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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
38New |
$1.46K - $1.64K
|
38
$1.73K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
37+ 6.16% |
$1.42K - $1.6K
|
638
$29K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
34+ 6.91% |
$1.31K - $1.47K
|
526
$23.9K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
33+ 0.04% |
$1.27K - $1.42K
|
80.8K
$3.68M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
30+ 0.04% |
$1.15K - $1.3K
|
70.7K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$1.15K - $1.3K
|
30
$1.36K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
29+ 0.07% |
$1.12K - $1.25K
|
41.8K
$1.9M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
27+ 0.17% |
$1.04K - $1.17K
|
15.7K
$713K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
27+ 0.17% |
$1.04K - $1.17K
|
15.7K
$713K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
25+ 0.16% |
$961 - $1.08K
|
15.7K
$715K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
24+ 0.39% |
$923 - $1.04K
|
6.2K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
23+ 460.0% |
$884 - $993
|
28
$1.27K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.2% |
$807 - $907
|
10.6K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
18+ 0.07% |
$692 - $777
|
26.1K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
18+ 0.17% |
$692 - $777
|
10.9K
$496K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
17+ 0.06% |
$654 - $734
|
26.2K
$1.19M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 17.0% |
$654 - $734
|
117
$5.32K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
15+ 0.14% |
$577 - $648
|
10.6K
$484K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
14+ 0.02% |
$538 - $605
|
83.6K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.06% |
$538 - $605
|
23.2K
$1.06M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.08% |
$538 - $605
|
17.5K
$797K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
13+ 1.24% |
$500 - $561
|
1.06K
$48.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
12+ 0.09% |
$461 - $518
|
13.3K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10+ 0.06% |
$385 - $432
|
18.2K
$827K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
10+ 0.17% |
$385 - $432
|
5.93K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
10+ 0.07% |
$385 - $432
|
13.4K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$346 - $389
|
22.5K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8+ 0.12% |
$308 - $345
|
6.9K
$314K
|
|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
7+ 0.04% |
$269 - $302
|
17.9K
$815K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.07% |
$269 - $302
|
9.96K
$453K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.05% |
$192 - $216
|
9.79K
$445K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4+ 0.06% |
$154 - $173
|
6.23K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.07% |
$154 - $173
|
5.35K
$243K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3+ 0.05% |
$115 - $130
|
5.6K
$255K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$115 - $130
|
10.6K
$481K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.07% |
$115 - $130
|
4.35K
$198K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
3New |
$115 - $130
|
3
$136
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.02% |
$76.9 - $86.4
|
10.7K
$485K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
2+ 0.0% |
$76.9 - $86.4
|
58.1K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2+ 0.02% |
$76.9 - $86.4
|
12.3K
$559K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.04% |
$76.9 - $86.4
|
5.57K
$254K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.06% |
$38.5 - $43.2
|
1.56K
$71K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$38.5 - $43.2
|
1.13K
$51.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.14% |
$38.5 - $43.2
|
723
$32.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$38.5 - $43.2
|
1.78K
$80.9K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$38.5 - $43.2
|
8.13K
$370K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$38.5 - $43.2
|
6.77K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$38.5 - $43.2
|
3.52K
$160K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.01% |
$38.5 - $43.2
|
9.52K
$433K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.24% |
$38.5 - $43.2
|
420
$19.1K
|