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 |
---|---|---|---|---|---|---|---|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.07K- 8.28% |
$305K - $334K
|
89.4K
$4.2M
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.08K- 32.73% |
$305K - $334K
|
16.6K
$781K
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8.1K- 3.05% |
$306K - $334K
|
258K
$12.1M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-8.13K- 7.05% |
$307K - $336K
|
107K
$5.04M
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8.19K- 31.67% |
$309K - $338K
|
17.7K
$831K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.2K- 13.16% |
$309K - $339K
|
54.1K
$2.54M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-8.31K- 15.53% |
$314K - $343K
|
45.2K
$2.12M
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.33K- 1.39% |
$314K - $344K
|
592K
$27.8M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.38K- 7.26% |
$316K - $346K
|
107K
$5.03M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8.53K- 99.52% |
$322K - $352K
|
41
$1.93K
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.6K- 16.83% |
$324K - $355K
|
42.5K
$2M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.63K- 33.88% |
$326K - $356K
|
16.8K
$791K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.7K- 26.02% |
$328K - $359K
|
24.7K
$1.16M
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.71K- 3.65% |
$329K - $360K
|
230K
$10.8M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.76K- 3.22% |
$330K - $362K
|
263K
$12.4M
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-8.77K- 4.73% |
$331K - $362K
|
177K
$8.3M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.78K- 9.5% |
$331K - $363K
|
83.6K
$3.93M
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-8.84K- 93.1% |
$334K - $365K
|
655
$30.8K
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-8.87K- 4.65% |
$335K - $366K
|
182K
$8.55M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.88K- 11.12% |
$335K - $367K
|
71K
$3.34M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8.94K- 6.78% |
$337K - $369K
|
123K
$5.78M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-8.95K- 10.0% |
$338K - $370K
|
80.5K
$3.78M
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9K- 99.93% |
$340K - $372K
|
6
$282
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-9.03K- 21.53% |
$341K - $373K
|
32.9K
$1.55M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.07K- 6.21% |
$342K - $375K
|
137K
$6.44M
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-9.07K- 7.94% |
$342K - $375K
|
105K
$4.94M
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-9.07K- 8.64% |
$342K - $375K
|
96K
$4.51M
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9.17K- 96.23% |
$346K - $379K
|
359
$16.9K
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-9.19K- 27.3% |
$347K - $380K
|
24.5K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9.45K- 6.17% |
$357K - $390K
|
144K
$6.75M
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-9.45K- 13.9% |
$357K - $390K
|
58.5K
$2.75M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.56K- 30.69% |
$361K - $395K
|
21.6K
$1.01M
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-9.6K- 8.19% |
$362K - $396K
|
108K
$5.06M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.73K- 35.77% |
$367K - $402K
|
17.5K
$821K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-10.1K- 12.76% |
$381K - $417K
|
69K
$3.24M
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-10.2K- 13.42% |
$384K - $420K
|
65.6K
$3.08M
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-10.2K- 11.3% |
$384K - $420K
|
79.9K
$3.75M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.3K- 15.77% |
$387K - $424K
|
54.8K
$2.58M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 1.72% |
$388K - $424K
|
587K
$27.6M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 15.57% |
$390K - $427K
|
56.1K
$2.64M
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.4K- 4.81% |
$391K - $428K
|
205K
$9.64M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.4K- 7.18% |
$391K - $428K
|
134K
$6.3M
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 25.57% |
$397K - $434K
|
30.6K
$1.44M
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-10.5K- 20.12% |
$398K - $435K
|
41.9K
$1.97M
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 12.6% |
$398K - $436K
|
73.2K
$3.44M
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-10.6K- 8.12% |
$401K - $439K
|
120K
$5.65M
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-10.6K- 22.27% |
$401K - $439K
|
37.1K
$1.74M
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 26.51% |
$404K - $442K
|
29.7K
$1.4M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 2.37% |
$404K - $443K
|
441K
$20.7M
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.8K- 0.11% |
$406K - $445K
|
9.45M
$444M
|