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
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.9K+ 73.99% |
$448K - $491K
|
27.9K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
11.8K+ 68.66% |
$446K - $489K
|
29.1K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11.8KNew |
$444K - $486K
|
11.8K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
11.7K+ 8.1% |
$441K - $483K
|
156K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
11.7K+ 219.05% |
$440K - $482K
|
17K
$773K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 10.56% |
$439K - $480K
|
122K
$5.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
11.5K+ 1.63% |
$434K - $475K
|
717K
$32.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
11.4K+ 15.42% |
$431K - $472K
|
85.5K
$3.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.4K+ 5.51% |
$429K - $470K
|
218K
$9.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
11.3K+ 1.38% |
$428K - $468K
|
834K
$38M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
11.3K+ 19.91% |
$427K - $468K
|
68.2K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.2K+ 5.49% |
$423K - $463K
|
215K
$9.8M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
11.2KNew |
$422K - $462K
|
11.2K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
10.9K+ 2.09% |
$413K - $452K
|
534K
$24.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10.9K+ 5.44% |
$412K - $452K
|
212K
$9.64M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
10.9K+ 96.06% |
$411K - $450K
|
22.2K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 1.48% |
$409K - $448K
|
741K
$33.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.8K+ 6.04% |
$407K - $445K
|
189K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.6K+ 190.57% |
$401K - $439K
|
16.2K
$738K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 28.17% |
$390K - $427K
|
47K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.3K+ 4.89% |
$388K - $425K
|
221K
$10M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
10.2K+ 17.69% |
$387K - $423K
|
68.2K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
10.2K+ 7.11% |
$385K - $422K
|
154K
$7M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.2K+ 12.23% |
$384K - $420K
|
93.4K
$4.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
10.2KNew |
$384K - $420K
|
10.2K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.1KNew |
$381K - $417K
|
10.1K
$459K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
10.1KNew |
$380K - $416K
|
10.1K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
10K+ 2.72% |
$379K - $415K
|
379K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10KNew |
$378K - $414K
|
10K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10K+ 5.28% |
$378K - $413K
|
200K
$9.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9.99K+ 22.28% |
$377K - $412K
|
54.8K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
9.98KNew |
$377K - $412K
|
9.98K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.98K+ 5.74% |
$377K - $412K
|
184K
$8.37M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.94K+ 8.78% |
$375K - $411K
|
123K
$5.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
9.79K+ 11.06% |
$369K - $404K
|
98.3K
$4.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
9.76K+ 26.08% |
$368K - $403K
|
47.2K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9.71K+ 5.18% |
$366K - $401K
|
197K
$8.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
9.55K+ 14.87% |
$360K - $395K
|
73.8K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.45K+ 1.49% |
$357K - $391K
|
646K
$29.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.43K+ 1.54% |
$356K - $390K
|
624K
$28.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9.39K+ 15.17% |
$354K - $388K
|
71.3K
$3.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.34KNew |
$352K - $386K
|
9.34K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
9.3K+ 5.36% |
$351K - $384K
|
183K
$8.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
9.3K+ 4.73% |
$351K - $384K
|
206K
$9.36M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.26KNew |
$350K - $383K
|
9.26K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.22K+ 2.04% |
$348K - $381K
|
461K
$21M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
9.21K+ 14.16% |
$348K - $380K
|
74.2K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9.16KNew |
$346K - $378K
|
9.16K
$417K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.01K+ 132.7% |
$340K - $372K
|
15.8K
$718K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
8.98KNew |
$339K - $371K
|
8.98K
$409K
|