Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 43.18% |
$259K - $300K
|
3.43K
$392K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.67K- 9.22% |
$266K - $308K
|
26.3K
$3.01M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.7K- 19.72% |
$268K - $311K
|
11K
$1.26M
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.78K- 11.56% |
$277K - $320K
|
21.3K
$2.43M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.81K- 3.44% |
$279K - $323K
|
78.9K
$9.02M
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 18.66% |
$282K - $326K
|
12.4K
$1.41M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.9K- 19.98% |
$289K - $334K
|
11.6K
$1.33M
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.95K- 16.22% |
$293K - $339K
|
15.2K
$1.74M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.01K- 7.27% |
$300K - $347K
|
38.4K
$4.39M
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.02K- 3.68% |
$301K - $348K
|
79K
$9.03M
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.19K- 44.1% |
$318K - $368K
|
4.05K
$463K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.25K- 6.05% |
$323K - $374K
|
50.5K
$5.77M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.25K- 1.44% |
$323K - $374K
|
222K
$25.4M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.28K- 9.94% |
$326K - $377K
|
29.7K
$3.39M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.37K- 15.06% |
$335K - $388K
|
19K
$2.17M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.49K- 49.55% |
$347K - $402K
|
3.55K
$406K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.72K- 12.64% |
$370K - $428K
|
25.7K
$2.94M
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.73K- 13.41% |
$371K - $429K
|
24.1K
$2.75M
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-3.78K- 13.47% |
$376K - $435K
|
24.3K
$2.78M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.8K- 42.64% |
$378K - $437K
|
5.11K
$584K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.93K- 12.12% |
$391K - $452K
|
28.5K
$3.25M
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.93K- 7.31% |
$391K - $452K
|
49.8K
$5.69M
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-3.98K- 63.03% |
$396K - $459K
|
2.34K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 34.92% |
$422K - $489K
|
7.92K
$905K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.27K- 2.31% |
$425K - $492K
|
180K
$20.6M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.31K- 0.59% |
$429K - $496K
|
728K
$83.2M
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.38K- 0.98% |
$436K - $504K
|
443K
$50.6M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.83K- 65.72% |
$480K - $555K
|
2.52K
$288K
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.9K- 26.79% |
$487K - $564K
|
13.4K
$1.53M
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-5.13K- 73.92% |
$510K - $590K
|
1.81K
$207K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-6.01K- 11.75% |
$598K - $692K
|
45.2K
$5.16M
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.65K- 50.95% |
$662K - $766K
|
6.41K
$732K
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.68K- 9.0% |
$664K - $769K
|
67.5K
$7.71M
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 52.56% |
$679K - $786K
|
6.17K
$705K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.87K- 7.18% |
$882K - $1.02M
|
115K
$13.1M
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.9K- 8.37% |
$885K - $1.02M
|
97.4K
$11.1M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.95K- 16.9% |
$890K - $1.03M
|
44K
$5.03M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.96K- 23.05% |
$891K - $1.03M
|
29.9K
$3.42M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9.51K- 18.53% |
$946K - $1.1M
|
41.8K
$4.78M
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-10.1K- 5.12% |
$1.01M - $1.17M
|
188K
$21.5M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.3K- 55.44% |
$1.02M - $1.18M
|
8.24K
$942K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.5K- 10.16% |
$1.14M - $1.32M
|
101K
$11.6M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.8K- 11.44% |
$1.18M - $1.36M
|
91.7K
$10.5M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12.8K- 66.05% |
$1.27M - $1.47M
|
6.58K
$752K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-14.9K- 12.97% |
$1.48M - $1.71M
|
99.9K
$11.4M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-15.9K- 18.32% |
$1.58M - $1.83M
|
70.9K
$8.1M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16K- 4.08% |
$1.59M - $1.84M
|
376K
$43M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16.8K- 10.2% |
$1.67M - $1.93M
|
148K
$16.9M
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-26.6K- 7.67% |
$2.65M - $3.06M
|
320K
$36.6M
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-27.6K- 9.1% |
$2.74M - $3.18M
|
276K
$31.5M
|