Purchases and Sales Made in Q4 2021 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
25+ 0.15% |
$1.2K - $1.31K
|
17.1K
$774K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
24+ 0.1% |
$1.15K - $1.26K
|
23.5K
$1.07M
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
24+ 0.07% |
$1.15K - $1.26K
|
34.8K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.46% |
$1.1K - $1.2K
|
4.97K
$226K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21+ 0.26% |
$1K - $1.1K
|
8.14K
$369K
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
18+ 0.93% |
$861 - $942
|
1.95K
$88.3K
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18+ 0.23% |
$861 - $942
|
7.94K
$360K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 0.04% |
$813 - $890
|
45.5K
$2.07M
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16+ 0.51% |
$765 - $837
|
3.17K
$144K
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.01% |
$765 - $837
|
108K
$4.88M
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
15+ 0.04% |
$717 - $785
|
36.1K
$1.64M
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
15+ 0.1% |
$717 - $785
|
15.8K
$716K
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14+ 0.1% |
$669 - $733
|
13.7K
$621K
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
14+ 0.2% |
$669 - $733
|
7.03K
$319K
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
12+ 0.08% |
$574 - $628
|
14.8K
$669K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$526 - $576
|
6.72K
$305K
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.99% |
$478 - $523
|
1.02K
$46.1K
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.99% |
$478 - $523
|
1.02K
$46.1K
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
9+ 0.09% |
$430 - $471
|
9.91K
$450K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$382 - $419
|
13.3K
$604K
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.02% |
$335 - $366
|
32.5K
$1.48M
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
7+ 0.17% |
$335 - $366
|
4.11K
$186K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 4.73% |
$335 - $366
|
155
$7.03K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7+ 0.12% |
$335 - $366
|
5.8K
$263K
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
7+ 0.16% |
$335 - $366
|
4.28K
$194K
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6+ 0.01% |
$287 - $314
|
44.3K
$2.01M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.05% |
$287 - $314
|
11.3K
$513K
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5+ 0.11% |
$239 - $262
|
4.49K
$204K
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.1% |
$239 - $262
|
4.78K
$217K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.24% |
$191 - $209
|
1.7K
$77K
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
4+ 0.01% |
$191 - $209
|
51.6K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4+ 5.97% |
$191 - $209
|
71
$3.22K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.78% |
$143 - $157
|
387
$17.6K
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$143 - $157
|
6.62K
$300K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$143 - $157
|
9.02K
$409K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3+ 0.06% |
$143 - $157
|
5.1K
$231K
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3+ 0.05% |
$143 - $157
|
5.64K
$256K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.02% |
$143 - $157
|
14.5K
$657K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.03% |
$95.6 - $105
|
5.72K
$259K
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$95.6 - $105
|
25K
$1.13M
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$95.6 - $105
|
20.6K
$933K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.01% |
$95.6 - $105
|
19.3K
$873K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.43% |
$95.6 - $105
|
470
$21.3K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.01% |
$47.8 - $52.3
|
14K
$634K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$47.8 - $52.3
|
7.65K
$347K
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$47.8 - $52.3
|
3.65K
$166K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$47.8 - $52.3
|
5.19K
$236K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$47.8 - $52.3
|
6.66K
$302K
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 0.25% |
$95.6 - $105
|
801
$36.3K
|