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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.79K- 11.74% |
$256K - $280K
|
51K
$2.32M
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.83K- 3.66% |
$258K - $282K
|
180K
$8.17M
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-6.95K- 10.06% |
$262K - $287K
|
62.1K
$2.83M
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.99K- 8.3% |
$264K - $289K
|
77.2K
$3.51M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.03K- 0.4% |
$265K - $290K
|
1.77M
$80.4M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.04K- 3.05% |
$266K - $291K
|
224K
$10.2M
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-7.06K- 8.28% |
$266K - $292K
|
78.2K
$3.56M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.21K- 3.24% |
$272K - $298K
|
215K
$9.79M
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.28K- 10.26% |
$275K - $301K
|
63.6K
$2.9M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-7.35K- 10.38% |
$277K - $303K
|
63.4K
$2.88M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7.35K- 1.91% |
$277K - $304K
|
377K
$17.1M
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-7.43K- 10.33% |
$280K - $307K
|
64.5K
$2.93M
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-7.43K- 3.13% |
$281K - $307K
|
230K
$10.5M
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-7.47K- 7.89% |
$282K - $309K
|
87.2K
$3.97M
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-7.51K- 14.13% |
$283K - $310K
|
45.6K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.52K- 5.97% |
$284K - $310K
|
118K
$5.38M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.66K- 4.29% |
$289K - $316K
|
171K
$7.77M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.66K- 4.29% |
$289K - $316K
|
171K
$7.77M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.66K- 15.55% |
$289K - $316K
|
41.6K
$1.89M
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-7.72K- 27.03% |
$291K - $319K
|
20.8K
$948K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7.77K- 4.96% |
$293K - $321K
|
149K
$6.77M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.8K- 4.11% |
$294K - $322K
|
182K
$8.28M
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.86K- 27.93% |
$297K - $325K
|
20.3K
$923K
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-7.88K- 22.52% |
$297K - $326K
|
27.1K
$1.23M
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-7.88K- 22.52% |
$297K - $326K
|
27.1K
$1.23M
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.07K- 8.28% |
$305K - $334K
|
89.4K
$4.07M
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.08K- 32.73% |
$305K - $334K
|
16.6K
$756K
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8.1K- 3.05% |
$306K - $334K
|
258K
$11.7M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-8.13K- 7.05% |
$307K - $336K
|
107K
$4.88M
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8.19K- 31.67% |
$309K - $338K
|
17.7K
$804K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.2K- 13.16% |
$309K - $339K
|
54.1K
$2.46M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-8.31K- 15.53% |
$314K - $343K
|
45.2K
$2.06M
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.33K- 1.39% |
$314K - $344K
|
592K
$26.9M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.38K- 7.26% |
$316K - $346K
|
107K
$4.87M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8.53K- 99.52% |
$322K - $352K
|
41
$1.87K
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.6K- 16.83% |
$324K - $355K
|
42.5K
$1.93M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.63K- 33.88% |
$326K - $356K
|
16.8K
$766K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.7K- 26.02% |
$328K - $359K
|
24.7K
$1.13M
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.71K- 3.65% |
$329K - $360K
|
230K
$10.5M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.76K- 3.22% |
$330K - $362K
|
263K
$12M
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-8.77K- 4.73% |
$331K - $362K
|
177K
$8.03M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.78K- 9.5% |
$331K - $363K
|
83.6K
$3.8M
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-8.84K- 93.1% |
$334K - $365K
|
655
$29.8K
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-8.87K- 4.65% |
$335K - $366K
|
182K
$8.28M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.88K- 11.12% |
$335K - $367K
|
71K
$3.23M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8.94K- 6.78% |
$337K - $369K
|
123K
$5.59M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-8.95K- 10.0% |
$338K - $370K
|
80.5K
$3.66M
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9K- 99.93% |
$340K - $372K
|
6
$273
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-9.03K- 21.53% |
$341K - $373K
|
32.9K
$1.5M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9.07K- 6.21% |
$342K - $375K
|
137K
$6.23M
|