Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.97K+ 48.42% |
$661K - $715K
|
18.3K
$2.32M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.89KNew |
$652K - $705K
|
5.89K
$747K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.66K+ 22.41% |
$627K - $678K
|
30.9K
$3.93M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.53K+ 2.4% |
$612K - $662K
|
235K
$29.9M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.53K+ 3.3% |
$612K - $662K
|
173K
$22M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.37K+ 173.26% |
$594K - $643K
|
8.46K
$1.07M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.31K+ 8.6% |
$588K - $636K
|
67.1K
$8.52M
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 6.21% |
$554K - $599K
|
85.5K
$10.9M
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
4.79K+ 1.65% |
$530K - $573K
|
294K
$37.4M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.52K+ 7.41% |
$500K - $541K
|
65.5K
$8.32M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.51K+ 54.38% |
$499K - $540K
|
12.8K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$491K - $531K
|
4.43K
$563K
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
4.41K+ 13.82% |
$488K - $528K
|
36.3K
$4.61M
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.3K+ 4.21% |
$476K - $515K
|
106K
$13.5M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.28K+ 6.42% |
$474K - $513K
|
70.9K
$9.01M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.21K+ 3.89% |
$466K - $504K
|
113K
$14.3M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.02K+ 36563.64% |
$445K - $482K
|
4.03K
$512K
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
3.96K+ 3.64% |
$438K - $474K
|
113K
$14.3M
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.93KNew |
$435K - $471K
|
3.93K
$499K
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.86KNew |
$427K - $462K
|
3.86K
$490K
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.83K+ 6.73% |
$424K - $458K
|
60.7K
$7.71M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.72K+ 11.29% |
$412K - $445K
|
36.7K
$4.66M
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3.68K+ 13.54% |
$408K - $441K
|
30.9K
$3.92M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.68K+ 2.12% |
$408K - $441K
|
177K
$22.5M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.66K+ 2.98% |
$406K - $439K
|
127K
$16.1M
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.53K+ 14.6% |
$391K - $423K
|
27.7K
$3.52M
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
3.42K+ 7.0% |
$378K - $409K
|
52.2K
$6.63M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.36K+ 27.86% |
$372K - $402K
|
15.4K
$1.96M
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
3.32KNew |
$367K - $397K
|
3.32K
$421K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.2K+ 28.66% |
$355K - $383K
|
14.4K
$1.82M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.08KNew |
$341K - $368K
|
3.08K
$390K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.03K+ 4.94% |
$336K - $363K
|
64.3K
$8.17M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3K+ 3.45% |
$333K - $360K
|
89.9K
$11.4M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.96KNew |
$328K - $354K
|
2.96K
$376K
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.93K+ 4.04% |
$325K - $351K
|
75.5K
$9.59M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.86K+ 20.14% |
$316K - $342K
|
17K
$2.16M
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.79K+ 11.19% |
$309K - $334K
|
27.7K
$3.52M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.79K+ 41.38% |
$309K - $334K
|
9.53K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.66K+ 1.34% |
$295K - $319K
|
201K
$25.6M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.53KNew |
$280K - $303K
|
2.53K
$321K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.45K+ 7.01% |
$271K - $293K
|
37.4K
$4.75M
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.34K+ 8.44% |
$260K - $281K
|
30.1K
$3.82M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$254K - $275K
|
2.3K
$292K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.25KNew |
$249K - $269K
|
2.25K
$285K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.1K+ 8.25% |
$233K - $252K
|
27.6K
$3.5M
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
2.08K+ 9.96% |
$230K - $249K
|
22.9K
$2.91M
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.06K+ 5.05% |
$228K - $246K
|
42.7K
$5.43M
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
2.05K+ 5.39% |
$227K - $245K
|
40K
$5.08M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.03K+ 66.74% |
$224K - $243K
|
5.06K
$642K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.02K+ 0.56% |
$224K - $242K
|
363K
$46.2M
|