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 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.4K- 3.98% |
$477K - $536K
|
300K
$13.6M
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-12.5K- 8.14% |
$482K - $541K
|
141K
$6.43M
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-12.6K- 51.51% |
$484K - $544K
|
11.9K
$539K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 2.04% |
$488K - $548K
|
610K
$27.8M
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-12.8K- 2.69% |
$491K - $551K
|
462K
$21M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12.9K- 96.96% |
$498K - $559K
|
406
$18.5K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13K- 13.79% |
$500K - $562K
|
81.3K
$3.7M
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13.1K- 62.18% |
$503K - $565K
|
7.96K
$362K
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-13.4K- 24.58% |
$516K - $580K
|
41.2K
$1.88M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13.5K- 25.04% |
$518K - $582K
|
40.3K
$1.83M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.6K- 2.21% |
$525K - $589K
|
604K
$27.5M
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-13.8K- 51.53% |
$531K - $597K
|
13K
$591K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-13.8K- 20.09% |
$532K - $598K
|
55K
$2.5M
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-13.8K- 6.39% |
$532K - $598K
|
203K
$9.22M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.9K- 2.88% |
$534K - $599K
|
469K
$21.3M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14K- 5.44% |
$537K - $603K
|
243K
$11M
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-14.1K- 40.33% |
$543K - $610K
|
20.9K
$951K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.5K- 41.69% |
$556K - $624K
|
20.2K
$920K
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-14.5K- 43.08% |
$557K - $625K
|
19.1K
$870K
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-14.8K- 10.18% |
$568K - $638K
|
130K
$5.93M
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-14.8K- 20.21% |
$570K - $640K
|
58.5K
$2.66M
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-15.4K- 8.29% |
$593K - $666K
|
171K
$7.77M
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 52.48% |
$599K - $673K
|
14.1K
$642K
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-15.6K- 86.1% |
$600K - $674K
|
2.52K
$115K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15.7K- 19.22% |
$603K - $677K
|
65.9K
$3M
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-15.8K- 8.48% |
$606K - $681K
|
170K
$7.74M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-16.7K- 17.19% |
$642K - $721K
|
80.4K
$3.66M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17K- 7.51% |
$653K - $733K
|
209K
$9.51M
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-17.2K- 17.0% |
$661K - $742K
|
83.9K
$3.82M
|
|
Jun 05, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-17.5K- 39.25% |
$674K - $757K
|
27.1K
$1.23M
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-17.8K- 27.0% |
$683K - $767K
|
48K
$2.18M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.8K- 5.47% |
$685K - $769K
|
308K
$14M
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.1K- 1.56% |
$696K - $781K
|
1.14M
$51.9M
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-18.2K- 3.82% |
$699K - $785K
|
457K
$20.8M
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-18.2K- 24.4% |
$699K - $785K
|
56.3K
$2.56M
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-19.1K- 9.94% |
$734K - $825K
|
173K
$7.87M
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-19.9K- 21.35% |
$764K - $858K
|
73.2K
$3.33M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19.9K- 83.87% |
$765K - $859K
|
3.83K
$174K
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20.2K- 4.01% |
$778K - $874K
|
484K
$22M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20.6K- 2.99% |
$791K - $888K
|
668K
$30.4M
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-20.8K- 36.79% |
$799K - $898K
|
35.7K
$1.63M
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-20.8K- 28.66% |
$801K - $899K
|
51.8K
$2.36M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-21.5K- 16.81% |
$827K - $929K
|
106K
$4.84M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-22.1K- 59.1% |
$849K - $953K
|
15.3K
$695K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.3K- 33.65% |
$859K - $965K
|
44K
$2M
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-23.1K- 27.16% |
$890K - $999K
|
62K
$2.82M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-23.2K- 4.17% |
$891K - $1M
|
533K
$24.2M
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-23.6K- 21.97% |
$908K - $1.02M
|
83.9K
$3.82M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-24KClosed |
$921K - $1.03M
|
0
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24K- 3.98% |
$924K - $1.04M
|
580K
$26.4M
|