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
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.03K+ 5.84% |
$52K - $56.8K
|
18.7K
$1.07M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.01K+ 0.46% |
$51.1K - $55.7K
|
221K
$12.6M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1KNew |
$50.4K - $55K
|
1K
$57.2K
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
988+ 0.2% |
$49.8K - $54.4K
|
497K
$28.4M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
973+ 13.19% |
$49.1K - $53.5K
|
8.35K
$478K
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
970+ 6.83% |
$48.9K - $53.4K
|
15.2K
$868K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
965+ 14.65% |
$48.7K - $53.1K
|
7.55K
$432K
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
965+ 2.61% |
$48.7K - $53.1K
|
37.9K
$2.17M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
963+ 15.36% |
$48.6K - $53K
|
7.23K
$414K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
934+ 2.79% |
$47.1K - $51.4K
|
34.5K
$1.97M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
933+ 0.92% |
$47K - $51.3K
|
102K
$5.82M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
931+ 1.9% |
$46.9K - $51.2K
|
49.8K
$2.85M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
928New |
$46.8K - $51.1K
|
928
$53.1K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
922New |
$46.5K - $50.7K
|
922
$52.7K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
896+ 1.44% |
$45.2K - $49.3K
|
63K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
840+ 9.29% |
$42.4K - $46.2K
|
9.88K
$565K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
833+ 14.54% |
$42K - $45.8K
|
6.56K
$375K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
821+ 1.55% |
$41.4K - $45.2K
|
53.9K
$3.08M
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
816+ 401.97% |
$41.1K - $44.9K
|
1.02K
$58.3K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
799+ 0.38% |
$40.3K - $44K
|
212K
$12.1M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
792+ 1.79% |
$39.9K - $43.6K
|
45K
$2.57M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
784+ 0.62% |
$39.5K - $43.1K
|
127K
$7.26M
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
780+ 16.1% |
$39.3K - $42.9K
|
5.63K
$322K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
771+ 4.09% |
$38.9K - $42.4K
|
19.6K
$1.12M
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
769+ 7.23% |
$38.8K - $42.3K
|
11.4K
$653K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
764+ 3.82% |
$38.5K - $42K
|
20.8K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
736New |
$37.1K - $40.5K
|
736
$42.1K
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
710+ 9.85% |
$35.8K - $39.1K
|
7.92K
$453K
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
700+ 3.5% |
$35.3K - $38.5K
|
20.7K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
693+ 0.62% |
$34.9K - $38.1K
|
112K
$6.4M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
681+ 2.91% |
$34.3K - $37.5K
|
24.1K
$1.38M
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
669+ 7.11% |
$33.7K - $36.8K
|
10.1K
$576K
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
660+ 10.86% |
$33.3K - $36.3K
|
6.74K
$385K
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
660+ 1.44% |
$33.3K - $36.3K
|
46.4K
$2.65M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
656+ 4.37% |
$33.1K - $36.1K
|
15.7K
$895K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
626+ 7.55% |
$31.6K - $34.4K
|
8.92K
$510K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
623+ 8.81% |
$31.4K - $34.3K
|
7.7K
$440K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
618+ 2.84% |
$31.2K - $34K
|
22.4K
$1.28M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
615+ 10.64% |
$31K - $33.8K
|
6.4K
$366K
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
606+ 5.04% |
$30.6K - $33.3K
|
12.6K
$722K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
600+ 14.76% |
$30.3K - $33K
|
4.67K
$267K
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
600+ 3.76% |
$30.3K - $33K
|
16.6K
$947K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
599+ 24.58% |
$30.2K - $33K
|
3.04K
$174K
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
581+ 4.88% |
$29.3K - $32K
|
12.5K
$715K
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
551+ 0.15% |
$27.8K - $30.3K
|
357K
$20.4M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
547+ 8.64% |
$27.6K - $30.1K
|
6.88K
$393K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
546+ 1.48% |
$27.5K - $30K
|
37.4K
$2.14M
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
537+ 3.59% |
$27.1K - $29.6K
|
15.5K
$888K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
531+ 0.67% |
$26.8K - $29.2K
|
79.4K
$4.54M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
514+ 0.14% |
$25.9K - $28.3K
|
374K
$21.4M
|