Purchases and Sales Made in Q1 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE DEVELOPED MARKET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67.8K+ 22.08% |
$2.86M - $3.13M
|
375K
$18.5M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
67.1K+ 3.25% |
$2.83M - $3.1M
|
2.14M
$106M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
66.5K+ 1.41% |
$2.81M - $3.07M
|
4.79M
$236M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
66.1K+ 7.26% |
$2.79M - $3.05M
|
977K
$48.3M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
65.4K+ 8.61% |
$2.76M - $3.02M
|
826K
$40.8M
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
65.1K+ 11.79% |
$2.75M - $3.01M
|
617K
$30.5M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
65K+ 1.6% |
$2.74M - $3M
|
4.13M
$204M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
64.8K+ 25.22% |
$2.73M - $2.99M
|
322K
$15.9M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
63.9K+ 1.29% |
$2.7M - $2.95M
|
5M
$247M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
63.4KNew |
$2.67M - $2.93M
|
63.4K
$3.13M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
61.9K+ 14.73% |
$2.61M - $2.86M
|
482K
$23.8M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
61.2K+ 8.06% |
$2.58M - $2.83M
|
822K
$40.6M
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
61.2K+ 6.14% |
$2.58M - $2.83M
|
1.06M
$52.3M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 1.46% |
$2.58M - $2.83M
|
4.26M
$210M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
60.8K+ 4.82% |
$2.57M - $2.81M
|
1.32M
$65.4M
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
60K+ 8.39% |
$2.53M - $2.77M
|
775K
$38.3M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
58.5K+ 8.13% |
$2.47M - $2.7M
|
779K
$38.5M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
58.1KNew |
$2.45M - $2.68M
|
58.1K
$2.87M
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
57.9K+ 7.58% |
$2.44M - $2.67M
|
822K
$40.6M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.6K+ 5.28% |
$2.43M - $2.66M
|
1.15M
$56.8M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
55.9K+ 7.28% |
$2.36M - $2.58M
|
824K
$40.7M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
54.9K+ 2.71% |
$2.32M - $2.54M
|
2.08M
$103M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54.4K+ 13.14% |
$2.29M - $2.51M
|
468K
$23.1M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
54.3K+ 279.99% |
$2.29M - $2.51M
|
73.7K
$3.64M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
54.1K+ 5.92% |
$2.28M - $2.5M
|
968K
$47.8M
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
53.6K+ 44.58% |
$2.26M - $2.47M
|
174K
$8.58M
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
53.5K+ 6.95% |
$2.26M - $2.47M
|
823K
$40.7M
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
52.3K+ 9.65% |
$2.21M - $2.41M
|
594K
$29.4M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
52.1K+ 279.2% |
$2.2M - $2.41M
|
70.8K
$3.5M
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
50.4K+ 3.82% |
$2.13M - $2.33M
|
1.37M
$67.8M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50.3K+ 4.02% |
$2.12M - $2.32M
|
1.3M
$64.3M
|
|
May 15, 2023
Q1 2023
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
50.2K+ 8.3% |
$2.12M - $2.32M
|
655K
$32.3M
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50.1K+ 18.65% |
$2.11M - $2.31M
|
319K
$15.7M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 7.94% |
$2.1M - $2.3M
|
678K
$33.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.8K+ 1.37% |
$2.06M - $2.25M
|
3.62M
$179M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
48.8K+ 2.65% |
$2.06M - $2.25M
|
1.89M
$93.3M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48.6K+ 0.5% |
$2.05M - $2.25M
|
9.71M
$480M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
48.2K+ 137.04% |
$2.03M - $2.22M
|
83.3K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47.8K+ 24.4% |
$2.02M - $2.21M
|
244K
$12M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
46.7K+ 0.5% |
$1.97M - $2.16M
|
9.4M
$464M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
46.7K+ 3.94% |
$1.97M - $2.16M
|
1.23M
$60.8M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
46.6K+ 385.45% |
$1.97M - $2.15M
|
58.7K
$2.9M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46.2KNew |
$1.95M - $2.13M
|
46.2K
$2.28M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
45.2K+ 323.63% |
$1.91M - $2.09M
|
59.2K
$2.92M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
44.9K+ 24.2% |
$1.89M - $2.07M
|
230K
$11.4M
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
43.9KNew |
$1.85M - $2.03M
|
43.9K
$2.17M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.7K+ 31.06% |
$1.84M - $2.02M
|
184K
$9.1M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.1K+ 26.96% |
$1.82M - $1.99M
|
203K
$10M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
43K+ 0.92% |
$1.81M - $1.98M
|
4.73M
$233M
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
42.5K+ 1.93% |
$1.79M - $1.96M
|
2.25M
$111M
|