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 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.17K- 2.62% |
$120K - $131K
|
118K
$5.35M
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.18K- 1.56% |
$120K - $131K
|
200K
$9.06M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.19K- 11.73% |
$120K - $132K
|
24K
$1.09M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-3.2K- 1.93% |
$121K - $132K
|
162K
$7.35M
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.21K- 18.27% |
$121K - $133K
|
14.4K
$651K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.22K- 0.16% |
$121K - $133K
|
2.02M
$91.5M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.25K- 40.04% |
$123K - $134K
|
4.86K
$220K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.27K- 15.27% |
$123K - $135K
|
18.1K
$821K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.3K- 4.81% |
$124K - $136K
|
65.3K
$2.96M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.31K- 6.16% |
$125K - $137K
|
50.4K
$2.29M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.32K- 4.95% |
$125K - $137K
|
63.8K
$2.89M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.34K- 40.0% |
$126K - $138K
|
5.01K
$227K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.35K- 16.69% |
$126K - $138K
|
16.7K
$757K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.36K- 21.42% |
$127K - $139K
|
12.3K
$559K
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 15.25% |
$127K - $139K
|
18.8K
$850K
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 29.36% |
$128K - $140K
|
8.13K
$369K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.4K- 6.59% |
$128K - $140K
|
48.2K
$2.18M
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-3.41K- 2.53% |
$129K - $141K
|
131K
$5.95M
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-3.41K- 37.22% |
$129K - $141K
|
5.75K
$261K
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3.43K- 26.9% |
$129K - $142K
|
9.32K
$422K
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-3.47K- 18.07% |
$131K - $143K
|
15.7K
$713K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.48K- 13.65% |
$131K - $144K
|
22K
$996K
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-3.52K- 10.3% |
$133K - $145K
|
30.6K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.53K- 24.92% |
$133K - $146K
|
10.6K
$482K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-3.6K- 23.17% |
$136K - $149K
|
11.9K
$541K
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.62K- 1.42% |
$136K - $149K
|
250K
$11.3M
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.66K- 0.43% |
$138K - $151K
|
853K
$38.7M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.68K- 1.86% |
$139K - $152K
|
194K
$8.8M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.72K- 3.98% |
$140K - $154K
|
89.9K
$4.07M
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.8K- 1.59% |
$143K - $157K
|
235K
$10.7M
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 12.43% |
$146K - $160K
|
27.3K
$1.23M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.89K- 0.96% |
$147K - $161K
|
403K
$18.2M
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-3.89K- 3.11% |
$147K - $161K
|
121K
$5.5M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.91K- 24.84% |
$147K - $161K
|
11.8K
$536K
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-3.92K- 19.4% |
$148K - $162K
|
16.3K
$738K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.96K- 3.44% |
$149K - $163K
|
111K
$5.03M
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-3.98K- 3.51% |
$150K - $164K
|
110K
$4.96M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.99K- 2.53% |
$151K - $165K
|
154K
$6.97M
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.04K- 3.54% |
$153K - $167K
|
110K
$4.99M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-4.07K- 2.12% |
$153K - $168K
|
188K
$8.5M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.08K- 6.42% |
$154K - $168K
|
59.4K
$2.69M
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.08K- 7.58% |
$154K - $168K
|
49.7K
$2.25M
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-4.09K- 9.04% |
$154K - $169K
|
41.2K
$1.86M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.1K- 5.16% |
$155K - $169K
|
75.5K
$3.42M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.11K- 8.06% |
$155K - $170K
|
46.9K
$2.12M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.14K- 2.04% |
$156K - $171K
|
199K
$9M
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-4.16K- 2.79% |
$157K - $172K
|
145K
$6.56M
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.16K- 27.23% |
$157K - $172K
|
11.1K
$504K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.17K- 20.44% |
$157K - $172K
|
16.2K
$736K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.21K- 12.46% |
$159K - $174K
|
29.6K
$1.34M
|