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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
220+ 1.96% |
$8.3K - $9.09K
|
11.4K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
219+ 2.12% |
$8.27K - $9.05K
|
10.6K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
216New |
$8.15K - $8.92K
|
216
$9.64K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
213+ 30.52% |
$8.04K - $8.8K
|
911
$40.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
212+ 1.17% |
$8K - $8.76K
|
18.3K
$818K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
211+ 1.7% |
$7.96K - $8.72K
|
12.7K
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
209+ 0.24% |
$7.89K - $8.63K
|
88.8K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
208+ 1.06% |
$7.85K - $8.59K
|
19.9K
$888K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
206+ 0.6% |
$7.77K - $8.51K
|
34.4K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
205+ 3.62% |
$7.74K - $8.47K
|
5.87K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
203+ 20.34% |
$7.66K - $8.39K
|
1.2K
$53.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
200+ 0.87% |
$7.55K - $8.26K
|
23.1K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
199+ 3.84% |
$7.51K - $8.22K
|
5.38K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
198+ 6.66% |
$7.47K - $8.18K
|
3.17K
$142K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
193+ 0.43% |
$7.28K - $7.97K
|
44.8K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
183+ 0.37% |
$6.91K - $7.56K
|
49K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
183+ 1.3% |
$6.91K - $7.56K
|
14.3K
$638K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
182+ 0.92% |
$6.87K - $7.52K
|
20K
$895K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
176+ 0.74% |
$6.64K - $7.27K
|
24.1K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
175+ 1.3% |
$6.6K - $7.23K
|
13.6K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
174+ 2.68% |
$6.57K - $7.19K
|
6.66K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
173+ 0.17% |
$6.53K - $7.15K
|
102K
$4.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
170+ 188.89% |
$6.42K - $7.02K
|
260
$11.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
168+ 0.07% |
$6.34K - $6.94K
|
251K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
164+ 1.96% |
$6.19K - $6.77K
|
8.53K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
162New |
$6.11K - $6.69K
|
162
$7.23K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
159New |
$6K - $6.57K
|
159
$7.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
158+ 0.46% |
$5.96K - $6.53K
|
34.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
156+ 2.5% |
$5.89K - $6.44K
|
6.39K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
153+ 0.23% |
$5.77K - $6.32K
|
66.8K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
153+ 1.73% |
$5.77K - $6.32K
|
9.02K
$403K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
151New |
$5.7K - $6.24K
|
151
$6.74K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.5% |
$5.66K - $6.2K
|
30.4K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
148+ 2.08% |
$5.59K - $6.11K
|
7.26K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
145New |
$5.47K - $5.99K
|
145
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
140+ 518.52% |
$5.28K - $5.78K
|
167
$7.46K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
139+ 0.09% |
$5.25K - $5.74K
|
157K
$7.02M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
136+ 1.38% |
$5.13K - $5.62K
|
10K
$447K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
129+ 1.65% |
$4.87K - $5.33K
|
7.96K
$355K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
128+ 2.36% |
$4.83K - $5.29K
|
5.55K
$248K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
127+ 0.2% |
$4.79K - $5.25K
|
62.6K
$2.8M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
108+ 1.85% |
$4.08K - $4.46K
|
5.96K
$266K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
106+ 0.39% |
$4K - $4.38K
|
27K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102+ 1.64% |
$3.85K - $4.21K
|
6.33K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
99New |
$3.74K - $4.09K
|
99
$4.42K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 0.38% |
$3.7K - $4.05K
|
26.1K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
98New |
$3.7K - $4.05K
|
98
$4.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 0.34% |
$3.62K - $3.97K
|
28.2K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
96+ 1.35% |
$3.62K - $3.97K
|
7.2K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
95+ 1.52% |
$3.59K - $3.92K
|
6.36K
$284K
|