Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
536+ 7.2% |
$56.6K - $62.1K
|
7.98K
$913K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
514+ 13.77% |
$54.2K - $59.6K
|
4.25K
$486K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
513+ 1.3% |
$54.1K - $59.5K
|
40.1K
$4.59M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
507+ 3.69% |
$53.5K - $58.8K
|
14.2K
$1.63M
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
489+ 1.79% |
$51.6K - $56.7K
|
27.8K
$3.18M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
438+ 15.26% |
$46.2K - $50.8K
|
3.31K
$378K
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
389+ 6.23% |
$41K - $45.1K
|
6.63K
$759K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
380+ 0.75% |
$40.1K - $44.1K
|
51.2K
$5.86M
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
364+ 1.2% |
$38.4K - $42.2K
|
30.7K
$3.52M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
363+ 6.43% |
$38.3K - $42.1K
|
6.01K
$687K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
354+ 2.97% |
$37.4K - $41K
|
12.3K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
352+ 12.18% |
$37.1K - $40.8K
|
3.24K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
350+ 13.66% |
$36.9K - $40.6K
|
2.91K
$333K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
308+ 5.79% |
$32.5K - $35.7K
|
5.63K
$644K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
287+ 43.68% |
$30.3K - $33.3K
|
944
$108K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
281+ 1.45% |
$29.6K - $32.6K
|
19.6K
$2.24M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 7.39% |
$29.5K - $32.5K
|
4.07K
$465K
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
275+ 4.13% |
$29K - $31.9K
|
6.94K
$794K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
260+ 0.47% |
$27.4K - $30.1K
|
55.3K
$6.33M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
257+ 2.29% |
$27.1K - $29.8K
|
11.5K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
254New |
$26.8K - $29.4K
|
254
$29.1K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
242+ 1.13% |
$25.5K - $28.1K
|
21.7K
$2.48M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
239+ 5.99% |
$25.2K - $27.7K
|
4.23K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
232New |
$24.5K - $26.9K
|
232
$26.5K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
226+ 9.88% |
$23.8K - $26.2K
|
2.51K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
225+ 2.45% |
$23.7K - $26.1K
|
9.4K
$1.08M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
212New |
$22.4K - $24.6K
|
212
$24.3K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
206New |
$21.7K - $23.9K
|
206
$23.6K
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
183+ 0.72% |
$19.3K - $21.2K
|
25.5K
$2.91M
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
174+ 6.44% |
$18.4K - $20.2K
|
2.88K
$329K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
173+ 6.68% |
$18.3K - $20.1K
|
2.76K
$316K
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
171+ 1.7% |
$18K - $19.8K
|
10.2K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
165+ 211.54% |
$17.4K - $19.1K
|
243
$27.8K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
158+ 1.57% |
$16.7K - $18.3K
|
10.2K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
157+ 0.18% |
$16.6K - $18.2K
|
86.8K
$9.93M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
155New |
$16.4K - $18K
|
155
$17.7K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
152+ 2.21% |
$16K - $17.6K
|
7.04K
$806K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
133+ 1.29% |
$14K - $15.4K
|
10.5K
$1.2M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
133+ 1.07% |
$14K - $15.4K
|
12.6K
$1.44M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
125+ 1.46% |
$13.2K - $14.5K
|
8.67K
$992K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 28.12% |
$11.2K - $12.3K
|
483
$55.3K
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
104+ 1.84% |
$11K - $12.1K
|
5.77K
$660K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
102+ 0.79% |
$10.8K - $11.8K
|
13.1K
$1.49M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.65% |
$10.6K - $11.6K
|
6.17K
$705K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
96+ 1.25% |
$10.1K - $11.1K
|
7.75K
$887K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
96+ 2.93% |
$10.1K - $11.1K
|
3.37K
$386K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
93New |
$9.81K - $10.8K
|
93
$10.6K
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
86+ 0.16% |
$9.07K - $9.97K
|
52.9K
$6.05M
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
70New |
$7.39K - $8.12K
|
70
$8.01K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
67+ 136.73% |
$7.07K - $7.77K
|
116
$13.3K
|