Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11New |
$1.09K - $1.27K
|
11
$1.26K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$994 - $1.15K
|
10
$1.14K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 2.58% |
$994 - $1.15K
|
397
$45.4K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9+ 0.34% |
$895 - $1.04K
|
2.69K
$307K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 3.91% |
$895 - $1.04K
|
239
$27.3K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8+ 0.17% |
$796 - $921
|
4.61K
$527K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.05% |
$696 - $806
|
14K
$1.6M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.46% |
$597 - $691
|
1.32K
$151K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.92% |
$597 - $691
|
658
$75.2K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$398 - $460
|
4
$457
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 0.28% |
$398 - $460
|
1.41K
$161K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.16% |
$298 - $345
|
1.93K
$221K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 5.36% |
$298 - $345
|
59
$6.74K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$298 - $345
|
3.95K
$452K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 3.23% |
$199 - $230
|
64
$7.31K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.15% |
$199 - $230
|
95
$10.9K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 4.88% |
$199 - $230
|
43
$4.91K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 2.38% |
$199 - $230
|
86
$9.83K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.63% |
$99.4 - $115
|
39
$4.46K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 5.0% |
$99.4 - $115
|
21
$2.4K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$99.4 - $115
|
4.37K
$499K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.05% |
$99.4 - $115
|
2.12K
$242K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 7.14% |
$99.4 - $115
|
15
$1.71K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 7.14% |
$99.4 - $115
|
15
$1.71K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.41% |
$99.4 - $115
|
246
$28.1K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.05% |
$99.4 - $115
|
1.95K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 1.57% |
$398 - $460
|
251
$28.7K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6Closed |
$597 - $691
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-9- 17.31% |
$895 - $1.04K
|
43
$4.91K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 7.76% |
$895 - $1.04K
|
107
$12.2K
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-11- 0.03% |
$1.09K - $1.27K
|
32.9K
$3.76M
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-15- 0.28% |
$1.49K - $1.73K
|
5.31K
$607K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 16.51% |
$1.79K - $2.07K
|
91
$10.4K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-19- 11.66% |
$1.89K - $2.19K
|
144
$16.5K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-19Closed |
$1.89K - $2.19K
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 9.9% |
$1.99K - $2.3K
|
182
$20.8K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-24- 0.07% |
$2.39K - $2.76K
|
33.8K
$3.86M
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-24- 0.44% |
$2.39K - $2.76K
|
5.46K
$624K
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-25- 0.19% |
$2.49K - $2.88K
|
13.1K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-28- 54.9% |
$2.78K - $3.22K
|
23
$2.63K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.16% |
$2.98K - $3.45K
|
18.3K
$2.09M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-35- 7.53% |
$3.48K - $4.03K
|
430
$49.1K
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-36- 1.54% |
$3.58K - $4.14K
|
2.3K
$262K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-36- 0.32% |
$3.58K - $4.14K
|
11.4K
$1.3M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-46- 1.97% |
$4.57K - $5.29K
|
2.29K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-47- 0.83% |
$4.67K - $5.41K
|
5.63K
$643K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-55- 3.05% |
$5.47K - $6.33K
|
1.75K
$200K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.79% |
$5.57K - $6.45K
|
7.01K
$802K
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-58- 0.17% |
$5.77K - $6.68K
|
34.1K
$3.9M
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-58- 1.48% |
$5.77K - $6.68K
|
3.87K
$442K
|