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 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.3K+ 68.31% |
$163K - $185K
|
8.12K
$479K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.18K+ 3.12% |
$158K - $179K
|
105K
$6.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.18K+ 4.81% |
$158K - $179K
|
69.4K
$4.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.13K+ 20.82% |
$155K - $175K
|
18.1K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.11K+ 6.77% |
$154K - $175K
|
49.1K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.11K+ 6.24% |
$154K - $175K
|
53K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.1K+ 2.46% |
$154K - $174K
|
129K
$7.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.09K+ 7.79% |
$153K - $173K
|
42.8K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.97K+ 76.76% |
$147K - $167K
|
6.84K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
2.87K+ 1.29% |
$142K - $161K
|
226K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 9.49% |
$142K - $161K
|
33K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.72K+ 1.34% |
$135K - $152K
|
206K
$12.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.71K+ 4.97% |
$134K - $152K
|
57.3K
$3.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.62K+ 1.26% |
$130K - $147K
|
211K
$12.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.62K+ 5.7% |
$130K - $147K
|
48.5K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.59K+ 0.21% |
$128K - $145K
|
1.26M
$74.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.58K+ 6.94% |
$128K - $145K
|
39.7K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.52K+ 7.27% |
$125K - $141K
|
37.2K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 4.4% |
$124K - $140K
|
59.2K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.48K+ 6.3% |
$123K - $139K
|
41.9K
$2.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.45K+ 9.84% |
$122K - $138K
|
27.4K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.39K+ 0.41% |
$119K - $134K
|
586K
$34.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.3K+ 28725.0% |
$114K - $129K
|
2.31K
$136K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.26K+ 9.05% |
$112K - $127K
|
27.2K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.26K+ 6.86% |
$112K - $127K
|
35.2K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.25K+ 44.36% |
$111K - $126K
|
7.31K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.24K+ 4.23% |
$111K - $126K
|
55.1K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.17K+ 12.04% |
$107K - $122K
|
20.1K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.14K+ 21.33% |
$106K - $120K
|
12.2K
$718K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 7.65% |
$105K - $118K
|
29.7K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.06K+ 1.53% |
$102K - $115K
|
137K
$8.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.99K+ 2.76% |
$98.8K - $112K
|
74.2K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.99K+ 1.01% |
$98.7K - $112K
|
199K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.99K+ 13.83% |
$98.4K - $111K
|
16.3K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.98KNew |
$98.3K - $111K
|
1.98K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.93K+ 11.63% |
$95.7K - $108K
|
18.5K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.88KNew |
$93.3K - $106K
|
1.88K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.88K+ 8.79% |
$93.1K - $105K
|
23.3K
$1.37M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.84K+ 1.26% |
$91.3K - $103K
|
148K
$8.75M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.81KNew |
$89.7K - $102K
|
1.81K
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.78K+ 11.8% |
$88.3K - $100K
|
16.9K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.78K+ 19.34% |
$88.3K - $100K
|
11K
$648K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.77K+ 23.63% |
$87.9K - $99.5K
|
9.28K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.77K+ 2.0% |
$87.7K - $99.3K
|
90.2K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.77K+ 25.64% |
$87.5K - $99.1K
|
8.65K
$510K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.74KNew |
$86.5K - $97.9K
|
1.74K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.73K+ 2.64% |
$85.7K - $97K
|
67.1K
$3.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.69K+ 1.39% |
$83.8K - $94.9K
|
124K
$7.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.23% |
$80.9K - $91.7K
|
134K
$7.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.5K+ 0.74% |
$74.2K - $84K
|
203K
$12M
|