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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.93K+ 9.51% |
$343K - $389K
|
79.8K
$4.75M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.8K+ 5.22% |
$337K - $382K
|
137K
$8.15M
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6.73KNew |
$334K - $378K
|
6.73K
$401K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6.68K+ 2.74% |
$331K - $375K
|
250K
$14.9M
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.57KNew |
$325K - $369K
|
6.57K
$391K
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
6.56KNew |
$325K - $368K
|
6.56K
$390K
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
6.52K+ 41.76% |
$323K - $366K
|
22.1K
$1.32M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.51K+ 48.73% |
$323K - $365K
|
19.9K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 73.36% |
$318K - $360K
|
15.2K
$903K
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.4KNew |
$317K - $359K
|
6.4K
$381K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.38K+ 6.22% |
$316K - $358K
|
109K
$6.49M
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
6.37K+ 54.61% |
$316K - $358K
|
18K
$1.07M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
6.34KNew |
$314K - $356K
|
6.34K
$377K
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.27KNew |
$311K - $352K
|
6.27K
$373K
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.19K+ 99.79% |
$307K - $347K
|
12.4K
$738K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.11KNew |
$303K - $343K
|
6.11K
$364K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
6.05K+ 1.35% |
$300K - $340K
|
455K
$27.1M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.9K+ 0.24% |
$293K - $331K
|
2.47M
$147M
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.79KNew |
$287K - $325K
|
5.79K
$344K
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
5.7K+ 6.46% |
$282K - $320K
|
93.9K
$5.59M
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.64KNew |
$280K - $317K
|
5.64K
$336K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.62K+ 11.6% |
$279K - $315K
|
54.1K
$3.22M
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.58K+ 1.16% |
$277K - $313K
|
488K
$29.1M
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5.56K+ 1.56% |
$275K - $312K
|
363K
$21.6M
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.45KNew |
$270K - $306K
|
5.45K
$325K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.45K+ 13.5% |
$270K - $306K
|
45.8K
$2.73M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
5.4K+ 32.12% |
$268K - $303K
|
22.2K
$1.32M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.35KNew |
$265K - $300K
|
5.35K
$318K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.32KNew |
$263K - $298K
|
5.32K
$316K
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
5.31KNew |
$263K - $298K
|
5.31K
$316K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.21K+ 16.14% |
$258K - $293K
|
37.5K
$2.23M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.19K+ 57.9% |
$257K - $292K
|
14.2K
$843K
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.15K+ 1.48% |
$255K - $289K
|
352K
$21M
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.11KNew |
$253K - $287K
|
5.11K
$304K
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.07KNew |
$251K - $285K
|
5.07K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.06KNew |
$251K - $284K
|
5.06K
$301K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.05K+ 6.11% |
$250K - $284K
|
87.8K
$5.22M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.04KNew |
$250K - $283K
|
5.04K
$300K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.02K+ 2.48% |
$249K - $282K
|
208K
$12.4M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.87K+ 30.1% |
$241K - $273K
|
21K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.85K+ 4006.61% |
$240K - $272K
|
4.97K
$296K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.84K+ 0.94% |
$240K - $272K
|
519K
$30.9M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.83K+ 4.86% |
$240K - $271K
|
104K
$6.21M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.82K+ 1.51% |
$239K - $270K
|
323K
$19.2M
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.79KNew |
$237K - $269K
|
4.79K
$285K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.64K+ 3.01% |
$230K - $261K
|
159K
$9.46M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.64K+ 24.54% |
$230K - $261K
|
23.6K
$1.4M
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
4.58K+ 99.76% |
$227K - $257K
|
9.17K
$546K
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
4.56KNew |
$226K - $256K
|
4.56K
$271K
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
4.52KNew |
$224K - $254K
|
4.52K
$269K
|