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 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-4.16K- 2.79% |
$157K - $172K
|
145K
$6.81M
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.16K- 27.23% |
$157K - $172K
|
11.1K
$522K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.17K- 20.44% |
$157K - $172K
|
16.2K
$763K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.21K- 12.46% |
$159K - $174K
|
29.6K
$1.39M
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.23K- 1.85% |
$159K - $175K
|
225K
$10.6M
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.23K- 10.55% |
$160K - $175K
|
35.9K
$1.69M
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.23K- 1.66% |
$160K - $175K
|
250K
$11.8M
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.26K- 41.74% |
$161K - $176K
|
5.95K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.26K- 5.5% |
$161K - $176K
|
73.3K
$3.44M
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4.3K- 26.88% |
$162K - $178K
|
11.7K
$550K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.31K- 14.75% |
$163K - $178K
|
24.9K
$1.17M
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.33K- 3.25% |
$163K - $179K
|
129K
$6.06M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4.36K- 19.65% |
$164K - $180K
|
17.8K
$838K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.43K- 22.18% |
$167K - $183K
|
15.5K
$730K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.44K- 37.85% |
$167K - $183K
|
7.29K
$343K
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.44K- 37.85% |
$167K - $183K
|
7.29K
$343K
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-4.45K- 5.03% |
$168K - $184K
|
84K
$3.95M
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.53K- 5.33% |
$171K - $187K
|
80.6K
$3.79M
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.67K- 1.1% |
$176K - $193K
|
419K
$19.7M
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.72K- 6.96% |
$178K - $195K
|
63.1K
$2.96M
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.73K- 1.89% |
$178K - $195K
|
245K
$11.5M
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-4.78K- 1.28% |
$180K - $197K
|
367K
$17.3M
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.78K- 23.13% |
$181K - $198K
|
15.9K
$747K
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-4.82K- 10.72% |
$182K - $199K
|
40.2K
$1.89M
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.85K- 2.99% |
$183K - $200K
|
157K
$7.39M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.86K- 20.04% |
$183K - $201K
|
19.4K
$911K
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.88K- 13.95% |
$184K - $202K
|
30.1K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.91K- 16.7% |
$185K - $203K
|
24.5K
$1.15M
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.92K- 32.9% |
$186K - $203K
|
10K
$471K
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.95K- 5.23% |
$187K - $204K
|
89.7K
$4.22M
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.98K- 1.81% |
$188K - $206K
|
270K
$12.7M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.99K- 3.62% |
$188K - $206K
|
133K
$6.25M
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5K- 98.31% |
$189K - $207K
|
86
$4.04K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.08K- 5.77% |
$192K - $210K
|
83K
$3.9M
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.1K- 9.74% |
$193K - $211K
|
47.3K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5.12K- 4.26% |
$193K - $211K
|
115K
$5.41M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.12K- 11.36% |
$193K - $212K
|
39.9K
$1.88M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.16K- 33.59% |
$195K - $213K
|
10.2K
$480K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.18K- 6.97% |
$195K - $214K
|
69.2K
$3.25M
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-5.18K- 2.86% |
$195K - $214K
|
176K
$8.27M
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.26K- 23.95% |
$199K - $217K
|
16.7K
$785K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5.3K- 2.93% |
$200K - $219K
|
176K
$8.25M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.3K- 7.79% |
$200K - $219K
|
62.8K
$2.95M
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-5.35K- 33.68% |
$202K - $221K
|
10.5K
$495K
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-5.5K- 15.73% |
$207K - $227K
|
29.4K
$1.38M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.59K- 5.9% |
$211K - $231K
|
89.1K
$4.19M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.61K- 5.15% |
$212K - $232K
|
103K
$4.86M
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.62KClosed |
$212K - $232K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.8K- 4.18% |
$219K - $240K
|
133K
$6.25M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.81K- 9.49% |
$219K - $240K
|
55.4K
$2.6M
|