Purchases and Sales Made in Q1 2021 in Vanguard Intl Eqty Ftse All Wo (VSS)
This table provides information about the institutional ownership of Vanguard Intl Eqty Ftse All Wo (VSS) during Q1 2021. The information is specifically focused on institutions that hold shares of VANGUARD INTL EQTY FTSE ALL-WO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.37K+ 9133.33% |
$166K - $180K
|
1.39K
$162K
|
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.34K+ 74.8% |
$162K - $176K
|
3.14K
$366K
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.31K+ 11.52% |
$159K - $172K
|
12.7K
$1.48M
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.31K+ 11.52% |
$159K - $172K
|
12.7K
$1.48M
|
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.28K+ 3.4% |
$155K - $168K
|
39K
$4.55M
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
1.24K+ 22.72% |
$150K - $163K
|
6.69K
$781K
|
|
|
Apr 14, 2021
Q1 2021
|
Resource Planning Group
|
BUY
|
- |
1.2K+ 27.75% |
$145K - $157K
|
5.51K
$642K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 0.77% |
$130K - $141K
|
140K
$16.4M
|
|
|
Sep 15, 2021
Q1 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.07K+ 4.81% |
$129K - $140K
|
23.2K
$2.71M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.04K+ 13.36% |
$126K - $137K
|
8.83K
$1.03M
|
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.04K+ 5.05% |
$125K - $136K
|
21.5K
$2.51M
|
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
BUY
|
- |
1.03K+ 3.01% |
$124K - $135K
|
35.1K
$4.1M
|
|
|
May 12, 2021
Q1 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
910+ 26.43% |
$110K - $119K
|
4.35K
$508K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
812New |
$98.3K - $107K
|
812
$94.7K
|
|
|
May 18, 2021
Q1 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
811+ 166.53% |
$98.2K - $106K
|
1.3K
$151K
|
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
753+ 2.69% |
$91.2K - $98.8K
|
28.7K
$3.35M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
748+ 269.06% |
$90.6K - $98.1K
|
1.03K
$120K
|
|
|
May 17, 2021
Q1 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
687+ 3.89% |
$83.2K - $90.1K
|
18.3K
$2.14M
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
664+ 4.87% |
$80.4K - $87.1K
|
14.3K
$1.67M
|
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
632+ 15.64% |
$76.5K - $82.9K
|
4.67K
$545K
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
625+ 312.5% |
$75.7K - $82K
|
825
$96.3K
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
620+ 2.81% |
$75.1K - $81.3K
|
22.7K
$2.65M
|
|
|
Apr 23, 2021
Q1 2021
|
Divergent Planning, LLC
|
BUY
|
- |
596+ 0.8% |
$72.2K - $78.2K
|
75.6K
$8.82M
|
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
BUY
|
- |
596+ 5.25% |
$72.2K - $78.2K
|
11.9K
$1.39M
|
|
|
Apr 19, 2021
Q1 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
575+ 2.42% |
$69.6K - $75.4K
|
24.3K
$2.83M
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
571+ 8.11% |
$69.1K - $74.9K
|
7.61K
$888K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
560+ 6.84% |
$67.8K - $73.5K
|
8.75K
$1.02M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
559+ 9.82% |
$67.7K - $73.3K
|
6.25K
$730K
|
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
555+ 9.4% |
$67.2K - $72.8K
|
6.46K
$753K
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
531+ 0.62% |
$64.3K - $69.7K
|
85.9K
$10M
|
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
508+ 25.16% |
$61.5K - $66.6K
|
2.53K
$295K
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500New |
$60.5K - $65.6K
|
500
$58.3K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
476+ 8.91% |
$57.6K - $62.5K
|
5.82K
$679K
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
465+ 1.85% |
$56.3K - $61K
|
25.6K
$2.98M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
445+ 7.94% |
$53.9K - $58.4K
|
6.05K
$706K
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
442+ 6.81% |
$53.5K - $58K
|
6.93K
$809K
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
437+ 10.73% |
$52.9K - $57.3K
|
4.51K
$526K
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
422+ 3.91% |
$51.1K - $55.4K
|
11.2K
$1.31M
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
- |
420+ 420.0% |
$50.8K - $55.1K
|
520
$60.7K
|
|
|
Apr 14, 2021
Q1 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
406+ 7.98% |
$49.2K - $53.3K
|
5.49K
$641K
|
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
BUY
|
- |
400+ 3.97% |
$48.4K - $52.5K
|
10.5K
$1.22M
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
388New |
$47K - $50.9K
|
388
$45.3K
|
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
367New |
$44.4K - $48.2K
|
367
$42.8K
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
350New |
$42.4K - $45.9K
|
350
$40.8K
|
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
310+ 10.76% |
$37.5K - $40.7K
|
3.19K
$372K
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
300New |
$36.3K - $39.4K
|
300
$35K
|
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
299+ 0.51% |
$36.2K - $39.2K
|
59K
$6.89M
|
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
297+ 0.76% |
$36K - $39K
|
39.4K
$4.6M
|
|
|
May 11, 2021
Q1 2021
|
Cim, LLC
|
BUY
|
- |
290+ 13.97% |
$35.1K - $38K
|
2.37K
$276K
|
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
290New |
$35.1K - $38K
|
290
$33.8K
|