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 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.73K- 1.89% |
$178K - $195K
|
245K
$11.3M
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-4.78K- 1.28% |
$180K - $197K
|
367K
$16.9M
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.78K- 23.13% |
$181K - $198K
|
15.9K
$731K
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-4.82K- 10.72% |
$182K - $199K
|
40.2K
$1.85M
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.85K- 2.99% |
$183K - $200K
|
157K
$7.23M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.86K- 20.04% |
$183K - $201K
|
19.4K
$891K
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.88K- 13.95% |
$184K - $202K
|
30.1K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.91K- 16.7% |
$185K - $203K
|
24.5K
$1.13M
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.92K- 32.9% |
$186K - $203K
|
10K
$461K
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.95K- 5.23% |
$187K - $204K
|
89.7K
$4.13M
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.98K- 1.81% |
$188K - $206K
|
270K
$12.4M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.99K- 3.62% |
$188K - $206K
|
133K
$6.11M
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5K- 98.31% |
$189K - $207K
|
86
$3.96K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.08K- 5.77% |
$192K - $210K
|
83K
$3.81M
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.1K- 9.74% |
$193K - $211K
|
47.3K
$2.17M
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5.12K- 4.26% |
$193K - $211K
|
115K
$5.3M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.12K- 11.36% |
$193K - $212K
|
39.9K
$1.84M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.16K- 33.59% |
$195K - $213K
|
10.2K
$469K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.18K- 6.97% |
$195K - $214K
|
69.2K
$3.18M
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-5.18K- 2.86% |
$195K - $214K
|
176K
$8.1M
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.26K- 23.95% |
$199K - $217K
|
16.7K
$768K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5.3K- 2.93% |
$200K - $219K
|
176K
$8.07M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.3K- 7.79% |
$200K - $219K
|
62.8K
$2.89M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.59K- 5.9% |
$211K - $231K
|
89.1K
$4.1M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.61K- 5.15% |
$212K - $232K
|
103K
$4.75M
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.8K- 4.18% |
$219K - $240K
|
133K
$6.12M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.81K- 9.49% |
$219K - $240K
|
55.4K
$2.55M
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.86K- 2.33% |
$221K - $242K
|
245K
$11.3M
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.88K- 4.72% |
$222K - $243K
|
119K
$5.45M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.92K- 3.4% |
$223K - $244K
|
168K
$7.73M
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-5.94K- 5.77% |
$224K - $245K
|
96.9K
$4.46M
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-6.09K- 3.16% |
$230K - $251K
|
187K
$8.59M
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6.15K- 4.26% |
$232K - $254K
|
138K
$6.36M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.19K- 9.79% |
$234K - $256K
|
57K
$2.62M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.2K- 6.41% |
$234K - $256K
|
90.4K
$4.16M
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6.21K- 72.06% |
$234K - $256K
|
2.41K
$111K
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.23K- 19.69% |
$235K - $257K
|
25.4K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.25K- 9.16% |
$236K - $258K
|
61.9K
$2.85M
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-6.27K- 11.81% |
$237K - $259K
|
46.8K
$2.15M
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-6.34K- 25.25% |
$239K - $262K
|
18.8K
$863K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.38K- 16.09% |
$241K - $264K
|
33.3K
$1.53M
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-6.47K- 2.01% |
$244K - $267K
|
316K
$14.5M
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-6.5K- 49.95% |
$245K - $268K
|
6.51K
$299K
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.5K- 20.15% |
$245K - $269K
|
25.8K
$1.18M
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-6.52K- 18.68% |
$246K - $270K
|
28.4K
$1.31M
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.61K- 41.33% |
$249K - $273K
|
9.38K
$431K
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.62K- 8.27% |
$250K - $273K
|
73.4K
$3.38M
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.63K- 2.66% |
$250K - $274K
|
243K
$11.2M
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-6.68K- 19.36% |
$252K - $276K
|
27.8K
$1.28M
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.76K- 3.46% |
$255K - $279K
|
188K
$8.67M
|