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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49.5KNew |
$2.06M - $2.37M
|
49.5K
$2.5M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.3K+ 18.9% |
$2.05M - $2.37M
|
310K
$15.7M
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.5KNew |
$2.02M - $2.33M
|
48.5K
$2.46M
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
48.4K+ 5.8% |
$2.01M - $2.32M
|
882K
$44.6M
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
48.2KNew |
$2M - $2.31M
|
48.2K
$2.44M
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
46.7K+ 15.4% |
$1.94M - $2.24M
|
350K
$17.7M
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
46.6K+ 18.66% |
$1.94M - $2.23M
|
296K
$15M
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
45.9K+ 8.0% |
$1.91M - $2.2M
|
619K
$31.3M
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
45.7K+ 28.88% |
$1.9M - $2.19M
|
204K
$10.3M
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
45.4K+ 8.79% |
$1.89M - $2.18M
|
562K
$28.4M
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
45.2K+ 28.61% |
$1.88M - $2.17M
|
203K
$10.3M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
43.7K+ 66.22% |
$1.82M - $2.1M
|
110K
$5.56M
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
43.4K+ 10.14% |
$1.8M - $2.08M
|
471K
$23.8M
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
43K+ 19550.91% |
$1.79M - $2.06M
|
43.2K
$2.19M
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
42.1K+ 14.81% |
$1.75M - $2.02M
|
326K
$16.5M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
41.9K+ 10.77% |
$1.74M - $2.01M
|
431K
$21.8M
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
41.7K+ 6.68% |
$1.74M - $2M
|
666K
$33.7M
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
41.4KNew |
$1.72M - $1.98M
|
41.4K
$2.09M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41.1KNew |
$1.71M - $1.97M
|
41.1K
$2.08M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
40.5K+ 7.19% |
$1.68M - $1.94M
|
604K
$30.6M
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
40.4K+ 64.7% |
$1.68M - $1.94M
|
103K
$5.2M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.3K+ 2.61% |
$1.68M - $1.94M
|
1.59M
$80.2M
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40.3K+ 8.63% |
$1.68M - $1.93M
|
507K
$25.7M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.1K+ 5.19% |
$1.67M - $1.92M
|
813K
$41.1M
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
40.1KNew |
$1.67M - $1.92M
|
40.1K
$2.03M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
39.7K+ 6.25% |
$1.65M - $1.91M
|
675K
$34.2M
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
39.3K+ 2.67% |
$1.64M - $1.89M
|
1.51M
$76.4M
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39.1K+ 4.96% |
$1.62M - $1.87M
|
826K
$41.8M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
38.6K+ 18.13% |
$1.6M - $1.85M
|
251K
$12.7M
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
38.5K+ 1.04% |
$1.6M - $1.85M
|
3.75M
$190M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
37.6K+ 51.04% |
$1.56M - $1.8M
|
111K
$5.62M
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
37.2K+ 6.23% |
$1.55M - $1.78M
|
634K
$32.1M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
37KNew |
$1.54M - $1.78M
|
37K
$1.87M
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
36.7KNew |
$1.52M - $1.76M
|
36.7K
$1.86M
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
36.2K+ 8.26% |
$1.5M - $1.74M
|
474K
$24M
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35.8K+ 4.7% |
$1.49M - $1.72M
|
798K
$40.4M
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
34.7KNew |
$1.44M - $1.67M
|
34.7K
$1.76M
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
34.3KNew |
$1.43M - $1.65M
|
34.3K
$1.74M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34.3KNew |
$1.42M - $1.64M
|
34.3K
$1.73M
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
33.1KNew |
$1.38M - $1.59M
|
33.1K
$1.68M
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.1KNew |
$1.38M - $1.59M
|
33.1K
$1.67M
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
33KNew |
$1.37M - $1.58M
|
33K
$1.67M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
32.6K+ 4.05% |
$1.36M - $1.57M
|
838K
$42.4M
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
32.3KNew |
$1.34M - $1.55M
|
32.3K
$1.64M
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
32.3K+ 5.18% |
$1.34M - $1.55M
|
656K
$33.2M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
31.5K+ 4.59% |
$1.31M - $1.51M
|
718K
$36.3M
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
31.4K+ 5.37% |
$1.31M - $1.51M
|
616K
$31.2M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.3K+ 290.06% |
$1.3M - $1.5M
|
42.1K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
31.2K+ 18.25% |
$1.3M - $1.5M
|
202K
$10.2M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
30.3K+ 2.25% |
$1.26M - $1.45M
|
1.38M
$69.8M
|