Purchases and Sales Made in Q1 2024 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q1 2024. 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 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 28.29% |
$105K - $114K
|
12.2K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.69K+ 2.33% |
$105K - $113K
|
118K
$5.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.68KNew |
$105K - $113K
|
2.68K
$126K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 4.53% |
$104K - $113K
|
61.7K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.67K+ 4.46% |
$104K - $113K
|
62.5K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 22.36% |
$103K - $112K
|
14.5K
$680K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.63K+ 2.87% |
$103K - $111K
|
94.2K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.56K+ 0.2% |
$100K - $108K
|
1.27M
$59.8M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.55K+ 39.96% |
$99.7K - $108K
|
8.95K
$420K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.5KNew |
$97.6K - $106K
|
2.5K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.47K+ 28.88% |
$96.2K - $104K
|
11K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.46K+ 4.6% |
$96.1K - $104K
|
56K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.46K+ 14.72% |
$96K - $104K
|
19.2K
$900K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.41K+ 2.92% |
$94K - $102K
|
84.8K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.4K+ 1.0% |
$93.7K - $101K
|
243K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.39K+ 3.18% |
$93.2K - $101K
|
77.6K
$3.64M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.37K+ 6.75% |
$92.5K - $100K
|
37.5K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.35K+ 4.68% |
$91.6K - $99.1K
|
52.5K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
2.33K+ 3.38% |
$90.9K - $98.4K
|
71.3K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 6.69% |
$90.3K - $97.6K
|
36.9K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.31K+ 40.14% |
$90.1K - $97.5K
|
8.06K
$379K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.28K+ 1.62% |
$88.9K - $96.2K
|
143K
$6.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
2.26K+ 3.07% |
$88.3K - $95.5K
|
76.1K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.26K+ 5.2% |
$88.1K - $95.3K
|
45.6K
$2.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.22K+ 2.66% |
$86.5K - $93.6K
|
85.4K
$4.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.21K+ 39.17% |
$86.4K - $93.5K
|
7.87K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.18K+ 2.45% |
$85.1K - $92.1K
|
91.3K
$4.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.18K+ 17.46% |
$85K - $92K
|
14.7K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.16K+ 4.08% |
$84.4K - $91.3K
|
55.1K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.15K+ 22.88% |
$83.8K - $90.7K
|
11.5K
$542K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.14K+ 6.87% |
$83.6K - $90.5K
|
33.3K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.12K+ 3.11% |
$82.7K - $89.4K
|
70.3K
$3.3M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.11KNew |
$82.5K - $89.2K
|
2.11K
$99.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.09K+ 3.07% |
$81.7K - $88.4K
|
70.3K
$3.3M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.07K+ 2.07% |
$80.9K - $87.5K
|
102K
$4.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.07K+ 2.61% |
$80.8K - $87.4K
|
81.4K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.04K+ 13.11% |
$79.5K - $86K
|
17.6K
$826K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.02K+ 7.22% |
$78.7K - $85.1K
|
29.9K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.95K+ 4.32% |
$76.1K - $82.3K
|
47.1K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.95K+ 7.41% |
$76.1K - $82.3K
|
28.3K
$1.33M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.91K+ 11.69% |
$74.4K - $80.4K
|
18.2K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.89K+ 3.62% |
$73.9K - $79.9K
|
54.3K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.89KNew |
$73.6K - $79.6K
|
1.89K
$88.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.87K+ 14.9% |
$73.1K - $79.1K
|
14.4K
$678K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.85K+ 11.8% |
$72.1K - $78K
|
17.5K
$823K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.84KNew |
$72K - $77.9K
|
1.84K
$86.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.83K+ 2.09% |
$71.3K - $77.2K
|
89.1K
$4.19M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.82K+ 9.28% |
$71.1K - $76.9K
|
21.4K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.81K+ 22.46% |
$70.7K - $76.5K
|
9.88K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.81K+ 3.99% |
$70.5K - $76.2K
|
47K
$2.21M
|