Purchases and Sales Made in Q1 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE EMERGING MKTS ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.69K- 37.62% |
$180K - $203K
|
7.78K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4.72K- 2.91% |
$181K - $204K
|
158K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.73K- 12.41% |
$182K - $204K
|
33.4K
$1.49M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.76K- 29.01% |
$183K - $205K
|
11.6K
$521K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.77K- 2.17% |
$183K - $206K
|
215K
$9.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.78K- 1.03% |
$184K - $207K
|
460K
$20.6M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.82K- 2.68% |
$185K - $208K
|
175K
$7.84M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.82K- 2.68% |
$185K - $208K
|
175K
$7.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.86K- 1.32% |
$187K - $210K
|
363K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.88K- 3.38% |
$188K - $211K
|
140K
$6.25M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4.88KClosed |
$188K - $211K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.96K- 2.76% |
$191K - $214K
|
175K
$7.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.97K- 4.74% |
$191K - $215K
|
100K
$4.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.98K- 5.21% |
$192K - $215K
|
90.6K
$4.06M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.17K- 13.97% |
$199K - $223K
|
31.9K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.18K- 3.33% |
$199K - $224K
|
151K
$6.74M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-5.28K- 4.12% |
$203K - $228K
|
123K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.29K- 39.63% |
$203K - $228K
|
8.05K
$361K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-5.36K- 3.93% |
$206K - $231K
|
131K
$5.87M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.38K- 5.31% |
$207K - $232K
|
95.9K
$4.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-5.41K- 5.41% |
$208K - $233K
|
94.5K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.5K- 2.35% |
$211K - $237K
|
228K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.51K- 61.95% |
$212K - $238K
|
3.38K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-5.55K- 46.67% |
$213K - $239K
|
6.34K
$284K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5.58K- 22.97% |
$215K - $241K
|
18.7K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.61K- 15.17% |
$216K - $242K
|
31.4K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.74K- 1.19% |
$221K - $248K
|
475K
$21.3M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-5.83K- 9.59% |
$224K - $252K
|
54.9K
$2.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.83K- 36.23% |
$224K - $252K
|
10.3K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.84K- 10.86% |
$224K - $252K
|
47.9K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 11.49% |
$226K - $253K
|
45.2K
$2.02M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.89K- 1.37% |
$226K - $254K
|
426K
$19.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.92K- 6.3% |
$228K - $256K
|
88.1K
$3.94M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.93K- 3.44% |
$228K - $256K
|
167K
$7.46M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-6K- 22.4% |
$231K - $259K
|
20.8K
$931K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.02K- 3.38% |
$231K - $260K
|
172K
$7.71M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.06K- 0.6% |
$233K - $262K
|
1.01M
$45.3M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.39K- 4.27% |
$246K - $276K
|
143K
$6.41M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.45K- 16.06% |
$248K - $279K
|
33.7K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 11.74% |
$248K - $279K
|
48.5K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-6.46K- 6.02% |
$248K - $279K
|
101K
$4.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-6.48K- 2.82% |
$249K - $280K
|
223K
$9.98M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.51K- 2.78% |
$250K - $281K
|
228K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.52K- 7.3% |
$251K - $281K
|
82.7K
$3.7M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.55K- 10.06% |
$252K - $283K
|
58.6K
$2.62M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-6.57KClosed |
$253K - $284K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.6K- 36.65% |
$254K - $285K
|
11.4K
$511K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.66K- 8.72% |
$256K - $288K
|
69.7K
$3.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 17.96% |
$256K - $288K
|
30.4K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 11.34% |
$257K - $288K
|
52.2K
$2.34M
|