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 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 13.14% |
$43.3K - $47.4K
|
7.59K
$350K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.16K- 10.83% |
$43.7K - $47.9K
|
9.55K
$440K
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.17K- 1.9% |
$44K - $48.2K
|
60.3K
$2.78M
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.17K- 14.29% |
$44.1K - $48.3K
|
7.01K
$323K
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.17K- 3.44% |
$44.3K - $48.5K
|
32.9K
$1.52M
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.18K- 5.79% |
$44.4K - $48.6K
|
19.1K
$882K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-1.18K- 6.73% |
$44.4K - $48.6K
|
16.3K
$751K
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.18K- 2.61% |
$44.5K - $48.7K
|
44K
$2.03M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.18K- 1.03% |
$44.7K - $48.9K
|
114K
$5.23M
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.19K- 1.72% |
$44.8K - $49K
|
67.8K
$3.12M
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.19K- 3.74% |
$44.8K - $49.1K
|
30.6K
$1.41M
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.23K- 1.0% |
$46.5K - $50.9K
|
122K
$5.64M
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.24K- 8.33% |
$46.8K - $51.2K
|
13.6K
$628K
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.25K- 1.27% |
$47.1K - $51.6K
|
97.3K
$4.48M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.26K- 1.18% |
$47.4K - $51.8K
|
105K
$4.86M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.26K- 5.99% |
$47.4K - $51.9K
|
19.7K
$909K
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.26K- 3.01% |
$47.5K - $52K
|
40.5K
$1.87M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-1.27K- 3.52% |
$47.8K - $52.3K
|
34.7K
$1.6M
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.27K- 2.28% |
$47.9K - $52.5K
|
54.4K
$2.5M
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.31K- 9.16% |
$49.3K - $53.9K
|
12.9K
$596K
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.33K- 0.49% |
$50.2K - $54.9K
|
272K
$12.5M
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.33K- 14.69% |
$50.3K - $55.1K
|
7.75K
$357K
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.36K- 3.91% |
$51.1K - $56K
|
33.3K
$1.53M
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.37K- 6.04% |
$51.6K - $56.5K
|
21.3K
$980K
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.37K- 2.67% |
$51.6K - $56.5K
|
49.9K
$2.3M
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.38K- 6.68% |
$52K - $57K
|
19.3K
$888K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.39K- 39.17% |
$52.5K - $57.5K
|
2.16K
$99.5K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.4K- 10.45% |
$52.9K - $57.9K
|
12K
$553K
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.42K- 6.43% |
$53.4K - $58.5K
|
20.6K
$950K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.43K- 19.73% |
$53.9K - $58.9K
|
5.8K
$267K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.44K- 28.63% |
$54.3K - $59.5K
|
3.59K
$165K
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.44K- 4.63% |
$54.4K - $59.5K
|
29.7K
$1.37M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.45K- 0.17% |
$54.5K - $59.7K
|
835K
$38.4M
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.45K- 0.6% |
$54.8K - $59.9K
|
239K
$11M
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.46K- 3.83% |
$54.9K - $60.1K
|
36.6K
$1.68M
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.46K- 1.42% |
$55K - $60.2K
|
101K
$4.66M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.46K- 10.51% |
$55.2K - $60.4K
|
12.4K
$573K
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 15.27% |
$55.3K - $60.5K
|
8.13K
$375K
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.49K- 6.96% |
$56K - $61.3K
|
19.9K
$915K
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.49K- 17.12% |
$56.4K - $61.7K
|
7.23K
$333K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 1.28% |
$56.6K - $62K
|
116K
$5.34M
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.5K- 4.31% |
$56.7K - $62.1K
|
33.4K
$1.54M
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.52K- 4.29% |
$57.3K - $62.7K
|
33.9K
$1.56M
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.54K- 13.72% |
$58.1K - $63.6K
|
9.68K
$446K
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.54K- 1.79% |
$58.2K - $63.7K
|
84.6K
$3.9M
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.56K- 19.91% |
$58.8K - $64.4K
|
6.27K
$289K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.56K- 12.79% |
$58.8K - $64.4K
|
10.6K
$490K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.58K- 11.46% |
$59.5K - $65.1K
|
12.2K
$561K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.58K- 1.65% |
$59.8K - $65.4K
|
94.7K
$4.36M
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.61K- 19.9% |
$60.8K - $66.6K
|
6.48K
$299K
|