Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13.1KNew |
$652K - $738K
|
13.1K
$783K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$639K - $724K
|
12.9K
$768K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.9K+ 4.33% |
$638K - $723K
|
310K
$18.5M
|
|
Feb 01, 2024
Q4 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.5K+ 2.36% |
$620K - $702K
|
541K
$32.2M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.2K+ 3.09% |
$605K - $685K
|
407K
$24.2M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.8K+ 27.09% |
$586K - $664K
|
55.5K
$3.3M
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.8K+ 15.94% |
$586K - $664K
|
86K
$5.12M
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
11.5K+ 5.92% |
$571K - $647K
|
206K
$12.3M
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4KNew |
$565K - $640K
|
11.4K
$679K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.3KNew |
$562K - $637K
|
11.3K
$675K
|
|
Feb 14, 2024
Q4 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$543K - $615K
|
11K
$653K
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.9KNew |
$542K - $614K
|
10.9K
$651K
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
10.9KNew |
$539K - $610K
|
10.9K
$647K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.8K+ 32.94% |
$534K - $605K
|
43.5K
$2.59M
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
10.7KNew |
$531K - $602K
|
10.7K
$638K
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.3KNew |
$512K - $579K
|
10.3K
$614K
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
10K+ 4.76% |
$496K - $562K
|
220K
$13.1M
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
9.97K+ 40.41% |
$494K - $560K
|
34.6K
$2.06M
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.95KNew |
$493K - $558K
|
9.95K
$592K
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
9.1K+ 1.09% |
$451K - $511K
|
844K
$50.2M
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
9.1K+ 13.69% |
$451K - $511K
|
75.6K
$4.5M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.05K+ 57.59% |
$449K - $508K
|
24.8K
$1.47M
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.89K+ 157.82% |
$441K - $499K
|
14.5K
$864K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8.75K+ 17.77% |
$434K - $491K
|
58K
$3.45M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.43KNew |
$418K - $473K
|
8.43K
$502K
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.38K+ 23.44% |
$415K - $470K
|
44.1K
$2.63M
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8.37K+ 6.62% |
$415K - $470K
|
135K
$8.02M
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
8.17K+ 8.23% |
$405K - $459K
|
107K
$6.4M
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
8.1KNew |
$401K - $455K
|
8.1K
$482K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
8.07KNew |
$400K - $453K
|
8.07K
$480K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.97KNew |
$395K - $448K
|
7.97K
$475K
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
7.96K+ 10.65% |
$395K - $447K
|
82.7K
$4.93M
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.9K+ 1.04% |
$392K - $444K
|
770K
$45.8M
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.67K+ 50.48% |
$380K - $430K
|
22.9K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.66K+ 4.85% |
$380K - $430K
|
166K
$9.86M
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
7.46K+ 3.01% |
$370K - $419K
|
255K
$15.2M
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.44KNew |
$369K - $417K
|
7.44K
$443K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.42K+ 7.49% |
$368K - $417K
|
107K
$6.34M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.4KNew |
$367K - $415K
|
7.4K
$440K
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.29K+ 5.21% |
$361K - $409K
|
147K
$8.76M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.28K+ 117.0% |
$361K - $408K
|
13.5K
$803K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.27K+ 3.5% |
$360K - $408K
|
215K
$12.8M
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.2K+ 8.54% |
$357K - $404K
|
91.4K
$5.44M
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.19KNew |
$357K - $404K
|
7.19K
$428K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.19K+ 1166.88% |
$356K - $404K
|
7.8K
$465K
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.16KNew |
$355K - $402K
|
7.16K
$426K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.06KNew |
$350K - $396K
|
7.06K
$420K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.02K+ 5.96% |
$348K - $394K
|
125K
$7.43M
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
7.01K+ 0.96% |
$348K - $394K
|
734K
$43.7M
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.98KNew |
$346K - $392K
|
6.98K
$416K
|