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 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.3K+ 3.18% |
$1.63M - $1.83M
|
1.37M
$62.4M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
41.8K+ 14.71% |
$1.61M - $1.81M
|
326K
$14.8M
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
41.7KNew |
$1.6M - $1.8M
|
41.7K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
41.3K+ 296.49% |
$1.59M - $1.78M
|
55.2K
$2.51M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
40.9K+ 1.63% |
$1.57M - $1.76M
|
2.55M
$116M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40.4K+ 110.03% |
$1.55M - $1.74M
|
77.1K
$3.51M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
40.1K+ 3.76% |
$1.54M - $1.73M
|
1.11M
$50.3M
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
40K+ 463.18% |
$1.54M - $1.73M
|
48.6K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
40K+ 6.83% |
$1.54M - $1.73M
|
625K
$28.4M
|
|
May 15, 2023
Q1 2023
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
39.9K+ 10.32% |
$1.53M - $1.72M
|
426K
$19.4M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39.8K+ 173.87% |
$1.53M - $1.72M
|
62.6K
$2.85M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
39K+ 7.39% |
$1.5M - $1.68M
|
567K
$25.8M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
39K+ 11.36% |
$1.5M - $1.68M
|
382K
$17.4M
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
38.8K+ 28.32% |
$1.49M - $1.67M
|
176K
$7.99M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
38.2K+ 2.36% |
$1.47M - $1.65M
|
1.66M
$75.5M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.1K+ 12.8% |
$1.46M - $1.64M
|
336K
$15.3M
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
37.8K+ 147.85% |
$1.45M - $1.63M
|
63.3K
$2.88M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.7K+ 8.99% |
$1.45M - $1.63M
|
457K
$20.8M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
37.1K+ 7.38% |
$1.43M - $1.6M
|
540K
$24.6M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
37.1KNew |
$1.43M - $1.6M
|
37.1K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
37KNew |
$1.42M - $1.6M
|
37K
$1.69M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
36.4K+ 34.81% |
$1.4M - $1.57M
|
141K
$6.41M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
36.3K+ 15.12% |
$1.4M - $1.57M
|
277K
$12.6M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
36.1K+ 30.58% |
$1.39M - $1.56M
|
154K
$7.02M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35.6K+ 21.59% |
$1.37M - $1.54M
|
200K
$9.12M
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
35.4K+ 3.71% |
$1.36M - $1.53M
|
990K
$45M
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
35.4K+ 13.5% |
$1.36M - $1.53M
|
298K
$13.5M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35.3K+ 3.56% |
$1.36M - $1.53M
|
1.03M
$46.8M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
35K+ 3.32% |
$1.35M - $1.51M
|
1.09M
$49.5M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
34.1K+ 3.92% |
$1.31M - $1.47M
|
902K
$41M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
33.5K+ 24.98% |
$1.29M - $1.45M
|
168K
$7.63M
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
33.5K+ 64.1% |
$1.29M - $1.45M
|
85.8K
$3.9M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.1K+ 3.94% |
$1.27M - $1.43M
|
873K
$39.7M
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
32.4K+ 9.18% |
$1.24M - $1.4M
|
385K
$17.5M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.2KNew |
$1.24M - $1.39M
|
32.2K
$1.46M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32.1K+ 21.67% |
$1.23M - $1.38M
|
180K
$8.19M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32KNew |
$1.23M - $1.38M
|
32K
$1.46M
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
30.9K+ 11.61% |
$1.19M - $1.33M
|
297K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
30.7K+ 1687.51% |
$1.18M - $1.32M
|
32.5K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30.3K+ 321.13% |
$1.17M - $1.31M
|
39.8K
$1.81M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.5K+ 9.78% |
$1.14M - $1.28M
|
332K
$15.1M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.4K+ 1.09% |
$1.13M - $1.27M
|
2.73M
$124M
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
29.1K+ 11.33% |
$1.12M - $1.26M
|
286K
$13M
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
29K+ 10.96% |
$1.11M - $1.25M
|
293K
$13.3M
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
29KNew |
$1.11M - $1.25M
|
29K
$1.32M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28.4K+ 26.06% |
$1.09M - $1.22M
|
137K
$6.24M
|
|
May 12, 2023
Q1 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
27.9K+ 44.36% |
$1.07M - $1.2M
|
90.8K
$4.13M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
27.8K+ 55.16% |
$1.07M - $1.2M
|
78.3K
$3.56M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.6K+ 0.12% |
$1.06M - $1.19M
|
22.5M
$1.02B
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27.5K+ 10.84% |
$1.06M - $1.19M
|
281K
$12.8M
|