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 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.7K- 60.07% |
$667K - $730K
|
11.8K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.7K- 26.46% |
$670K - $733K
|
49.3K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-17.8K- 28.07% |
$674K - $737K
|
45.7K
$2.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-18K- 9.24% |
$680K - $745K
|
177K
$8.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-18.3K- 9.75% |
$690K - $755K
|
169K
$7.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-18.3K- 43.6% |
$691K - $757K
|
23.7K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-18.4K- 14.71% |
$693K - $758K
|
106K
$4.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-18.7K- 67.87% |
$704K - $771K
|
8.83K
$400K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.9K- 8.7% |
$714K - $781K
|
199K
$8.99M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-19.2K- 54.19% |
$723K - $791K
|
16.2K
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-19.3K- 5.17% |
$727K - $796K
|
353K
$16M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.5K- 2.47% |
$737K - $807K
|
771K
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-19.6K- 13.37% |
$739K - $809K
|
127K
$5.75M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.7K- 4.75% |
$742K - $812K
|
394K
$17.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-19.7K- 6.07% |
$744K - $814K
|
305K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-19.8K- 4.75% |
$747K - $818K
|
397K
$18M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-20K- 11.11% |
$754K - $826K
|
160K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20.5K- 49.0% |
$773K - $847K
|
21.3K
$966K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-21K- 17.4% |
$792K - $867K
|
99.6K
$4.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-21.1K- 15.06% |
$795K - $870K
|
119K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-21.2K- 11.98% |
$800K - $876K
|
156K
$7.06M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-21.8K- 3.99% |
$821K - $899K
|
524K
$23.7M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-21.8KClosed |
$822K - $900K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-21.8K- 7.13% |
$823K - $901K
|
284K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-22.4K- 1.37% |
$844K - $923K
|
1.61M
$73.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-23K- 4.13% |
$868K - $950K
|
534K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-23K- 99.05% |
$869K - $951K
|
221
$10K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.1K- 0.7% |
$870K - $952K
|
3.29M
$149M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.1K- 62.58% |
$871K - $954K
|
13.8K
$626K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-23.1K- 3.49% |
$872K - $954K
|
639K
$29M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-24.6K- 31.03% |
$928K - $1.02M
|
54.6K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-24.8K- 57.24% |
$935K - $1.02M
|
18.5K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-25.2K- 0.47% |
$950K - $1.04M
|
5.33M
$241M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-25.7K- 49.14% |
$971K - $1.06M
|
26.6K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-26.3K- 15.97% |
$992K - $1.09M
|
138K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26.8K- 11.2% |
$1.01M - $1.11M
|
212K
$9.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-27.1K- 16.16% |
$1.02M - $1.12M
|
141K
$6.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-27.3K- 36.4% |
$1.03M - $1.13M
|
47.7K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
SELL
|
- |
-27.7K- 28.79% |
$1.05M - $1.14M
|
68.6K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-28.1K- 70.56% |
$1.06M - $1.16M
|
11.7K
$532K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-28.3K- 8.4% |
$1.07M - $1.17M
|
309K
$14M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-28.7K- 27.81% |
$1.08M - $1.18M
|
74.4K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-29.3K- 70.08% |
$1.1M - $1.21M
|
12.5K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-30.1K- 6.53% |
$1.13M - $1.24M
|
430K
$19.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-30.1K- 16.24% |
$1.14M - $1.24M
|
155K
$7.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-30.3K- 24.68% |
$1.14M - $1.25M
|
92.4K
$4.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-30.5K- 26.48% |
$1.15M - $1.26M
|
84.6K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-31.8K- 34.28% |
$1.2M - $1.31M
|
61K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-32.1K- 79.13% |
$1.21M - $1.33M
|
8.47K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-32.4K- 82.8% |
$1.22M - $1.34M
|
6.72K
$305K
|