Purchases and Sales Made in Q1 2023 in Vanguard Ftse All World Ex Us (VEU)
This table provides information about the institutional ownership of Vanguard Ftse All World Ex Us (VEU) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE ALL- WORLD EX-US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
65.7KNew |
$3.31M - $3.62M
|
65.7K
$3.81M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6K+ 49.15% |
$3.31M - $3.61M
|
199K
$11.5M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65.5KNew |
$3.3M - $3.61M
|
65.5K
$3.8M
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
63.4K+ 53.32% |
$3.2M - $3.49M
|
182K
$10.6M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.3K+ 5.74% |
$3.04M - $3.32M
|
1.11M
$64.4M
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
58.9KNew |
$2.97M - $3.24M
|
58.9K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
57.2K+ 124.94% |
$2.88M - $3.15M
|
103K
$5.96M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
56.9K+ 76.06% |
$2.87M - $3.13M
|
132K
$7.63M
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
56K+ 310.46% |
$2.82M - $3.08M
|
74K
$4.29M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
49.6K+ 20.92% |
$2.5M - $2.73M
|
287K
$16.6M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
48.7K+ 0.94% |
$2.45M - $2.68M
|
5.21M
$302M
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
47.4KNew |
$2.39M - $2.61M
|
47.4K
$2.75M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
46.6K+ 6.18% |
$2.35M - $2.56M
|
801K
$46.4M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
45.3K+ 0.8% |
$2.29M - $2.49M
|
5.71M
$331M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45.2K+ 526.06% |
$2.28M - $2.49M
|
53.8K
$3.12M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
44.9KNew |
$2.26M - $2.47M
|
44.9K
$2.6M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43KNew |
$2.17M - $2.37M
|
43K
$2.49M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 1.97% |
$2.12M - $2.32M
|
2.18M
$127M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
39.6KNew |
$2M - $2.18M
|
39.6K
$2.3M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
39.4KNew |
$1.99M - $2.17M
|
39.4K
$2.28M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
38.4K+ 4.11% |
$1.93M - $2.11M
|
972K
$56.3M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
37.1K+ 7.24% |
$1.87M - $2.04M
|
549K
$31.8M
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
37.1K+ 7.24% |
$1.87M - $2.04M
|
549K
$31.8M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35.2K+ 13.74% |
$1.77M - $1.94M
|
291K
$16.9M
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
BUY
|
- |
34.9K+ 10.62% |
$1.76M - $1.92M
|
364K
$21.1M
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
34.3K+ 614.44% |
$1.73M - $1.89M
|
39.9K
$2.31M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.2K+ 5.85% |
$1.72M - $1.88M
|
618K
$35.8M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
34.1K+ 13.24% |
$1.72M - $1.87M
|
291K
$16.9M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
33.7K+ 10.09% |
$1.7M - $1.85M
|
367K
$21.3M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.7K+ 1.71% |
$1.65M - $1.8M
|
1.94M
$112M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
32.5K+ 210.65% |
$1.64M - $1.79M
|
48K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.5K+ 62.97% |
$1.64M - $1.79M
|
84.1K
$4.87M
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
32.2K+ 2.92% |
$1.62M - $1.77M
|
1.13M
$65.6M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
32.1KNew |
$1.62M - $1.77M
|
32.1K
$1.86M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
30.8K+ 1.72% |
$1.55M - $1.7M
|
1.82M
$105M
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
30.7K+ 68.39% |
$1.55M - $1.69M
|
75.5K
$4.38M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
29.9K+ 669.78% |
$1.51M - $1.65M
|
34.4K
$1.99M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.2K+ 0.14% |
$1.47M - $1.6M
|
20.5M
$1.19B
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
28.5K+ 6.71% |
$1.44M - $1.57M
|
453K
$26.2M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
28.2K+ 8.69% |
$1.42M - $1.55M
|
353K
$20.4M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.5K+ 3.87% |
$1.34M - $1.46M
|
712K
$41.2M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.5K+ 92.68% |
$1.33M - $1.46M
|
55K
$3.19M
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
25.9K+ 26.92% |
$1.31M - $1.43M
|
122K
$7.09M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
25.6K+ 30.5% |
$1.29M - $1.41M
|
110K
$6.35M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
25.3K+ 47809.43% |
$1.28M - $1.39M
|
25.4K
$1.47M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25K+ 7.94% |
$1.26M - $1.38M
|
340K
$19.7M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24K+ 31.52% |
$1.21M - $1.32M
|
100K
$5.81M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
22.9KNew |
$1.16M - $1.26M
|
22.9K
$1.33M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
22.7K+ 4.49% |
$1.15M - $1.25M
|
528K
$30.6M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
22.3K+ 39.25% |
$1.12M - $1.23M
|
79.1K
$4.58M
|