Purchases and Sales Made in Q3 2023 in Vanguard Ftse All World Ex Us (VEU)
This table provides information about the institutional ownership of Vanguard Ftse All World Ex Us (VEU) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE ALL- WORLD EX-US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.61K+ 1.78% |
$186K - $204K
|
206K
$12.3M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.57K+ 1.52% |
$184K - $202K
|
238K
$14.2M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.52KNew |
$182K - $198K
|
3.52K
$209K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.51K+ 3.57% |
$181K - $198K
|
102K
$6.06M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.41K+ 4.18% |
$176K - $193K
|
85K
$5.05M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.4K+ 10.7% |
$176K - $192K
|
35.2K
$2.09M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.3K+ 9.08% |
$171K - $186K
|
39.7K
$2.35M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.23K+ 2.71% |
$167K - $182K
|
122K
$7.25M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.13K+ 1.45% |
$162K - $177K
|
218K
$13M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.11K+ 82.17% |
$161K - $175K
|
6.89K
$409K
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.96K+ 3.46% |
$153K - $167K
|
88.4K
$5.25M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.95K+ 4.3% |
$152K - $167K
|
71.6K
$4.25M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.94K+ 3.05% |
$152K - $166K
|
99.3K
$5.89M
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.79K+ 7.93% |
$144K - $157K
|
38K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.75K+ 16.38% |
$142K - $155K
|
19.5K
$1.16M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.73K+ 326.05% |
$141K - $154K
|
3.57K
$212K
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.7K+ 22.24% |
$139K - $152K
|
14.8K
$880K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.69K+ 0.27% |
$139K - $152K
|
989K
$58.7M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.54K+ 2.48% |
$131K - $143K
|
105K
$6.24M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.54K+ 0.47% |
$131K - $143K
|
547K
$32.5M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.35K+ 5.28% |
$121K - $133K
|
46.8K
$2.78M
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.3K+ 1.05% |
$119K - $130K
|
222K
$13.2M
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.24K+ 3.86% |
$116K - $127K
|
60.4K
$3.58M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.23K+ 7.44% |
$115K - $126K
|
32.2K
$1.91M
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.08K+ 23.15% |
$108K - $118K
|
11.1K
$658K
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.08K+ 0.68% |
$107K - $117K
|
305K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.08K+ 10.2% |
$107K - $117K
|
22.4K
$1.33M
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.01K+ 1.51% |
$104K - $113K
|
135K
$7.99M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 5.19% |
$103K - $113K
|
40.4K
$2.4M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 7.59% |
$101K - $110K
|
27.7K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.95K+ 0.13% |
$101K - $110K
|
1.48M
$87.7M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.94K+ 30.85% |
$100K - $110K
|
8.23K
$488K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.91K+ 39.08% |
$98.9K - $108K
|
6.81K
$404K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.91K+ 6.71% |
$98.8K - $108K
|
30.4K
$1.8M
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
1.91K+ 35.29% |
$98.7K - $108K
|
7.32K
$435K
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.91K+ 2.56% |
$98.6K - $108K
|
76.6K
$4.55M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.91K+ 2.71% |
$98.6K - $108K
|
72.4K
$4.3M
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
1.91K+ 0.59% |
$98.6K - $108K
|
325K
$19.3M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.9K+ 8.94% |
$98.3K - $107K
|
23.2K
$1.38M
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.9K+ 25.0% |
$98.2K - $107K
|
9.5K
$564K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.88K+ 9.21% |
$96.9K - $106K
|
22.2K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 0.05% |
$96.6K - $106K
|
3.76M
$223M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.81K+ 13.62% |
$93.5K - $102K
|
15.1K
$897K
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.78K+ 40.26% |
$92K - $101K
|
6.2K
$368K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.78K+ 1.23% |
$92K - $101K
|
146K
$8.67M
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.75K+ 1.72% |
$90.3K - $98.7K
|
103K
$6.12M
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.75K+ 1.72% |
$90.3K - $98.7K
|
103K
$6.12M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.75KNew |
$90.2K - $98.6K
|
1.75K
$104K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.75KNew |
$90.1K - $98.5K
|
1.75K
$104K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.74KNew |
$90K - $98.4K
|
1.74K
$103K
|