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
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.48K- 25.0% |
$93.7K - $103K
|
7.45K
$339K
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.49K- 5.55% |
$93.8K - $103K
|
42.3K
$1.92M
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.5K- 11.02% |
$94.4K - $103K
|
20.2K
$918K
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.53K- 5.66% |
$95.6K - $105K
|
42.2K
$1.92M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 13.03% |
$95.9K - $105K
|
17K
$772K
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-2.57K- 6.83% |
$96.9K - $106K
|
35K
$1.59M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.57K- 1.15% |
$97.1K - $106K
|
222K
$10.1M
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.65K- 2.84% |
$100K - $109K
|
90.6K
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.67K- 28.97% |
$101K - $110K
|
6.56K
$298K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-2.71K- 5.27% |
$102K - $112K
|
48.7K
$2.22M
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.72K- 19.06% |
$103K - $112K
|
11.5K
$525K
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-2.73K- 7.1% |
$103K - $113K
|
35.7K
$1.63M
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.75K- 0.45% |
$104K - $114K
|
613K
$27.9M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.77K- 8.35% |
$105K - $114K
|
30.4K
$1.38M
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.78K- 13.76% |
$105K - $115K
|
17.4K
$791K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.83K- 11.73% |
$107K - $117K
|
21.3K
$969K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.85K- 3.37% |
$108K - $118K
|
81.7K
$3.72M
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.89K- 32.96% |
$109K - $119K
|
5.88K
$267K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.9K- 9.21% |
$109K - $120K
|
28.6K
$1.3M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.91K- 2.71% |
$110K - $120K
|
105K
$4.76M
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.92K- 26.45% |
$110K - $121K
|
8.11K
$369K
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.98K- 22.33% |
$112K - $123K
|
10.4K
$472K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.99K- 3.6% |
$113K - $123K
|
80.1K
$3.64M
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3K- 29.91% |
$113K - $124K
|
7.02K
$320K
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3K- 2.2% |
$113K - $124K
|
133K
$6.07M
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.03K- 10.45% |
$114K - $125K
|
26K
$1.18M
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 13.29% |
$117K - $128K
|
20.1K
$916K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.09K- 6.2% |
$117K - $128K
|
46.7K
$2.13M
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.1K- 2.46% |
$117K - $128K
|
123K
$5.59M
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.1K- 2.42% |
$117K - $128K
|
125K
$5.69M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.11K- 0.47% |
$117K - $129K
|
665K
$30.3M
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.11K- 13.86% |
$117K - $129K
|
19.3K
$880K
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.12K- 0.7% |
$118K - $129K
|
440K
$20M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.13K- 17.66% |
$118K - $129K
|
14.6K
$663K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.15K- 3.52% |
$119K - $130K
|
86.3K
$3.93M
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.17K- 2.62% |
$120K - $131K
|
118K
$5.37M
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.18K- 1.56% |
$120K - $131K
|
200K
$9.09M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.19K- 11.73% |
$120K - $132K
|
24K
$1.09M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-3.2K- 1.93% |
$121K - $132K
|
162K
$7.38M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.22K- 0.16% |
$121K - $133K
|
2.02M
$91.8M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.25K- 40.04% |
$123K - $134K
|
4.86K
$221K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.27K- 15.27% |
$123K - $135K
|
18.1K
$824K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.3K- 4.81% |
$124K - $136K
|
65.3K
$2.97M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.31K- 6.16% |
$125K - $137K
|
50.4K
$2.29M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.32K- 4.95% |
$125K - $137K
|
63.8K
$2.9M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.34K- 40.0% |
$126K - $138K
|
5.01K
$228K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.35K- 16.69% |
$126K - $138K
|
16.7K
$760K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.36K- 21.42% |
$127K - $139K
|
12.3K
$562K
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 15.25% |
$127K - $139K
|
18.8K
$853K
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 29.36% |
$128K - $140K
|
8.13K
$370K
|