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 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
27.4K+ 1.53% |
$1.05M - $1.18M
|
1.82M
$82.8M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
27.3KNew |
$1.05M - $1.18M
|
27.3K
$1.24M
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
27.3K+ 8.21% |
$1.05M - $1.18M
|
359K
$16.3M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27K+ 3.53% |
$1.04M - $1.17M
|
792K
$36M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27K+ 7.34% |
$1.04M - $1.17M
|
395K
$18M
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
26.8K+ 53.52% |
$1.03M - $1.16M
|
76.8K
$3.5M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.6K+ 5.43% |
$1.02M - $1.15M
|
516K
$23.5M
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
26.1K+ 8.26% |
$1M - $1.13M
|
342K
$15.6M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 18.4% |
$997K - $1.12M
|
167K
$7.59M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
25.7K+ 40.12% |
$987K - $1.11M
|
89.7K
$4.08M
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
25.6K+ 52.57% |
$983K - $1.1M
|
74.2K
$3.37M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.5K+ 77.29% |
$979K - $1.1M
|
58.4K
$2.66M
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
25.1K+ 21.96% |
$964K - $1.08M
|
139K
$6.33M
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
24.9K+ 2.66% |
$957K - $1.08M
|
961K
$43.7M
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
24.8K+ 9.01% |
$955K - $1.07M
|
301K
$13.7M
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
24.7K+ 90.88% |
$949K - $1.07M
|
51.8K
$2.36M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24.5K+ 13.04% |
$943K - $1.06M
|
213K
$9.67M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
24.3K+ 21.65% |
$935K - $1.05M
|
137K
$6.21M
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
24.3K+ 8.63% |
$933K - $1.05M
|
305K
$13.9M
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
24.2K+ 8.99% |
$931K - $1.05M
|
294K
$13.4M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
24.2K+ 16.41% |
$930K - $1.04M
|
172K
$7.81M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
23.9K+ 99.04% |
$919K - $1.03M
|
48K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
23.8K+ 26.1% |
$916K - $1.03M
|
115K
$5.24M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
23.8KNew |
$915K - $1.03M
|
23.8K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
23.7KNew |
$912K - $1.02M
|
23.7K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 10.63% |
$887K - $996K
|
240K
$10.9M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
22.8KNew |
$875K - $982K
|
22.8K
$1.03M
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
22.7KNew |
$872K - $979K
|
22.7K
$1.03M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22.5K+ 211.84% |
$864K - $970K
|
33.1K
$1.5M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 24.49% |
$859K - $964K
|
114K
$5.16M
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
22.3K+ 23.64% |
$857K - $962K
|
117K
$5.3M
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
22.1K+ 1.75% |
$851K - $956K
|
1.28M
$58.4M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.1KNew |
$849K - $953K
|
22.1K
$1M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
22K+ 15.25% |
$847K - $951K
|
166K
$7.57M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
21.8K+ 443.93% |
$839K - $943K
|
26.7K
$1.22M
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
21.8KNew |
$837K - $940K
|
21.8K
$991K
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
21.7K+ 1.91% |
$833K - $935K
|
1.16M
$52.7M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21.6K+ 10.82% |
$831K - $933K
|
221K
$10.1M
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21.5K+ 3.21% |
$826K - $928K
|
691K
$31.5M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
21.5K+ 5.96% |
$825K - $927K
|
382K
$17.4M
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21.4K+ 24.08% |
$822K - $923K
|
110K
$5.01M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
21.2K+ 8.02% |
$817K - $917K
|
286K
$13M
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
21.1KNew |
$811K - $911K
|
21.1K
$959K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
21.1K+ 5.26% |
$811K - $911K
|
422K
$19.2M
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
21K+ 22.47% |
$809K - $909K
|
115K
$5.22M
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
20.9K+ 11.11% |
$802K - $900K
|
209K
$9.49M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.8K+ 5.28% |
$800K - $899K
|
415K
$18.9M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
20.8K+ 230.93% |
$800K - $899K
|
29.8K
$1.36M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
20.7K+ 16.23% |
$795K - $892K
|
148K
$6.73M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.6K+ 20.79% |
$791K - $889K
|
120K
$5.44M
|