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
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
32+ 0.47% |
$1.25K - $1.35K
|
6.79K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.05K - $1.14K
|
16.6K
$779K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
27+ 0.32% |
$1.05K - $1.14K
|
8.5K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 0.14% |
$1.05K - $1.14K
|
19.4K
$910K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25+ 28.09% |
$976 - $1.06K
|
114
$5.36K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
25+ 0.36% |
$976 - $1.06K
|
6.94K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
25+ 0.09% |
$976 - $1.06K
|
27K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
19+ 0.37% |
$742 - $802
|
5.14K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 4.22% |
$703 - $760
|
445
$20.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17New |
$664 - $718
|
17
$799
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
16+ 0.94% |
$625 - $676
|
1.71K
$80.4K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
16New |
$625 - $676
|
16
$752
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 9.93% |
$586 - $633
|
166
$7.8K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
14+ 0.08% |
$547 - $591
|
18.3K
$862K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
13New |
$508 - $549
|
13
$611
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.04% |
$508 - $549
|
33.6K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
11+ 0.09% |
$429 - $465
|
12.7K
$598K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10+ 166.67% |
$390 - $422
|
16
$752
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.09% |
$351 - $380
|
10.6K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.09% |
$351 - $380
|
10.5K
$495K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.09% |
$351 - $380
|
10.5K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 1.71% |
$312 - $338
|
477
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$312 - $338
|
8
$376
|
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
8+ 0.09% |
$312 - $338
|
8.49K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
7+ 0.02% |
$273 - $296
|
41.5K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$273 - $296
|
26.1K
$1.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.06% |
$234 - $253
|
10K
$471K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.1% |
$234 - $253
|
6.3K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6+ 0.95% |
$234 - $253
|
636
$29.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$195 - $211
|
10.2K
$481K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 29.41% |
$195 - $211
|
22
$1.03K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.08% |
$156 - $169
|
4.74K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4+ 0.03% |
$156 - $169
|
14.7K
$689K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3+ 0.05% |
$117 - $127
|
5.72K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.03% |
$117 - $127
|
8.96K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.29% |
$117 - $127
|
1.04K
$48.7K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.03% |
$117 - $127
|
10K
$472K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2+ 0.01% |
$78.1 - $84.5
|
20.3K
$955K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.01% |
$78.1 - $84.5
|
34.6K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$78.1 - $84.5
|
44.3K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$78.1 - $84.5
|
11.9K
$559K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$39 - $42.2
|
618
$29K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.13% |
$39 - $42.2
|
790
$37.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$39 - $42.2
|
1.46K
$68.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.0% |
$39 - $42.2
|
50.7K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$39 - $42.2
|
823
$38.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$39 - $42.2
|
6.21K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$39 - $42.2
|
6.45K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.01% |
$39 - $42.2
|
9.79K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$39 - $42.2
|
865
$40.7K
|