Purchases and Sales Made in Q2 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.04K+ 1.77% |
$40.7K - $43.9K
|
59.8K
$2.72M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.04K+ 15.11% |
$40.4K - $43.6K
|
7.88K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
1.03K+ 1.5% |
$40.3K - $43.4K
|
69.9K
$3.18M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02K+ 5.03% |
$39.8K - $42.8K
|
21.2K
$966K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.01K+ 10.49% |
$39.4K - $42.5K
|
10.6K
$483K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.01K+ 0.78% |
$39.4K - $42.4K
|
130K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
997+ 9.07% |
$38.9K - $42K
|
12K
$545K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
988+ 13.27% |
$38.6K - $41.6K
|
8.43K
$384K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
986+ 1.18% |
$38.5K - $41.5K
|
84.9K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
982+ 1.78% |
$38.3K - $41.3K
|
56.1K
$2.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
981+ 10.25% |
$38.3K - $41.3K
|
10.6K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
976+ 1.02% |
$38.1K - $41.1K
|
97K
$4.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
974+ 0.95% |
$38K - $41K
|
104K
$4.71M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
944+ 410.43% |
$36.9K - $39.7K
|
1.17K
$53.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
942+ 4.95% |
$36.8K - $39.6K
|
20K
$908K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
941+ 2.73% |
$36.7K - $39.6K
|
35.4K
$1.61M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
940+ 0.72% |
$36.7K - $39.6K
|
132K
$5.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
939+ 3.97% |
$36.7K - $39.5K
|
24.6K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
934+ 15.66% |
$36.5K - $39.3K
|
6.9K
$314K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
903+ 2.55% |
$35.3K - $38K
|
36.3K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
872+ 15.55% |
$34.1K - $36.7K
|
6.48K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
868New |
$33.9K - $36.5K
|
868
$39.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
863New |
$33.7K - $36.3K
|
863
$39.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
863+ 0.4% |
$33.7K - $36.3K
|
219K
$9.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
861+ 0.6% |
$33.6K - $36.2K
|
144K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
859+ 0.54% |
$33.5K - $36.2K
|
160K
$7.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
855+ 5.79% |
$33.4K - $36K
|
15.6K
$711K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
850+ 2.71% |
$33.2K - $35.8K
|
32.2K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
838+ 1.19% |
$32.7K - $35.3K
|
71.5K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
826+ 1.64% |
$32.3K - $34.8K
|
51.2K
$2.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
820+ 1.69% |
$32K - $34.5K
|
49.3K
$2.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
815+ 7.8% |
$31.8K - $34.3K
|
11.3K
$512K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
809+ 3.59% |
$31.6K - $34.1K
|
23.4K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
808+ 5.52% |
$31.6K - $34K
|
15.4K
$703K
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
800+ 0.35% |
$31.2K - $33.7K
|
230K
$10.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
798New |
$31.2K - $33.6K
|
798
$36.3K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
775+ 4.22% |
$30.3K - $32.6K
|
19.1K
$870K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
770+ 3.06% |
$30.1K - $32.4K
|
25.9K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
748+ 0.8% |
$29.2K - $31.5K
|
94.3K
$4.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
745New |
$29.1K - $31.4K
|
745
$33.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
745+ 2.42% |
$29.1K - $31.4K
|
31.6K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
745+ 1.13% |
$29.1K - $31.4K
|
66.5K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
722+ 0.66% |
$28.2K - $30.4K
|
110K
$5.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
715+ 7.64% |
$27.9K - $30.1K
|
10.1K
$458K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
683+ 15.6% |
$26.7K - $28.7K
|
5.06K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
672+ 2.78% |
$26.2K - $28.3K
|
24.9K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
660+ 0.76% |
$25.8K - $27.8K
|
87K
$3.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
656+ 7.18% |
$25.6K - $27.6K
|
9.79K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
645+ 1.82% |
$25.2K - $27.1K
|
36K
$1.64M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
645+ 1.82% |
$25.2K - $27.1K
|
36K
$1.64M
|