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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
255K+ 0.44% |
$9.61M - $10.5M
|
58.4M
$2.66B
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
246KNew |
$9.27M - $10.1M
|
246K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
245K+ 1.07% |
$9.24M - $10.1M
|
23.1M
$1.05B
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
235K+ 24.33% |
$8.88M - $9.72M
|
1.2M
$54.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
232K+ 9.6% |
$8.77M - $9.59M
|
2.65M
$121M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
225K+ 1662.68% |
$8.51M - $9.31M
|
239K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
216KNew |
$8.15M - $8.92M
|
216K
$9.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
214KNew |
$8.08M - $8.84M
|
214K
$9.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
204KNew |
$7.7M - $8.43M
|
204K
$9.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
203K+ 17.9% |
$7.66M - $8.38M
|
1.34M
$60.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
203K+ 6985.76% |
$7.65M - $8.37M
|
205K
$9.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
200K+ 8.73% |
$7.55M - $8.26M
|
2.49M
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200KNew |
$7.55M - $8.26M
|
200K
$9.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
199KNew |
$7.51M - $8.22M
|
199K
$9.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
198K+ 7.1% |
$7.46M - $8.17M
|
2.98M
$136M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
196K+ 11.35% |
$7.38M - $8.08M
|
1.92M
$87.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
194KNew |
$7.33M - $8.03M
|
194K
$8.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
188K+ 8.85% |
$7.08M - $7.75M
|
2.31M
$105M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
187KNew |
$7.06M - $7.73M
|
187K
$8.51M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
185KNew |
$6.98M - $7.64M
|
185K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
184KNew |
$6.95M - $7.6M
|
184K
$8.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
183KNew |
$6.9M - $7.55M
|
183K
$8.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
175K+ 38.79% |
$6.59M - $7.22M
|
625K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
167KNew |
$6.29M - $6.89M
|
167K
$7.58M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
166KNew |
$6.25M - $6.84M
|
166K
$7.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 1.44% |
$6.22M - $6.8M
|
11.6M
$528M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
161KNew |
$6.06M - $6.64M
|
161K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 2.38% |
$6.02M - $6.59M
|
6.86M
$312M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
159K+ 11.0% |
$6M - $6.57M
|
1.61M
$73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 1.52% |
$5.9M - $6.45M
|
10.4M
$474M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
152KNew |
$5.75M - $6.3M
|
152K
$6.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
152K+ 5.78% |
$5.73M - $6.28M
|
2.78M
$126M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
152KNew |
$5.72M - $6.26M
|
152K
$6.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
149K+ 3.02% |
$5.64M - $6.17M
|
5.1M
$232M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
149K+ 15.29% |
$5.62M - $6.16M
|
1.12M
$51.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
149K+ 105.07% |
$5.62M - $6.15M
|
291K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
142K+ 24.67% |
$5.36M - $5.87M
|
718K
$32.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
137K+ 18.0% |
$5.18M - $5.67M
|
900K
$40.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
134K+ 3.34% |
$5.05M - $5.53M
|
4.14M
$188M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
134KNew |
$5.05M - $5.53M
|
134K
$6.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
134KNew |
$5.04M - $5.52M
|
134K
$6.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
133KNew |
$5.04M - $5.51M
|
133K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133K+ 5.86% |
$5M - $5.48M
|
2.39M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
128K+ 161.66% |
$4.85M - $5.31M
|
208K
$9.46M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
124KNew |
$4.68M - $5.12M
|
124K
$5.64M
|
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
121K+ 50.45% |
$4.57M - $5M
|
361K
$16.4M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
117K+ 244.19% |
$4.42M - $4.84M
|
165K
$7.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
107K+ 8.61% |
$4.05M - $4.43M
|
1.35M
$61.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
107KNew |
$4.03M - $4.41M
|
107K
$4.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
105K+ 6.45% |
$3.96M - $4.34M
|
1.73M
$78.8M
|