 0.5% |
$2.63K - $2.98K
|
10.7K
$655K
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46+ 0.46% |
$2.28K - $2.58K
|
10K
$613K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
46New |
$2.28K - $2.58K
|
46
$2.82K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45New |
$2.23K - $2.53K
|
45
$2.76K
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.34% |
$2.18K - $2.47K
|
13K
$797K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43+ 1.02% |
$2.13K - $2.41K
|
4.26K
$261K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 1.18% |
$2.08K - $2.36K
|
3.61K
$221K
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
41+ 0.87% |
$2.03K - $2.3K
|
4.76K
$292K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 0.92% |
$1.83K - $2.08K
|
4.08K
$250K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
37New |
$1.83K - $2.08K
|
37
$2.27K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
35+ 0.89% |
$1.73K - $1.96K
|
3.95K
$242K
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
35+ 0.11% |
$1.73K - $1.96K
|
32.7K
$2M
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
34+ 0.39% |
$1.69K - $1.91K
|
8.65K
$531K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
33+ 0.7% |
$1.64K - $1.85K
|
4.73K
$290K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
33+ 1.08% |
$1.64K - $1.85K
|
3.08K
$189K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 0.46% |
$1.59K - $1.8K
|
7.01K
$430K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27+ 0.76% |
$1.34K - $1.52K
|
3.6K
$221K
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
23+ 0.45% |
$1.14K - $1.29K
|
5.12K
$314K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
21+ 0.44% |
$1.04K - $1.18K
|
4.77K
$293K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 0.9% |
$1.04K - $1.18K
|
2.36K
$145K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 0.5% |
$991 - $1.12K
|
4.01K
$246K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20+ 0.3% |
$991 - $1.12K
|
6.72K
$412K
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
19+ 1.54% |
$942 - $1.07K
|
1.26K
$77K
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
18+ 0.14% |
$892 - $1.01K
|
13K
$798K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18+ 1.53% |
$892 - $1.01K
|
1.2K
$73.3K
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
16+ 0.14% |
$793 - $898
|
11.7K
$717K
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.23% |
$793 - $898
|
7.05K
$432K
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14+ 0.36% |
$694 - $786
|
3.9K
$239K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13+ 0.14% |
$644 - $730
|
9.49K
$582K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 1.01% |
$644 - $730
|
1.3K
$79.6K
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
12+ 0.08% |
$595 - $674
|
15.7K
$964K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
11+ 0.42% |
$545 - $618
|
2.62K
$160K
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10+ 0.2% |
$496 - $561
|
5.11K
$313K
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10+ 0.1% |
$496 - $561
|
10.5K
$646K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 2.15% |
$496 - $561
|
475
$29.1K
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9+ 1.49% |
$446 - $505
|
615
$37.7K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
9+ 0.17% |
$446 - $505
|
5.38K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.22% |
$446 - $505
|
4.07K
$249K
|