Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
65New |
$6.86K - $7.54K
|
65
$7.58K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
63+ 0.69% |
$6.65K - $7.3K
|
9.15K
$1.07M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60+ 2.64% |
$6.33K - $6.96K
|
2.33K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
60+ 60.0% |
$6.33K - $6.96K
|
160
$18.7K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58New |
$6.12K - $6.72K
|
58
$6.77K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
55+ 0.27% |
$5.8K - $6.38K
|
20.6K
$2.41M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 0.26% |
$5.8K - $6.38K
|
21.3K
$2.49M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52New |
$5.49K - $6.03K
|
52
$6.07K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52+ 0.75% |
$5.49K - $6.03K
|
6.98K
$815K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50+ 0.57% |
$5.28K - $5.8K
|
8.78K
$1.02M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$5.28K - $5.8K
|
50
$5.83K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
46+ 1.74% |
$4.85K - $5.33K
|
2.68K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
45New |
$4.75K - $5.22K
|
45
$5.25K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 67.69% |
$4.64K - $5.1K
|
109
$12.7K
|
|
Nov 08, 2023
Q3 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
44+ 0.56% |
$4.64K - $5.1K
|
7.94K
$926K
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
44+ 1.62% |
$4.64K - $5.1K
|
2.77K
$323K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 0.29% |
$4.33K - $4.75K
|
14.4K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 0.79% |
$4.22K - $4.64K
|
5.1K
$595K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37New |
$3.9K - $4.29K
|
37
$4.32K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
35+ 8.14% |
$3.69K - $4.06K
|
465
$54.3K
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
33+ 0.37% |
$3.48K - $3.83K
|
8.86K
$1.03M
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
31+ 0.72% |
$3.27K - $3.59K
|
4.36K
$509K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
30+ 0.11% |
$3.17K - $3.48K
|
26.6K
$3.1M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
28+ 121.74% |
$2.95K - $3.25K
|
51
$5.95K
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
27+ 0.44% |
$2.85K - $3.13K
|
6.2K
$723K
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
26+ 0.18% |
$2.74K - $3.01K
|
14.3K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25+ 6.93% |
$2.64K - $2.9K
|
386
$45K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$2.64K - $2.9K
|
25
$2.92K
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$2.64K - $2.9K
|
25
$2.92K
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24+ 0.98% |
$2.53K - $2.78K
|
2.48K
$289K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.56% |
$2.11K - $2.32K
|
3.57K
$417K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.43% |
$1.79K - $1.97K
|
3.93K
$459K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
17New |
$1.79K - $1.97K
|
17
$1.98K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 64.0% |
$1.69K - $1.85K
|
41
$4.78K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
16+ 0.05% |
$1.69K - $1.85K
|
32.1K
$3.74M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$1.48K - $1.62K
|
18.2K
$2.12M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$1.27K - $1.39K
|
12
$1.4K
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.51% |
$1.16K - $1.28K
|
2.16K
$252K
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.16K - $1.28K
|
5.33K
$622K
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10+ 0.18% |
$1.06K - $1.16K
|
5.43K
$634K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.26% |
$1.06K - $1.16K
|
3.8K
$444K
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
8+ 0.03% |
$844 - $927
|
24.4K
$2.85M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8+ 200.0% |
$844 - $927
|
12
$1.4K
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
8+ 0.06% |
$844 - $927
|
14K
$1.64M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7New |
$739 - $812
|
7
$817
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.17% |
$739 - $812
|
4.14K
$483K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6+ 21.43% |
$633 - $696
|
34
$3.97K
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6+ 0.24% |
$633 - $696
|
2.49K
$290K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.33% |
$633 - $696
|
1.8K
$210K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.08% |
$528 - $580
|
6.31K
$736K
|