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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.5KNew |
$788K - $885K
|
20.5K
$917K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.3K+ 6.85% |
$782K - $879K
|
317K
$14.2M
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20KNew |
$770K - $865K
|
20K
$897K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20K+ 10.92% |
$768K - $863K
|
203K
$9.09M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19.9KNew |
$767K - $861K
|
19.9K
$893K
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19.8K+ 214.44% |
$761K - $855K
|
29K
$1.3M
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
19.4K+ 4.25% |
$745K - $836K
|
475K
$21.3M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 5.43% |
$742K - $833K
|
375K
$16.8M
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
19.3K+ 15.97% |
$741K - $832K
|
140K
$6.26M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
19.3K+ 13.75% |
$741K - $832K
|
159K
$7.13M
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
19.2KNew |
$738K - $829K
|
19.2K
$859K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.2K+ 28.52% |
$737K - $828K
|
86.4K
$3.87M
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
19.1K+ 177.99% |
$733K - $823K
|
29.8K
$1.33M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
19K+ 26.91% |
$730K - $820K
|
89.6K
$4.01M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19K+ 54.53% |
$729K - $819K
|
53.7K
$2.41M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.8K+ 21.51% |
$722K - $811K
|
106K
$4.75M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18.7KNew |
$720K - $809K
|
18.7K
$838K
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
18.7K+ 13.51% |
$718K - $806K
|
157K
$7.02M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
18.3K+ 7.09% |
$705K - $792K
|
277K
$12.4M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18.2KNew |
$701K - $787K
|
18.2K
$816K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.2KNew |
$698K - $784K
|
18.2K
$813K
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17.9K+ 4.3% |
$690K - $775K
|
436K
$19.5M
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
17.8K+ 7.55% |
$684K - $768K
|
253K
$11.3M
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
17.8KNew |
$684K - $768K
|
17.8K
$796K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.8K+ 10.77% |
$683K - $766K
|
183K
$8.17M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.6K+ 9.62% |
$677K - $761K
|
201K
$8.99M
|
|
May 12, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
17.5K+ 64.6% |
$674K - $757K
|
44.7K
$2M
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
17.5K+ 101.04% |
$673K - $756K
|
34.8K
$1.56M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.5K+ 5.16% |
$673K - $756K
|
357K
$16M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.5K+ 2.95% |
$673K - $756K
|
611K
$27.3M
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 8.98% |
$672K - $755K
|
212K
$9.5M
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17.4K+ 4.18% |
$671K - $753K
|
435K
$19.5M
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
17.3K+ 149.52% |
$664K - $746K
|
28.8K
$1.29M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
17.1K+ 11.73% |
$658K - $739K
|
163K
$7.3M
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
17.1K+ 0.72% |
$656K - $736K
|
2.39M
$107M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
17K+ 21.72% |
$653K - $734K
|
95.2K
$4.26M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.9K+ 24.75% |
$651K - $731K
|
85.4K
$3.82M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
16.8K+ 7.04% |
$646K - $726K
|
255K
$11.4M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
16.6K+ 5.3% |
$640K - $718K
|
331K
$14.8M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
16.5K+ 29.66% |
$634K - $712K
|
72.1K
$3.23M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
16.4KNew |
$630K - $707K
|
16.4K
$733K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
16.4K+ 29.27% |
$629K - $706K
|
72.2K
$3.23M
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
16.3K+ 9.12% |
$627K - $704K
|
195K
$8.73M
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
16.3K+ 2.05% |
$626K - $704K
|
810K
$36.3M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
16.3KNew |
$626K - $703K
|
16.3K
$729K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
16.2K+ 4.87% |
$624K - $700K
|
349K
$15.6M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16.2K+ 16.4% |
$622K - $699K
|
115K
$5.14M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 302.72% |
$620K - $697K
|
21.5K
$961K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16K+ 23.51% |
$616K - $692K
|
84.1K
$3.77M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
16K+ 0.86% |
$614K - $689K
|
1.87M
$83.6M
|