Purchases and Sales Made in Q2 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
328KNew |
$14.6M - $15.5M
|
328K
$16.6M
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
321K+ 28.44% |
$14.3M - $15.2M
|
1.45M
$73.3M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
318K+ 8.34% |
$14.2M - $15M
|
4.13M
$209M
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
307K+ 4139.66% |
$13.7M - $14.5M
|
315K
$15.9M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
288K+ 1.08% |
$12.8M - $13.6M
|
26.8M
$1.36B
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
278K+ 24.2% |
$12.4M - $13.2M
|
1.43M
$72.2M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
267K+ 29.14% |
$11.9M - $12.6M
|
1.18M
$59.9M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266K+ 18.64% |
$11.9M - $12.6M
|
1.69M
$85.5M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
260K+ 19.03% |
$11.6M - $12.3M
|
1.63M
$82.2M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
253K+ 62.83% |
$11.3M - $12M
|
655K
$33.1M
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
244K+ 15.29% |
$10.9M - $11.6M
|
1.84M
$93.1M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
239K+ 33.84% |
$10.7M - $11.3M
|
946K
$47.8M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
236K+ 27.45% |
$10.5M - $11.2M
|
1.09M
$55.3M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
224K+ 20.08% |
$10M - $10.6M
|
1.34M
$67.7M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
222KNew |
$9.89M - $10.5M
|
222K
$11.2M
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
217KNew |
$9.67M - $10.3M
|
217K
$11M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
211K+ 37.79% |
$9.42M - $10M
|
770K
$38.9M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
210K+ 2.19% |
$9.39M - $9.95M
|
9.81M
$496M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
208KNew |
$9.3M - $9.86M
|
208K
$10.5M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
192K+ 7.69% |
$8.59M - $9.11M
|
2.69M
$136M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
182K+ 194.46% |
$8.13M - $8.63M
|
276K
$14M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 3.56% |
$7.85M - $8.33M
|
5.12M
$259M
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
171KNew |
$7.65M - $8.11M
|
171K
$8.67M
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
171K+ 11.77% |
$7.62M - $8.08M
|
1.62M
$82M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
170KNew |
$7.6M - $8.06M
|
170K
$8.61M
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
170KNew |
$7.57M - $8.02M
|
170K
$8.57M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
167K+ 4.17% |
$7.43M - $7.88M
|
4.16M
$211M
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
166K+ 2.39% |
$7.41M - $7.86M
|
7.12M
$360M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
159K+ 94.88% |
$7.1M - $7.53M
|
327K
$16.5M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
155K+ 3.24% |
$6.94M - $7.36M
|
4.96M
$251M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
155K+ 26.36% |
$6.91M - $7.33M
|
742K
$37.5M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
153K+ 165.4% |
$6.83M - $7.25M
|
246K
$12.4M
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
153KNew |
$6.81M - $7.22M
|
153K
$7.71M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
151K+ 781.32% |
$6.75M - $7.16M
|
171K
$8.63M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
151K+ 12.71% |
$6.74M - $7.15M
|
1.34M
$67.8M
|
|
Aug 03, 2023
Q2 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
149K+ 4.48% |
$6.65M - $7.05M
|
3.47M
$176M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
149K+ 1.9% |
$6.65M - $7.05M
|
7.98M
$404M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
144K+ 6.99% |
$6.44M - $6.83M
|
2.21M
$112M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
144K+ 3.04% |
$6.41M - $6.8M
|
4.87M
$246M
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
139K+ 141.65% |
$6.19M - $6.57M
|
237K
$12M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
139K+ 36.99% |
$6.19M - $6.56M
|
513K
$26M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
137K+ 34.77% |
$6.09M - $6.46M
|
529K
$26.7M
|
|
Aug 14, 2023
Q2 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
136K+ 30.26% |
$6.08M - $6.45M
|
586K
$29.7M
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
134K+ 15.62% |
$5.98M - $6.34M
|
992K
$50.1M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129K+ 0.3% |
$5.75M - $6.1M
|
42.9M
$2.17B
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129K+ 0.3% |
$5.75M - $6.1M
|
42.9M
$2.17B
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
121K+ 29.91% |
$5.41M - $5.73M
|
526K
$26.6M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
119K+ 15.77% |
$5.31M - $5.63M
|
874K
$44.2M
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
119KNew |
$5.31M - $5.63M
|
119K
$6.01M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118K+ 36.74% |
$5.27M - $5.59M
|
440K
$22.2M
|