Purchases and Sales Made in Q4 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
695+ 397.14% |
$26.2K - $28.7K
|
870
$39.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
694+ 0.92% |
$26.2K - $28.7K
|
75.9K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
675+ 2.81% |
$25.5K - $27.9K
|
24.7K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
670New |
$25.3K - $27.7K
|
670
$30.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
656+ 8.96% |
$24.8K - $27.1K
|
7.98K
$363K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
650+ 1.38% |
$24.5K - $26.9K
|
47.7K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
649+ 6.51% |
$24.5K - $26.8K
|
10.6K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
648+ 2.98% |
$24.5K - $26.8K
|
22.4K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
643New |
$24.3K - $26.6K
|
643
$29.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
642+ 92.91% |
$24.2K - $26.5K
|
1.33K
$60.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
638+ 1.1% |
$24.1K - $26.4K
|
58.7K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
630New |
$23.8K - $26K
|
630
$28.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
624+ 5.32% |
$23.5K - $25.8K
|
12.4K
$562K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
621+ 8.19% |
$23.4K - $25.7K
|
8.21K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
615+ 1.68% |
$23.2K - $25.4K
|
37.3K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
614+ 0.03% |
$23.2K - $25.4K
|
1.79M
$81.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
600+ 3157.89% |
$22.6K - $24.8K
|
619
$28.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
598+ 6.92% |
$22.6K - $24.7K
|
9.24K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
592+ 2.81% |
$22.3K - $24.5K
|
21.7K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
590+ 1.58% |
$22.3K - $24.4K
|
37.8K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
573+ 21.32% |
$21.6K - $23.7K
|
3.26K
$148K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
572+ 1217.02% |
$21.6K - $23.6K
|
619
$28.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
568+ 2.15% |
$21.4K - $23.5K
|
27K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
560+ 6.53% |
$21.1K - $23.1K
|
9.14K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
558+ 53.35% |
$21.1K - $23.1K
|
1.6K
$73K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
556+ 1.24% |
$21K - $23K
|
45.4K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
554+ 0.04% |
$20.9K - $22.9K
|
1.43M
$64.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
554+ 2.48% |
$20.9K - $22.9K
|
22.9K
$1.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
552+ 8.53% |
$20.8K - $22.8K
|
7.03K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
540+ 7.7% |
$20.4K - $22.3K
|
7.55K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
534+ 4.18% |
$20.2K - $22.1K
|
13.3K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
527+ 9.16% |
$19.9K - $21.8K
|
6.28K
$286K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
520New |
$19.6K - $21.5K
|
520
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
516+ 3.86% |
$19.5K - $21.3K
|
13.9K
$631K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
506New |
$19.1K - $20.9K
|
506
$23K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
500+ 1.38% |
$18.9K - $20.7K
|
36.7K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
500+ 9.34% |
$18.9K - $20.7K
|
5.86K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
495+ 0.7% |
$18.7K - $20.4K
|
71.2K
$3.24M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
494+ 1.08% |
$18.6K - $20.4K
|
46.1K
$2.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
484New |
$18.3K - $20K
|
484
$22K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
480+ 5.53% |
$18.1K - $19.8K
|
9.16K
$417K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
469New |
$17.7K - $19.4K
|
469
$21.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
459+ 4.14% |
$17.3K - $19K
|
11.5K
$525K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
456+ 0.42% |
$17.2K - $18.8K
|
109K
$4.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
454+ 5.38% |
$17.1K - $18.8K
|
8.89K
$404K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
451+ 1.05% |
$17K - $18.6K
|
43.3K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
443+ 0.07% |
$16.7K - $18.3K
|
670K
$30.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
441+ 4.37% |
$16.6K - $18.2K
|
10.5K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
425+ 16.2% |
$16K - $17.6K
|
3.05K
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
419+ 0.77% |
$15.8K - $17.3K
|
54.6K
$2.49M
|