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 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.89KNew |
$328K - $378K
|
7.89K
$399K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.87K+ 11.78% |
$327K - $378K
|
74.7K
$3.78M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.86K+ 4.17% |
$327K - $377K
|
197K
$9.95M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
7.79K+ 126.19% |
$324K - $374K
|
14K
$707K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7.76KNew |
$323K - $372K
|
7.76K
$393K
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
7.75KNew |
$322K - $372K
|
7.75K
$392K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
7.67KNew |
$319K - $368K
|
7.67K
$388K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.65K+ 2.3% |
$318K - $367K
|
341K
$17.2M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.61KNew |
$317K - $365K
|
7.61K
$385K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
7.59K+ 4.15% |
$316K - $364K
|
190K
$9.63M
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.56K+ 0.5% |
$314K - $363K
|
1.52M
$76.9M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.54K+ 11.25% |
$314K - $362K
|
74.6K
$3.78M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.51K+ 6.03% |
$312K - $360K
|
132K
$6.68M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.44K+ 0.13% |
$310K - $357K
|
5.83M
$295M
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
7.44K+ 150.14% |
$309K - $357K
|
12.4K
$627K
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.42KNew |
$309K - $356K
|
7.42K
$376K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
7.42K+ 5.23% |
$308K - $356K
|
149K
$7.55M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.39K+ 44.26% |
$307K - $355K
|
24.1K
$1.22M
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.37K+ 2.94% |
$307K - $354K
|
258K
$13.1M
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.35K+ 6.89% |
$306K - $353K
|
114K
$5.77M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.34K+ 0.41% |
$305K - $352K
|
1.79M
$90.7M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.33K+ 0.67% |
$305K - $352K
|
1.1M
$55.5M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.3K+ 6.07% |
$304K - $350K
|
128K
$6.46M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.27K+ 1.8% |
$302K - $349K
|
410K
$20.8M
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
7.2KNew |
$299K - $345K
|
7.2K
$364K
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.19K+ 58.48% |
$299K - $345K
|
19.5K
$986K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
7.15K+ 20.0% |
$297K - $343K
|
42.9K
$2.17M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.15K+ 40.51% |
$297K - $343K
|
24.8K
$1.25M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.09K+ 35.6% |
$295K - $340K
|
27K
$1.37M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.01KNew |
$291K - $336K
|
7.01K
$354K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
6.98K+ 113.17% |
$290K - $335K
|
13.1K
$665K
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.98KNew |
$290K - $335K
|
6.98K
$353K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.92K+ 8.4% |
$288K - $332K
|
89.3K
$4.52M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.9KNew |
$287K - $331K
|
6.9K
$349K
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.89KNew |
$286K - $331K
|
6.89K
$348K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.83K+ 15.59% |
$284K - $328K
|
50.6K
$2.56M
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.74K+ 7.09% |
$280K - $323K
|
102K
$5.15M
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.69K+ 5.97% |
$278K - $321K
|
119K
$6.01M
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 5.73% |
$275K - $318K
|
122K
$6.18M
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.6KNew |
$274K - $317K
|
6.6K
$334K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.57K+ 20.12% |
$273K - $315K
|
39.3K
$1.99M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.55K+ 14.88% |
$272K - $314K
|
50.6K
$2.56M
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.55K+ 6.01% |
$272K - $314K
|
115K
$5.84M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.52K+ 7.48% |
$271K - $313K
|
93.6K
$4.74M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
6.49K+ 1.19% |
$270K - $312K
|
551K
$27.9M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.47K+ 2.37% |
$269K - $310K
|
280K
$14.1M
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.46K+ 6.91% |
$269K - $310K
|
100K
$5.06M
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.46K+ 5.71% |
$269K - $310K
|
120K
$6.05M
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.43K+ 2.11% |
$267K - $308K
|
312K
$15.8M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.41KNew |
$266K - $308K
|
6.41K
$324K
|