Purchases and Sales Made in Q4 2023 in Vanguard Ftse Developed Market (VEA)
This table provides information about the institutional ownership of Vanguard Ftse Developed Market (VEA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.3K+ 22.42% |
$510K - $589K
|
67K
$3.39M
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
12.2K+ 4.08% |
$509K - $587K
|
312K
$15.8M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 12.83% |
$505K - $582K
|
107K
$5.4M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 14.68% |
$494K - $570K
|
92.7K
$4.69M
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
11.9K+ 3.3% |
$493K - $569K
|
371K
$18.8M
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
11.8K+ 5.11% |
$492K - $567K
|
243K
$12.3M
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
11.8K+ 1.77% |
$490K - $565K
|
678K
$34.3M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
11.8K+ 10.53% |
$489K - $564K
|
123K
$6.24M
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
11.7KNew |
$488K - $563K
|
11.7K
$594K
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
BUY
|
- |
11.7K+ 5.84% |
$487K - $562K
|
212K
$10.7M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11.7K+ 1.33% |
$486K - $561K
|
889K
$45M
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
11.5K+ 1.42% |
$480K - $554K
|
826K
$41.8M
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
11.5K+ 11.16% |
$479K - $553K
|
115K
$5.81M
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 0.16% |
$475K - $548K
|
7.24M
$366M
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.4K+ 6.19% |
$474K - $547K
|
195K
$9.89M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 11.04% |
$471K - $544K
|
114K
$5.77M
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11.3KNew |
$471K - $543K
|
11.3K
$573K
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.2K+ 4.41% |
$466K - $537K
|
265K
$13.4M
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11K+ 2.86% |
$457K - $527K
|
395K
$20M
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
10.9K+ 1.06% |
$455K - $525K
|
1.05M
$52.9M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.8K+ 2.94% |
$451K - $520K
|
379K
$19.2M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.8K+ 17.66% |
$448K - $517K
|
71.8K
$3.63M
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.7KNew |
$446K - $515K
|
10.7K
$543K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.7K+ 0.87% |
$446K - $515K
|
1.25M
$63.2M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
10.7K+ 0.44% |
$444K - $513K
|
2.45M
$124M
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
10.6K+ 1.7% |
$442K - $510K
|
636K
$32.2M
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.6K+ 26.11% |
$440K - $508K
|
51.1K
$2.58M
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
10.6KNew |
$440K - $508K
|
10.6K
$535K
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
10.5KNew |
$437K - $504K
|
10.5K
$532K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
10.5K+ 16.85% |
$435K - $502K
|
72.5K
$3.67M
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
10.4K+ 3.56% |
$434K - $501K
|
304K
$15.4M
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
10.4K+ 7.2% |
$432K - $498K
|
155K
$7.82M
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10.3K+ 5.85% |
$430K - $496K
|
187K
$9.47M
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
10.3KNew |
$429K - $495K
|
10.3K
$522K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
10.3K+ 1.76% |
$427K - $493K
|
594K
$30.1M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.2K+ 5.1% |
$426K - $492K
|
211K
$10.7M
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
10.2K+ 25.56% |
$425K - $490K
|
50.2K
$2.54M
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10.2KNew |
$423K - $489K
|
10.2K
$515K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
10.2K+ 8.97% |
$422K - $487K
|
123K
$6.25M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.1K+ 1.89% |
$420K - $484K
|
543K
$27.5M
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
10.1K+ 1.05% |
$420K - $484K
|
971K
$49.1M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10KNew |
$417K - $481K
|
10K
$507K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
9.85K+ 5.8% |
$409K - $473K
|
180K
$9.09M
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.81K+ 15.19% |
$408K - $471K
|
74.4K
$3.76M
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.78K+ 5.88% |
$407K - $469K
|
176K
$8.91M
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.72K+ 5.84% |
$404K - $466K
|
176K
$8.91M
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
9.68KNew |
$402K - $465K
|
9.68K
$490K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.61K+ 4.06% |
$399K - $461K
|
246K
$12.4M
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9.59K+ 24.61% |
$399K - $460K
|
48.5K
$2.46M
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
9.38KNew |
$390K - $450K
|
9.38K
$475K
|