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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
40.8K+ 16.34% |
$1.82M - $1.93M
|
290K
$14.7M
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40.4K+ 8.21% |
$1.81M - $1.91M
|
533K
$27M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
40.4K+ 29.86% |
$1.8M - $1.91M
|
176K
$8.89M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.4K+ 27.82% |
$1.8M - $1.91M
|
186K
$9.39M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40.3K+ 1.5% |
$1.8M - $1.91M
|
2.72M
$138M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
40.2K+ 13.29% |
$1.79M - $1.9M
|
342K
$17.3M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40K+ 57.67% |
$1.79M - $1.89M
|
109K
$5.54M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
40K+ 11.99% |
$1.79M - $1.89M
|
374K
$18.9M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
39.7K+ 1.19% |
$1.77M - $1.88M
|
3.39M
$171M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
39.6K+ 9.36% |
$1.77M - $1.87M
|
462K
$23.4M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
39.6K+ 32.69% |
$1.77M - $1.87M
|
161K
$8.13M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
39.4K+ 78.57% |
$1.76M - $1.87M
|
89.6K
$4.53M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
38.4K+ 71.46% |
$1.72M - $1.82M
|
92.2K
$4.67M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
37.4K+ 59.73% |
$1.67M - $1.77M
|
99.9K
$5.06M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
37.3KNew |
$1.66M - $1.77M
|
37.3K
$1.89M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
37.1K+ 24.68% |
$1.65M - $1.75M
|
187K
$9.48M
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
36.8K+ 20.49% |
$1.64M - $1.74M
|
216K
$11M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
36.5K+ 5.96% |
$1.63M - $1.73M
|
648K
$32.8M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.7K+ 3.1% |
$1.59M - $1.69M
|
1.19M
$60.1M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
35.7K+ 6.18% |
$1.59M - $1.69M
|
614K
$31M
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
35.7K+ 6.7% |
$1.59M - $1.69M
|
568K
$28.7M
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
35.6K+ 46.73% |
$1.59M - $1.68M
|
112K
$5.65M
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
35K+ 3.61% |
$1.56M - $1.66M
|
1.01M
$50.9M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
33.9KNew |
$1.51M - $1.6M
|
33.9K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
33.4K+ 10.46% |
$1.49M - $1.58M
|
353K
$17.9M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
33.4K+ 3.17% |
$1.49M - $1.58M
|
1.09M
$55M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
32.7K+ 2.81% |
$1.46M - $1.55M
|
1.2M
$60.5M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
32K+ 6.89% |
$1.43M - $1.51M
|
496K
$25.1M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.9K+ 209.9% |
$1.42M - $1.51M
|
47.1K
$2.38M
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
31.9KNew |
$1.42M - $1.51M
|
31.9K
$1.61M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
31.8K+ 2.94% |
$1.42M - $1.51M
|
1.11M
$56.4M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31.7K+ 20.71% |
$1.41M - $1.5M
|
185K
$9.35M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.6K+ 6.74% |
$1.41M - $1.49M
|
500K
$25.3M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
31K+ 8.8% |
$1.38M - $1.47M
|
383K
$19.4M
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
30.9K+ 8.87% |
$1.38M - $1.46M
|
379K
$19.2M
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
30.9K+ 2.1% |
$1.38M - $1.46M
|
1.5M
$75.9M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
30.8K+ 24.07% |
$1.37M - $1.46M
|
159K
$8.02M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30.7K+ 8.99% |
$1.37M - $1.46M
|
373K
$18.9M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
30.5K+ 3.15% |
$1.36M - $1.45M
|
999K
$50.5M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
30.1K+ 2094.72% |
$1.35M - $1.43M
|
31.6K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
29.8K+ 11.72% |
$1.33M - $1.41M
|
284K
$14.4M
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
29.4K+ 30.59% |
$1.31M - $1.39M
|
126K
$6.35M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.2K+ 87.56% |
$1.3M - $1.38M
|
62.5K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
29.2K+ 21.59% |
$1.3M - $1.38M
|
164K
$8.31M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
29.1K+ 4.17% |
$1.3M - $1.38M
|
728K
$36.8M
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
29.1K+ 8.35% |
$1.3M - $1.38M
|
377K
$19.1M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28.2KNew |
$1.26M - $1.33M
|
28.2K
$1.43M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28K+ 113.39% |
$1.25M - $1.32M
|
52.6K
$2.66M
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
27.2K+ 3.33% |
$1.21M - $1.29M
|
843K
$42.7M
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
26.9K+ 5.39% |
$1.2M - $1.27M
|
526K
$26.6M
|