Purchases and Sales Made in Q1 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE EMERGING MKTS ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.52KNew |
$58.6K - $65.8K
|
1.52K
$69.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.51K+ 3.36% |
$58.1K - $65.2K
|
46.5K
$2.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.49K+ 0.89% |
$57.1K - $64.2K
|
169K
$7.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.47K+ 20.57% |
$56.5K - $63.4K
|
8.61K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.47K+ 96.38% |
$56.3K - $63.3K
|
2.99K
$136K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46K+ 15.97% |
$56.1K - $63K
|
10.6K
$482K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.46K+ 1.71% |
$56.1K - $63K
|
86.7K
$3.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.45K+ 2.27% |
$55.8K - $62.7K
|
65.5K
$2.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.42K+ 0.54% |
$54.4K - $61.1K
|
264K
$12M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.41KNew |
$54.4K - $61.1K
|
1.41K
$64.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.41KNew |
$54.1K - $60.8K
|
1.41K
$64K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.4K+ 1.71% |
$53.9K - $60.6K
|
83.4K
$3.79M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.39K+ 1.13% |
$53.4K - $60K
|
124K
$5.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
1.35K+ 1.39% |
$51.8K - $58.1K
|
98.5K
$4.48M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.35K+ 1.07% |
$51.8K - $58.1K
|
127K
$5.77M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 1.5% |
$51.5K - $57.9K
|
90.8K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.34K+ 0.99% |
$51.4K - $57.8K
|
137K
$6.23M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 6.62% |
$50.8K - $57K
|
21.3K
$967K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.31K+ 17.96% |
$50.3K - $56.5K
|
8.59K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.3K+ 1.05% |
$50.1K - $56.3K
|
125K
$5.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.3K+ 8.72% |
$49.8K - $55.9K
|
16.1K
$735K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.27K+ 39.88% |
$48.8K - $54.8K
|
4.45K
$202K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.27K+ 21.66% |
$48.8K - $54.8K
|
7.12K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.27K+ 1.75% |
$48.7K - $54.7K
|
73.8K
$3.36M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.26K+ 1.2% |
$48.6K - $54.5K
|
106K
$4.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.26K+ 2.67% |
$48.3K - $54.3K
|
48.3K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.25K+ 8.99% |
$48.1K - $54.1K
|
15.2K
$691K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.24K+ 6.42% |
$47.7K - $53.5K
|
20.5K
$935K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.22K+ 7.07% |
$47.1K - $52.9K
|
18.5K
$844K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.03% |
$46.8K - $52.5K
|
119K
$5.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.2K+ 5.91% |
$46.1K - $51.8K
|
21.5K
$979K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.2K+ 0.76% |
$46K - $51.7K
|
159K
$7.25M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.19K+ 0.67% |
$45.7K - $51.3K
|
179K
$8.16M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 14.15% |
$45.6K - $51.2K
|
9.57K
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.18K+ 2.31% |
$45.3K - $50.9K
|
52.2K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
1.12K+ 2.35% |
$43.1K - $48.4K
|
48.7K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.09K+ 0.69% |
$42.1K - $47.2K
|
159K
$7.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.09K+ 1.06% |
$42K - $47.2K
|
105K
$4.76M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.08K+ 14.26% |
$41.6K - $46.7K
|
8.67K
$394K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.08KNew |
$41.6K - $46.7K
|
1.08K
$49.2K
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.08K+ 1.49% |
$41.3K - $46.4K
|
73.3K
$3.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$41.3K - $46.4K
|
1.07K
$48.9K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.07K+ 2.55% |
$41.1K - $46.2K
|
43K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 0.29% |
$40.7K - $45.7K
|
371K
$16.9M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.05K+ 2.38% |
$40.5K - $45.5K
|
45.4K
$2.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.05K+ 0.82% |
$40.4K - $45.3K
|
129K
$5.89M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.04K+ 12.87% |
$40.1K - $45K
|
9.14K
$416K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.04K+ 0.12% |
$40.1K - $45K
|
840K
$38.2M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.04K+ 0.82% |
$40K - $44.9K
|
128K
$5.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.03KNew |
$39.5K - $44.4K
|
1.03K
$46.8K
|