Latest Institutional Transactions on Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information on the latest institutional transactions involving Vanguard Ftse Emerging Mkts Et (VWO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$333K - $383K
|
9.43K
$447K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.2KNew |
$361K - $416K
|
10.2K
$485K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6.81K+ 34.84% |
$240K - $277K
|
26.3K
$1.25M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.57KNew |
$303K - $348K
|
8.57K
$406K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
5.33KNew |
$188K - $217K
|
5.33K
$253K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.8K+ 63.05% |
$700K - $806K
|
51.2K
$2.43M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-41.9K- 13.11% |
$1.48M - $1.7M
|
278K
$13.2M
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
4.4KNew |
$155K - $179K
|
4.4K
$209K
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.26KNew |
$221K - $255K
|
6.26K
$297K
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-598K- 90.99% |
$21.1M - $24.3M
|
59.2K
$2.81M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
163KNew |
$5.74M - $6.61M
|
163K
$7.71M
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
39.9KNew |
$1.41M - $1.62M
|
39.9K
$1.89M
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
700New |
$24.7K - $28.5K
|
700
$33.2K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.99KNew |
$353K - $406K
|
9.99K
$474K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
150New |
$5.3K - $6.1K
|
150
$7.11K
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.28KNew |
$186K - $215K
|
5.28K
$250K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.9K+ 1.51% |
$173K - $199K
|
329K
$15.6M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
28+ 0.4% |
$989 - $1.14K
|
7.09K
$336K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-11K- 42.57% |
$389K - $448K
|
14.9K
$705K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-26.3K- 38.18% |
$928K - $1.07M
|
42.6K
$2.02M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
352New |
$12.4K - $14.3K
|
352
$16.7K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
971+ 2.09% |
$34.3K - $39.5K
|
47.3K
$2.24M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.57KNew |
$55.6K - $64K
|
1.57K
$74.6K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
994New |
$35.1K - $40.4K
|
994
$47.1K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.48KNew |
$87.7K - $101K
|
2.48K
$118K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
136New |
$4.8K - $5.53K
|
136
$6.45K
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-3.37K- 34.94% |
$119K - $137K
|
6.27K
$297K
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
5.91KNew |
$209K - $240K
|
5.91K
$280K
|
|
Q3 2022 | |||||||
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-5.65KClosed |
$206K - $240K
|
0
$0
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
72.3KNew |
$2.64M - $3.08M
|
72.3K
$3.43M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$7.3K - $8.51K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-106K- 10.39% |
$3.86M - $4.5M
|
913K
$43.3M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
94.2KNew |
$3.44M - $4.01M
|
94.2K
$4.47M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
196+ 6.54% |
$7.15K - $8.34K
|
3.19K
$151K
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-262- 4.47% |
$9.56K - $11.1K
|
5.6K
$266K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.11K+ 2.76% |
$77K - $89.8K
|
78.7K
$3.73M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
315+ 28.07% |
$11.5K - $13.4K
|
1.44K
$68.1K
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
435+ 8.24% |
$15.9K - $18.5K
|
5.71K
$271K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.72KClosed |
$209K - $243K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-25.8K- 27.07% |
$941K - $1.1M
|
69.5K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-909- 6.18% |
$33.2K - $38.7K
|
13.8K
$655K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 4.73% |
$547 - $638
|
332
$15.7K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
88+ 1.4% |
$3.21K - $3.74K
|
6.37K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 6.84% |
$394K - $459K
|
169K
$7.99M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.77KClosed |
$211K - $246K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
5.83K+ 4.96% |
$213K - $248K
|
123K
$5.85M
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
3.81K+ 1.17% |
$139K - $162K
|
330K
$15.6M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
25K+ 38.91% |
$911K - $1.06M
|
89.2K
$4.23M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
585K+ 331.63% |
$21.3M - $24.9M
|
761K
$36.1M
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.97KNew |
$108K - $126K
|
2.97K
$141K
|