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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
177+ 0.21% |
$6.91K - $7.45K
|
83K
$3.77M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
177+ 0.46% |
$6.91K - $7.45K
|
38.4K
$1.75M
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
176+ 1.03% |
$6.87K - $7.41K
|
17.2K
$784K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
173+ 4.92% |
$6.76K - $7.28K
|
3.69K
$168K
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
173+ 2.25% |
$6.76K - $7.28K
|
7.87K
$358K
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
163+ 0.11% |
$6.37K - $6.86K
|
147K
$6.7M
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
160+ 1.05% |
$6.25K - $6.73K
|
15.4K
$699K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
152New |
$5.94K - $6.4K
|
152
$6.91K
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
150+ 0.12% |
$5.86K - $6.31K
|
121K
$5.5M
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
147+ 0.14% |
$5.74K - $6.19K
|
108K
$4.91M
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
147+ 0.56% |
$5.74K - $6.19K
|
26.2K
$1.19M
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
142+ 0.43% |
$5.55K - $5.98K
|
33.4K
$1.52M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
142+ 169.05% |
$5.55K - $5.98K
|
226
$10.3K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
140+ 0.78% |
$5.47K - $5.89K
|
18.1K
$825K
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
134+ 0.51% |
$5.23K - $5.64K
|
26.3K
$1.2M
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
133+ 0.76% |
$5.19K - $5.6K
|
17.6K
$799K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
129+ 2.08% |
$5.04K - $5.43K
|
6.32K
$287K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
129+ 2.08% |
$5.04K - $5.43K
|
6.32K
$287K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
123+ 0.2% |
$4.8K - $5.18K
|
62.4K
$2.84M
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
120+ 0.51% |
$4.69K - $5.05K
|
23.8K
$1.08M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
120+ 545.45% |
$4.69K - $5.05K
|
142
$6.46K
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
120+ 2.16% |
$4.69K - $5.05K
|
5.66K
$258K
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
119+ 1.77% |
$4.65K - $5.01K
|
6.84K
$311K
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
115+ 1.31% |
$4.49K - $4.84K
|
8.91K
$405K
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
BUY
|
- |
111+ 0.96% |
$4.33K - $4.67K
|
11.7K
$530K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
105+ 0.87% |
$4.1K - $4.42K
|
12.2K
$556K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
103+ 0.35% |
$4.02K - $4.34K
|
29.5K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
101New |
$3.94K - $4.25K
|
101
$4.59K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
100+ 0.52% |
$3.9K - $4.21K
|
19.2K
$871K
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
99+ 0.39% |
$3.87K - $4.17K
|
25.8K
$1.17M
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
96+ 0.19% |
$3.75K - $4.04K
|
51.6K
$2.35M
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
94+ 0.03% |
$3.67K - $3.96K
|
304K
$13.8M
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
93+ 0.41% |
$3.63K - $3.91K
|
22.7K
$1.03M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
91+ 1.87% |
$3.55K - $3.83K
|
4.97K
$226K
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
91+ 1.11% |
$3.55K - $3.83K
|
8.31K
$378K
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
91+ 1.11% |
$3.55K - $3.83K
|
8.31K
$378K
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
89+ 0.42% |
$3.48K - $3.75K
|
21.3K
$967K
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
84+ 0.45% |
$3.28K - $3.54K
|
19K
$862K
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
82+ 0.45% |
$3.2K - $3.45K
|
18.3K
$831K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
81+ 1.09% |
$3.16K - $3.41K
|
7.49K
$340K
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.63% |
$3.08K - $3.33K
|
12.6K
$575K
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
78+ 0.76% |
$3.05K - $3.28K
|
10.4K
$473K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
77+ 0.38% |
$3.01K - $3.24K
|
20.4K
$927K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
75+ 0.56% |
$2.93K - $3.16K
|
13.5K
$615K
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
74+ 0.34% |
$2.89K - $3.11K
|
21.6K
$984K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 0.79% |
$2.77K - $2.99K
|
9.05K
$412K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
68+ 0.19% |
$2.66K - $2.86K
|
36.6K
$1.66M
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
66New |
$2.58K - $2.78K
|
66
$3K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
63+ 0.04% |
$2.46K - $2.65K
|
170K
$7.74M
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
61+ 70.11% |
$2.38K - $2.57K
|
148
$6.73K
|