Purchases and Sales Made in Q4 2021 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.98KNew |
$334K - $365K
|
6.98K
$317K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.94K+ 30.8% |
$332K - $363K
|
29.5K
$1.34M
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.94K+ 16.98% |
$332K - $363K
|
47.8K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.91KNew |
$330K - $362K
|
6.91K
$313K
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
6.85K+ 1.85% |
$327K - $358K
|
376K
$17.1M
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
6.84KNew |
$327K - $358K
|
6.84K
$310K
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.76K+ 48.39% |
$323K - $354K
|
20.7K
$940K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.72K+ 32.52% |
$321K - $351K
|
27.4K
$1.24M
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6.67KNew |
$319K - $349K
|
6.67K
$302K
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.67K+ 17.2% |
$319K - $349K
|
45.4K
$2.06M
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.64K+ 120.12% |
$317K - $347K
|
12.2K
$552K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.64K+ 47.53% |
$317K - $347K
|
20.6K
$935K
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
6.62K+ 1.79% |
$316K - $346K
|
376K
$17M
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.58KNew |
$314K - $344K
|
6.58K
$298K
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
6.56KNew |
$314K - $343K
|
6.56K
$298K
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
6.56KNew |
$313K - $343K
|
6.56K
$297K
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.54K+ 28.86% |
$312K - $342K
|
29.2K
$1.32M
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.52K+ 5.74% |
$312K - $341K
|
120K
$5.45M
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.52K+ 20.49% |
$312K - $341K
|
38.3K
$1.74M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
6.5K+ 0.27% |
$311K - $340K
|
2.43M
$110M
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.49KNew |
$310K - $340K
|
6.49K
$294K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.48K+ 2.52% |
$310K - $339K
|
263K
$12M
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
6.45K+ 37.59% |
$308K - $337K
|
23.6K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.32K+ 12.28% |
$302K - $330K
|
57.7K
$2.62M
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.28K+ 1.73% |
$300K - $328K
|
369K
$16.7M
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6.27KNew |
$300K - $328K
|
6.27K
$284K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.26K+ 10.65% |
$299K - $327K
|
65K
$2.95M
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
6.22KNew |
$297K - $325K
|
6.22K
$282K
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.19K+ 2.0% |
$296K - $324K
|
315K
$14.3M
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
6.1KNew |
$292K - $319K
|
6.1K
$277K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.09K+ 31.63% |
$291K - $319K
|
25.4K
$1.15M
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
6.08KNew |
$291K - $318K
|
6.08K
$276K
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
6.05K+ 2.6% |
$289K - $317K
|
239K
$10.8M
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$287K - $314K
|
6K
$272K
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
5.99K+ 10.56% |
$286K - $313K
|
62.7K
$2.84M
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.96K+ 5.02% |
$285K - $312K
|
125K
$5.65M
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.94K+ 134.72% |
$284K - $311K
|
10.3K
$469K
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.87KNew |
$281K - $307K
|
5.87K
$266K
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
5.85KNew |
$280K - $306K
|
5.85K
$265K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.84K+ 13.01% |
$279K - $306K
|
50.7K
$2.3M
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.83K+ 5.13% |
$279K - $305K
|
119K
$5.42M
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.79KNew |
$277K - $303K
|
5.79K
$263K
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
5.77KNew |
$276K - $302K
|
5.77K
$262K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.75K+ 11.24% |
$275K - $301K
|
56.9K
$2.58M
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.73K+ 5.23% |
$274K - $300K
|
115K
$5.23M
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.72K+ 7.82% |
$273K - $299K
|
78.8K
$3.58M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.7KNew |
$273K - $298K
|
5.7K
$259K
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.65KNew |
$270K - $296K
|
5.65K
$256K
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.65K+ 3.15% |
$270K - $295K
|
185K
$8.38M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
5.55KNew |
$265K - $290K
|
5.55K
$252K
|