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 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
428KNew |
$17.8M - $20.6M
|
428K
$21.7M
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
411KNew |
$17.1M - $19.7M
|
411K
$20.8M
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
381KNew |
$15.8M - $18.3M
|
381K
$19.3M
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
367K+ 44.73% |
$15.3M - $17.6M
|
1.19M
$60.1M
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
367K+ 6132.11% |
$15.3M - $17.6M
|
373K
$18.9M
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
364KNew |
$15.1M - $17.5M
|
364K
$18.4M
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
358KNew |
$14.9M - $17.2M
|
358K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
348K+ 10.55% |
$14.5M - $16.7M
|
3.65M
$185M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
348K+ 3.46% |
$14.5M - $16.7M
|
10.4M
$526M
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
332K+ 15.41% |
$13.8M - $15.9M
|
2.48M
$126M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
328K+ 74.94% |
$13.6M - $15.7M
|
765K
$38.7M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
321K+ 18.16% |
$13.4M - $15.4M
|
2.09M
$106M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
321K+ 5.81% |
$13.3M - $15.4M
|
5.84M
$295M
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
316KNew |
$13.1M - $15.1M
|
316K
$16M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
313KNew |
$13M - $15M
|
313K
$15.8M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
298K+ 40.66% |
$12.4M - $14.3M
|
1.03M
$52.1M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
296K+ 8.65% |
$12.3M - $14.2M
|
3.72M
$188M
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
295K+ 12.97% |
$12.3M - $14.2M
|
2.57M
$130M
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
295K+ 17.91% |
$12.2M - $14.1M
|
1.94M
$98.1M
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
294K+ 5.39% |
$12.2M - $14.1M
|
5.75M
$291M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
291K+ 21.89% |
$12.1M - $14M
|
1.62M
$82M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
289K+ 6.85% |
$12M - $13.9M
|
4.52M
$229M
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
289K+ 4.15% |
$12M - $13.9M
|
7.24M
$366M
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
287KNew |
$12M - $13.8M
|
287K
$14.5M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
282KNew |
$11.7M - $13.6M
|
282K
$14.3M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
275KNew |
$11.4M - $13.2M
|
275K
$13.9M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
275K+ 100.34% |
$11.4M - $13.2M
|
549K
$27.8M
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
272KNew |
$11.3M - $13M
|
272K
$13.8M
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
271KNew |
$11.3M - $13M
|
271K
$13.7M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
269K+ 17.74% |
$11.2M - $12.9M
|
1.78M
$90.3M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
262K+ 1.33% |
$10.9M - $12.6M
|
19.9M
$1.01B
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
261KNew |
$10.8M - $12.5M
|
261K
$13.2M
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
260KNew |
$10.8M - $12.5M
|
260K
$13.2M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
256K+ 3156.66% |
$10.7M - $12.3M
|
264K
$13.4M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
255K+ 2.73% |
$10.6M - $12.2M
|
9.59M
$485M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
244K+ 1320.51% |
$10.1M - $11.7M
|
262K
$13.3M
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
243K+ 38.73% |
$10.1M - $11.6M
|
869K
$44M
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
242K+ 44.2% |
$10.1M - $11.6M
|
790K
$40M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
241K+ 80.07% |
$10M - $11.6M
|
542K
$27.4M
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
240KNew |
$10M - $11.5M
|
240K
$12.2M
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
227KNew |
$9.46M - $10.9M
|
227K
$11.5M
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
223KNew |
$9.29M - $10.7M
|
223K
$11.3M
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
217K+ 19.72% |
$9.04M - $10.4M
|
1.32M
$66.8M
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
212KNew |
$8.83M - $10.2M
|
212K
$10.7M
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
212K+ 99.58% |
$8.8M - $10.2M
|
424K
$21.5M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
206KNew |
$8.56M - $9.88M
|
206K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
205KNew |
$8.51M - $9.83M
|
205K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
205K+ 54.17% |
$8.51M - $9.83M
|
583K
$29.5M
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
201KNew |
$8.35M - $9.64M
|
201K
$10.2M
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
201KNew |
$8.35M - $9.64M
|
201K
$10.2M
|