Purchases and Sales Made in Q3 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7.89K- 4.8% |
$308K - $340K
|
157K
$7.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8K- 33.44% |
$312K - $344K
|
15.9K
$724K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.02K- 11.41% |
$313K - $345K
|
62.3K
$2.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.13K- 65.27% |
$317K - $350K
|
4.33K
$197K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.2K- 9.34% |
$320K - $353K
|
79.6K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.31K- 3.23% |
$325K - $358K
|
249K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-8.41K- 8.01% |
$328K - $362K
|
96.6K
$4.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.48K- 4.01% |
$331K - $365K
|
203K
$9.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.61K- 2.87% |
$336K - $371K
|
291K
$13.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-8.64K- 11.41% |
$337K - $372K
|
67.1K
$3.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.72K- 1.89% |
$340K - $376K
|
452K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-8.76K- 25.17% |
$342K - $377K
|
26K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.96K- 10.36% |
$350K - $386K
|
77.5K
$3.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9.07K- 5.32% |
$354K - $391K
|
161K
$7.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-9.19K- 4.39% |
$359K - $396K
|
200K
$9.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.26K- 6.84% |
$361K - $399K
|
126K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.28K- 2.01% |
$362K - $400K
|
453K
$20.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-9.3K- 8.62% |
$363K - $401K
|
98.6K
$4.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.46K- 28.09% |
$369K - $408K
|
24.2K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-9.8K- 6.06% |
$383K - $422K
|
152K
$6.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-9.9K- 3.75% |
$387K - $427K
|
254K
$11.6M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10.2K- 18.44% |
$398K - $439K
|
45.1K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.3K- 3.39% |
$401K - $442K
|
293K
$13.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10.3K- 7.73% |
$401K - $443K
|
123K
$5.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 24.92% |
$403K - $445K
|
31.1K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 3.1% |
$405K - $447K
|
324K
$14.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 15.37% |
$410K - $452K
|
57.8K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7K- 2.11% |
$419K - $462K
|
498K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-10.8K- 3.91% |
$422K - $466K
|
266K
$12.1M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-10.9K- 7.24% |
$425K - $469K
|
140K
$6.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10.9K- 76.61% |
$425K - $469K
|
3.33K
$151K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11K- 8.73% |
$431K - $475K
|
115K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.3K- 5.65% |
$440K - $485K
|
188K
$8.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-11.4K- 2.17% |
$446K - $492K
|
514K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-11.5K- 19.69% |
$448K - $494K
|
46.8K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.6K- 22.6% |
$452K - $499K
|
39.6K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12K- 50.37% |
$470K - $519K
|
11.9K
$540K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-12.1K- 0.75% |
$473K - $522K
|
1.61M
$73.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-12.3K- 1.16% |
$479K - $528K
|
1.04M
$47.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.3K- 2.31% |
$479K - $528K
|
519K
$23.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-12.4K- 3.71% |
$482K - $532K
|
320K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.4K- 0.55% |
$483K - $533K
|
2.23M
$101M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 2.2% |
$484K - $534K
|
553K
$25.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-13K- 14.75% |
$507K - $559K
|
75K
$3.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.1K- 32.94% |
$511K - $564K
|
26.7K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-13.2K- 14.84% |
$514K - $567K
|
75.6K
$3.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.2K- 21.13% |
$515K - $568K
|
49.2K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-13.2K- 58.93% |
$517K - $570K
|
9.23K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-13.3K- 68.37% |
$519K - $572K
|
6.15K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13.3K- 48.92% |
$520K - $574K
|
13.9K
$633K
|