Purchases and Sales Made in Q3 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.5K+ 2.27% |
$846K - $927K
|
877K
$42.4M
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
19.4K+ 413.82% |
$842K - $922K
|
24K
$1.16M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19K+ 8.09% |
$828K - $907K
|
254K
$12.3M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19K+ 7.0% |
$827K - $905K
|
290K
$14M
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
19K+ 7.28% |
$826K - $904K
|
280K
$13.5M
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
18.8K+ 18.86% |
$819K - $897K
|
119K
$5.73M
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18.7K+ 3.91% |
$814K - $891K
|
497K
$24M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18.6K+ 173.12% |
$811K - $888K
|
29.4K
$1.42M
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
18.5K+ 5.24% |
$805K - $881K
|
371K
$17.9M
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
18.3K+ 5.72% |
$796K - $871K
|
338K
$16.3M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
18.2K+ 2.23% |
$792K - $868K
|
836K
$40.4M
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
18.1KNew |
$789K - $864K
|
18.1K
$877K
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
18.1K+ 2.95% |
$789K - $864K
|
633K
$30.6M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
17.7KNew |
$772K - $845K
|
17.7K
$857K
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
17.7K+ 2.29% |
$771K - $844K
|
792K
$38.3M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.7KNew |
$769K - $842K
|
17.7K
$854K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.7K+ 15.68% |
$768K - $841K
|
130K
$6.29M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.6K+ 3.35% |
$765K - $838K
|
542K
$26.2M
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
17.5K+ 1.57% |
$760K - $832K
|
1.13M
$54.8M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.4K+ 5.01% |
$757K - $829K
|
365K
$17.6M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
17.3K+ 4.14% |
$754K - $826K
|
436K
$21.1M
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
17.3K+ 3.15% |
$754K - $825K
|
568K
$27.4M
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
17.3K+ 3.36% |
$753K - $825K
|
533K
$25.7M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.2K+ 2.95% |
$750K - $821K
|
602K
$29.1M
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 1.18% |
$745K - $816K
|
1.47M
$71.1M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
17K+ 257.25% |
$740K - $811K
|
23.6K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
BUY
|
- |
16.5K+ 240.73% |
$719K - $787K
|
23.4K
$1.13M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.5KNew |
$717K - $785K
|
16.5K
$797K
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
16.5K+ 5.95% |
$716K - $784K
|
293K
$14.2M
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.4K+ 3.56% |
$715K - $783K
|
478K
$23.1M
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
16.4K+ 4.23% |
$713K - $780K
|
404K
$19.5M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.2KNew |
$706K - $773K
|
16.2K
$784K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
16.2KNew |
$705K - $772K
|
16.2K
$783K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.2K+ 2.11% |
$703K - $769K
|
782K
$37.8M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16K+ 16.02% |
$697K - $763K
|
116K
$5.6M
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
15.9K+ 6.81% |
$692K - $757K
|
249K
$12.1M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.8K+ 0.47% |
$686K - $751K
|
3.37M
$163M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15.6K+ 4.41% |
$680K - $745K
|
370K
$17.9M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.4K+ 16.72% |
$671K - $734K
|
108K
$5.2M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.3K+ 0.26% |
$664K - $727K
|
5.82M
$281M
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
15.1KNew |
$659K - $721K
|
15.1K
$731K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15.1K+ 3.2% |
$656K - $718K
|
486K
$23.5M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15K+ 4.32% |
$653K - $715K
|
363K
$17.5M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
14.8K+ 39.51% |
$644K - $705K
|
52.3K
$2.53M
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14.8K+ 32.2% |
$643K - $704K
|
60.6K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.7K+ 14.62% |
$642K - $702K
|
116K
$5.59M
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.7K+ 81.9% |
$640K - $701K
|
32.7K
$1.58M
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 9.76% |
$638K - $698K
|
165K
$7.96M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
14.6K+ 4.16% |
$636K - $697K
|
366K
$17.7M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.5K+ 14.48% |
$630K - $690K
|
115K
$5.54M
|