Purchases and Sales Made in Q4 2022 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
83.6KNew |
$2.95M - $3.4M
|
83.6K
$3.8M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
82.6K+ 33.98% |
$2.92M - $3.36M
|
326K
$14.8M
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
82KNew |
$2.89M - $3.33M
|
82K
$3.73M
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
80.8KNew |
$2.86M - $3.29M
|
80.8K
$3.68M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
78.7KNew |
$2.78M - $3.2M
|
78.7K
$3.58M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
77.8KNew |
$2.75M - $3.17M
|
77.8K
$3.54M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
77.1K+ 4.35% |
$2.72M - $3.14M
|
1.85M
$84.2M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74K+ 6.27% |
$2.61M - $3.01M
|
1.26M
$57.1M
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
72.6K+ 195.15% |
$2.56M - $2.95M
|
110K
$4.99M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
71.7K+ 14.28% |
$2.53M - $2.92M
|
574K
$26.1M
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
70.6KNew |
$2.5M - $2.87M
|
70.6K
$3.21M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
70.6K+ 88.85% |
$2.49M - $2.87M
|
150K
$6.82M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
69.6K+ 9.03% |
$2.46M - $2.83M
|
840K
$38.2M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
68.1K+ 12.25% |
$2.41M - $2.77M
|
624K
$28.4M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67.9K+ 94.32% |
$2.4M - $2.76M
|
140K
$6.37M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
67.6K+ 12.65% |
$2.39M - $2.75M
|
602K
$27.4M
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
67.4K+ 19.24% |
$2.38M - $2.74M
|
418K
$19M
|
|
Feb 03, 2023
Q4 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
67KNew |
$2.37M - $2.72M
|
67K
$3.05M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
66.7K+ 5.28% |
$2.35M - $2.71M
|
1.33M
$60.5M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
66.6KNew |
$2.35M - $2.71M
|
66.6K
$3.03M
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
66K+ 51.37% |
$2.33M - $2.68M
|
194K
$8.84M
|
|
Feb 08, 2023
Q4 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
65.4K+ 6.22% |
$2.31M - $2.66M
|
1.12M
$50.8M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
64.7K+ 162.36% |
$2.29M - $2.63M
|
105K
$4.76M
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
64.7K+ 91.2% |
$2.28M - $2.63M
|
136K
$6.17M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
64.1K+ 13807.11% |
$2.26M - $2.61M
|
64.5K
$2.94M
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
63.7KNew |
$2.25M - $2.59M
|
63.7K
$2.9M
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
63.4K+ 85.1% |
$2.24M - $2.58M
|
138K
$6.28M
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
62K+ 24.38% |
$2.19M - $2.52M
|
316K
$14.4M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
61.7K+ 61.77% |
$2.18M - $2.51M
|
162K
$7.36M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
61.2K+ 14.54% |
$2.16M - $2.49M
|
483K
$21.9M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
61.2K+ 14.54% |
$2.16M - $2.49M
|
483K
$21.9M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
60.7K+ 35.06% |
$2.15M - $2.47M
|
234K
$10.6M
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
58.2K+ 646.58% |
$2.05M - $2.37M
|
67.2K
$3.05M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
57.9K+ 50.51% |
$2.05M - $2.36M
|
173K
$7.85M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
57.8K+ 10.96% |
$2.04M - $2.35M
|
585K
$26.6M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
57.7K+ 34.68% |
$2.04M - $2.35M
|
224K
$10.2M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 36.01% |
$2.03M - $2.34M
|
217K
$9.87M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
56.6K+ 27.25% |
$2M - $2.3M
|
264K
$12M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
55.8K+ 15.38% |
$1.97M - $2.27M
|
418K
$19M
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
55.4KNew |
$1.96M - $2.25M
|
55.4K
$2.52M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.3K+ 3.58% |
$1.95M - $2.25M
|
1.6M
$72.9M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
55.2KNew |
$1.95M - $2.25M
|
55.2K
$2.51M
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
54.6K+ 156.7% |
$1.93M - $2.22M
|
89.4K
$4.07M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
54.4K+ 15.92% |
$1.92M - $2.21M
|
396K
$18M
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
53.6K+ 23.4% |
$1.89M - $2.18M
|
283K
$12.9M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
53.5K+ 41.99% |
$1.89M - $2.18M
|
181K
$8.23M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53.2K+ 176.97% |
$1.88M - $2.16M
|
83.3K
$3.79M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
52.7K+ 333.95% |
$1.86M - $2.14M
|
68.5K
$3.12M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.8K+ 130.51% |
$1.83M - $2.11M
|
91.5K
$4.16M
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
51KNew |
$1.8M - $2.07M
|
51K
$2.32M
|