Purchases and Sales Made in Q4 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.67KNew |
$214K - $234K
|
5.67K
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.61KNew |
$212K - $232K
|
5.61K
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5.61K+ 25.36% |
$212K - $232K
|
27.7K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
5.6KNew |
$211K - $231K
|
5.6K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.59K+ 44.34% |
$211K - $231K
|
18.2K
$855K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
5.58KNew |
$211K - $231K
|
5.58K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.52KNew |
$208K - $228K
|
5.52K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.51K+ 78.18% |
$208K - $227K
|
12.5K
$590K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5.5KNew |
$208K - $227K
|
5.5K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.5KNew |
$208K - $227K
|
5.5K
$259K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
5.46K+ 12.01% |
$206K - $225K
|
50.9K
$2.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
5.43KNew |
$205K - $224K
|
5.43K
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
5.43KNew |
$205K - $224K
|
5.43K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.4KNew |
$204K - $223K
|
5.4K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.38K+ 3.81% |
$203K - $222K
|
147K
$6.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.35KNew |
$202K - $221K
|
5.35K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
5.34K+ 12.86% |
$201K - $221K
|
46.9K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.33K+ 5.63% |
$201K - $220K
|
100K
$4.7M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.31KNew |
$200K - $219K
|
5.31K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.3KNew |
$200K - $219K
|
5.3K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.29K+ 48.23% |
$200K - $218K
|
16.3K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.23K+ 45.23% |
$197K - $216K
|
16.8K
$789K
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.2KNew |
$196K - $215K
|
5.2K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.16KNew |
$195K - $213K
|
5.16K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
5.15KNew |
$194K - $213K
|
5.15K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.13K+ 1.39% |
$194K - $212K
|
374K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
5.12KNew |
$193K - $212K
|
5.12K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
5.12K+ 70.11% |
$193K - $212K
|
12.4K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.09K+ 4.15% |
$192K - $210K
|
128K
$6.01M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.09KNew |
$192K - $210K
|
5.09K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.08K+ 0.71% |
$192K - $210K
|
721K
$33.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.07K+ 38.55% |
$191K - $210K
|
18.2K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.06K+ 4.42% |
$191K - $209K
|
120K
$5.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
5.06KNew |
$191K - $209K
|
5.06K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.05KNew |
$191K - $209K
|
5.05K
$237K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.05KNew |
$191K - $209K
|
5.05K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5.05KNew |
$191K - $209K
|
5.05K
$237K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.03KNew |
$190K - $208K
|
5.03K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.01K+ 13.93% |
$189K - $207K
|
41K
$1.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.98KNew |
$188K - $206K
|
4.98K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.97KNew |
$188K - $205K
|
4.97K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.97K+ 24.09% |
$187K - $205K
|
25.6K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.96KNew |
$187K - $205K
|
4.96K
$233K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.95KNew |
$187K - $204K
|
4.95K
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.9KNew |
$185K - $202K
|
4.9K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.89KNew |
$184K - $202K
|
4.89K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.86K+ 568.85% |
$183K - $201K
|
5.71K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.86K+ 3.04% |
$183K - $201K
|
165K
$7.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.82K+ 16.26% |
$182K - $199K
|
34.5K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
4.79KNew |
$181K - $198K
|
4.79K
$225K
|