Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
596New |
$65.3K - $69.6K
|
596
$68.4K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
579+ 1.89% |
$63.4K - $67.7K
|
31.3K
$3.59M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
558New |
$61.1K - $65.2K
|
558
$64K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
550+ 8.1% |
$60.3K - $64.3K
|
7.34K
$842K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
550New |
$60.3K - $64.3K
|
550
$63.1K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
549+ 19.9% |
$60.2K - $64.2K
|
3.31K
$380K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
543+ 9.39% |
$59.5K - $63.5K
|
6.32K
$726K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
539+ 2.07% |
$59.1K - $63K
|
26.6K
$3.05M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
500+ 500.0% |
$54.8K - $58.4K
|
600
$68.9K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
497+ 6.48% |
$54.5K - $58.1K
|
8.17K
$937K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
482+ 0.4% |
$52.8K - $56.3K
|
121K
$13.8M
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
480+ 4.35% |
$52.6K - $56.1K
|
11.5K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
473+ 9.9% |
$51.8K - $55.3K
|
5.25K
$602K
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
464+ 1.93% |
$50.8K - $54.2K
|
24.6K
$2.82M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
460+ 1.31% |
$50.4K - $53.8K
|
35.7K
$4.09M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
449+ 10.01% |
$49.2K - $52.5K
|
4.94K
$566K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
444+ 12.5% |
$48.6K - $51.9K
|
4K
$459K
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
434+ 3.29% |
$47.6K - $50.7K
|
13.6K
$1.56M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
420New |
$46K - $49.1K
|
420
$48.2K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
416+ 1.87% |
$45.6K - $48.6K
|
22.7K
$2.6M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
414+ 3.77% |
$45.4K - $48.4K
|
11.4K
$1.31M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
407+ 15.99% |
$44.6K - $47.6K
|
2.95K
$339K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
407+ 308.33% |
$44.6K - $47.6K
|
539
$61.9K
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
382+ 14.69% |
$41.9K - $44.6K
|
2.98K
$342K
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
377+ 1.76% |
$41.3K - $44.1K
|
21.8K
$2.5M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
367+ 0.28% |
$40.2K - $42.9K
|
133K
$15.2M
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
357+ 12.17% |
$39.1K - $41.7K
|
3.29K
$378K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
350+ 2.7% |
$38.3K - $40.9K
|
13.3K
$1.53M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
335+ 14.23% |
$36.7K - $39.1K
|
2.69K
$309K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
329+ 29.77% |
$36K - $38.4K
|
1.43K
$165K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
324+ 12.89% |
$35.5K - $37.9K
|
2.84K
$326K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
307+ 77.53% |
$33.6K - $35.9K
|
703
$80.7K
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
295+ 3.7% |
$32.3K - $34.5K
|
8.27K
$950K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
289New |
$31.7K - $33.8K
|
289
$33.2K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
289+ 1.03% |
$31.7K - $33.8K
|
28.3K
$3.25M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
286+ 10.03% |
$31.3K - $33.4K
|
3.14K
$360K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
275+ 2.74% |
$30.1K - $32.1K
|
10.3K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
267+ 5.0% |
$29.3K - $31.2K
|
5.61K
$644K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
266+ 17.28% |
$29.1K - $31.1K
|
1.81K
$207K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
255+ 2.37% |
$27.9K - $29.8K
|
11K
$1.26M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
251+ 4.96% |
$27.5K - $29.3K
|
5.31K
$610K
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
232+ 6.02% |
$25.4K - $27.1K
|
4.09K
$469K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
230+ 1.41% |
$25.2K - $26.9K
|
16.5K
$1.9M
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
214+ 1.07% |
$23.4K - $25K
|
20.2K
$2.32M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
207New |
$22.7K - $24.2K
|
207
$23.8K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
202New |
$22.1K - $23.6K
|
202
$23.2K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
200+ 1.43% |
$21.9K - $23.4K
|
14.2K
$1.63M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
200+ 21.83% |
$21.9K - $23.4K
|
1.12K
$128K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
195+ 10.76% |
$21.4K - $22.8K
|
2.01K
$230K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
183+ 5.61% |
$20.1K - $21.4K
|
3.44K
$395K
|