Purchases and Sales Made in Q1 2023 in Vanguard Intl Eqty Ftse All Wo (VSS)
This table provides information about the institutional ownership of Vanguard Intl Eqty Ftse All Wo (VSS) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INTL EQTY FTSE ALL-WO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1K- 1.83% |
$104K - $114K
|
53.8K
$6.11M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.02K- 27.21% |
$105K - $115K
|
2.72K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.02K- 4.13% |
$106K - $116K
|
23.8K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.03K- 92.76% |
$106K - $116K
|
80
$9.09K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.08K- 9.54% |
$111K - $122K
|
10.2K
$1.16M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.15K- 34.13% |
$119K - $130K
|
2.22K
$252K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.23K- 8.39% |
$127K - $140K
|
13.4K
$1.53M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.33K- 23.58% |
$138K - $151K
|
4.32K
$491K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 14.58% |
$142K - $156K
|
8.03K
$913K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.42K- 4.28% |
$146K - $161K
|
31.6K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 35.0% |
$151K - $166K
|
2.72K
$309K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.52K- 5.35% |
$157K - $172K
|
26.8K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.52K- 36.89% |
$157K - $173K
|
2.61K
$296K
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.54K- 39.72% |
$159K - $175K
|
2.34K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.59K- 23.54% |
$164K - $180K
|
5.16K
$587K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.62K- 10.21% |
$167K - $183K
|
14.2K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.76K- 13.28% |
$182K - $200K
|
11.5K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.77K- 15.62% |
$183K - $201K
|
9.58K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.78K- 8.25% |
$184K - $202K
|
19.8K
$2.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-1.81K- 4.13% |
$187K - $205K
|
42K
$4.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.97K- 5.54% |
$204K - $224K
|
33.6K
$3.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.14K- 8.01% |
$221K - $243K
|
24.6K
$2.79M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.18K- 26.68% |
$225K - $247K
|
5.99K
$681K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-2.2K- 4.16% |
$227K - $249K
|
50.6K
$5.75M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.27K- 37.02% |
$234K - $257K
|
3.86K
$438K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 12.71% |
$242K - $266K
|
16.1K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 13.6% |
$244K - $268K
|
15K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.59K- 13.81% |
$267K - $293K
|
16.1K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.64K- 0.88% |
$273K - $300K
|
298K
$33.9M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 73.0% |
$279K - $307K
|
1K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.01K- 30.97% |
$311K - $342K
|
6.71K
$762K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.07K- 40.37% |
$317K - $348K
|
4.54K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.08K- 3.48% |
$318K - $349K
|
85.4K
$9.7M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.21K- 5.64% |
$332K - $365K
|
53.7K
$6.1M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.28K- 1.86% |
$338K - $372K
|
173K
$19.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.38K- 8.22% |
$350K - $384K
|
37.8K
$4.29M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.54K- 3.5% |
$366K - $402K
|
97.5K
$11.1M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.58K- 88.94% |
$370K - $406K
|
445
$50.6K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.63K- 3.45% |
$375K - $412K
|
102K
$11.6M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.74K- 1.47% |
$386K - $424K
|
250K
$28.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.95K- 50.57% |
$408K - $448K
|
3.86K
$439K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.01K- 9.55% |
$414K - $454K
|
37.9K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.05K- 12.06% |
$419K - $460K
|
29.6K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.09K- 21.14% |
$422K - $464K
|
15.2K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.14K- 58.8% |
$427K - $469K
|
2.9K
$329K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.14K- 58.8% |
$427K - $469K
|
2.9K
$329K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.23K- 13.05% |
$437K - $479K
|
28.1K
$3.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.25K- 14.74% |
$439K - $482K
|
24.6K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.33K- 6.63% |
$447K - $491K
|
60.9K
$6.92M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.47K- 1.44% |
$462K - $507K
|
305K
$34.7M
|