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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-21.1K- 15.06% |
$795K - $870K
|
119K
$5.4M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-21.2K- 11.98% |
$800K - $876K
|
156K
$7.09M
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-21.8K- 3.99% |
$821K - $899K
|
524K
$23.8M
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-21.8KClosed |
$822K - $900K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-21.8K- 7.13% |
$823K - $901K
|
284K
$12.9M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-22.4K- 1.37% |
$844K - $923K
|
1.61M
$73.4M
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-23K- 4.13% |
$868K - $950K
|
534K
$24.3M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-23K- 99.05% |
$869K - $951K
|
221
$10.1K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.1K- 0.7% |
$870K - $952K
|
3.29M
$150M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.1K- 62.58% |
$871K - $954K
|
13.8K
$628K
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-23.1K- 3.49% |
$872K - $954K
|
639K
$29.1M
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-24.6K- 31.03% |
$928K - $1.02M
|
54.6K
$2.49M
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-24.8K- 57.24% |
$935K - $1.02M
|
18.5K
$842K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-25.2K- 0.47% |
$950K - $1.04M
|
5.33M
$242M
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-25.7K- 49.14% |
$971K - $1.06M
|
26.6K
$1.21M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-26.3K- 15.97% |
$992K - $1.09M
|
138K
$6.29M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26.8K- 11.2% |
$1.01M - $1.11M
|
212K
$9.66M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-27.1K- 16.16% |
$1.02M - $1.12M
|
141K
$6.4M
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-27.3K- 36.4% |
$1.03M - $1.13M
|
47.7K
$2.17M
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
SELL
|
- |
-27.7K- 28.79% |
$1.05M - $1.14M
|
68.6K
$3.12M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-28.1K- 70.56% |
$1.06M - $1.16M
|
11.7K
$534K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-28.3K- 8.4% |
$1.07M - $1.17M
|
309K
$14M
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-28.7K- 27.81% |
$1.08M - $1.18M
|
74.4K
$3.38M
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-29.3K- 70.08% |
$1.1M - $1.21M
|
12.5K
$568K
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-30.1K- 6.53% |
$1.13M - $1.24M
|
430K
$19.6M
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-30.1K- 16.24% |
$1.14M - $1.24M
|
155K
$7.07M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-30.3K- 24.68% |
$1.14M - $1.25M
|
92.4K
$4.2M
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-30.5K- 26.48% |
$1.15M - $1.26M
|
84.6K
$3.85M
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-31.8K- 34.28% |
$1.2M - $1.31M
|
61K
$2.77M
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-32.1K- 79.13% |
$1.21M - $1.33M
|
8.47K
$385K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-32.4K- 82.8% |
$1.22M - $1.34M
|
6.72K
$306K
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-32.7K- 8.18% |
$1.23M - $1.35M
|
367K
$16.7M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-33.3K- 79.76% |
$1.26M - $1.38M
|
8.46K
$385K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33.5K- 65.37% |
$1.26M - $1.38M
|
17.7K
$807K
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-34.2K- 52.33% |
$1.29M - $1.41M
|
31.1K
$1.42M
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-34.7K- 56.28% |
$1.31M - $1.44M
|
27K
$1.23M
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-35.2K- 6.75% |
$1.33M - $1.45M
|
486K
$22.1M
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-35.3K- 20.01% |
$1.33M - $1.46M
|
141K
$6.42M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-35.7K- 3.07% |
$1.35M - $1.48M
|
1.13M
$51.3M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-35.8K- 19.48% |
$1.35M - $1.48M
|
148K
$6.74M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.4K- 4.09% |
$1.37M - $1.5M
|
853K
$38.8M
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-36.4K- 5.16% |
$1.37M - $1.5M
|
670K
$30.5M
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-36.8K- 68.84% |
$1.39M - $1.52M
|
16.7K
$758K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-38.3K- 5.37% |
$1.45M - $1.58M
|
676K
$30.7M
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-38.6K- 32.94% |
$1.46M - $1.6M
|
78.6K
$3.58M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38.8K- 2.02% |
$1.46M - $1.6M
|
1.88M
$85.5M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-38.9K- 65.26% |
$1.47M - $1.61M
|
20.7K
$942K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-41.1K- 14.94% |
$1.55M - $1.7M
|
234K
$10.7M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-41.4K- 14.93% |
$1.56M - $1.71M
|
236K
$10.7M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-44.2K- 9.12% |
$1.67M - $1.82M
|
440K
$20M
|