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 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.51KNew |
$223K - $253K
|
4.51K
$256K
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.39KNew |
$218K - $247K
|
4.39K
$249K
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.38KNew |
$217K - $246K
|
4.38K
$248K
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
4.38KNew |
$217K - $246K
|
4.38K
$248K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.33KNew |
$215K - $243K
|
4.33K
$246K
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.3KNew |
$213K - $242K
|
4.3K
$244K
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.27K+ 4.45% |
$212K - $240K
|
100K
$5.69M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
4.22K+ 37.23% |
$209K - $237K
|
15.6K
$882K
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$208K - $236K
|
4.2K
$238K
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.17K+ 3.56% |
$207K - $234K
|
121K
$6.88M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.12KNew |
$204K - $232K
|
4.12K
$234K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.12K+ 8.45% |
$204K - $231K
|
52.9K
$3M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.12K+ 6.06% |
$204K - $231K
|
72K
$4.08M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.1K+ 1.14% |
$203K - $230K
|
365K
$20.7M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.09KNew |
$203K - $230K
|
4.09K
$232K
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.02KNew |
$199K - $226K
|
4.02K
$228K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.02K+ 24.3% |
$199K - $225K
|
20.5K
$1.16M
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4KNew |
$198K - $225K
|
4K
$227K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.98K+ 48.94% |
$197K - $223K
|
12.1K
$686K
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.97KNew |
$197K - $223K
|
3.97K
$225K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.94KNew |
$195K - $221K
|
3.94K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.92KNew |
$194K - $220K
|
3.92K
$222K
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.91K+ 60.4% |
$194K - $220K
|
10.4K
$589K
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.87K+ 30.22% |
$192K - $217K
|
16.7K
$945K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
3.87K+ 52.83% |
$192K - $217K
|
11.2K
$634K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.86KNew |
$191K - $217K
|
3.86K
$219K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.82KNew |
$189K - $215K
|
3.82K
$217K
|
|
Jan 29, 2024
Q4 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
3.82K+ 2.17% |
$189K - $214K
|
179K
$10.2M
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.8KNew |
$188K - $213K
|
3.8K
$215K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.8KNew |
$188K - $213K
|
3.8K
$215K
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
3.8KNew |
$188K - $213K
|
3.8K
$215K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.78K+ 2.81% |
$187K - $212K
|
138K
$7.85M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.76KNew |
$186K - $211K
|
3.76K
$213K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.76KNew |
$186K - $211K
|
3.76K
$213K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.75KNew |
$186K - $211K
|
3.75K
$213K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.69KNew |
$183K - $207K
|
3.69K
$209K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.67KNew |
$182K - $206K
|
3.67K
$208K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.67KNew |
$182K - $206K
|
3.67K
$208K
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.66K+ 38.53% |
$181K - $205K
|
13.2K
$746K
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.61K+ 8.69% |
$179K - $203K
|
45.1K
$2.56M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.61K+ 10.25% |
$179K - $203K
|
38.8K
$2.2M
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.61KNew |
$179K - $202K
|
3.61K
$204K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.61K+ 3.43% |
$179K - $202K
|
109K
$6.17M
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
3.6K+ 92.78% |
$178K - $202K
|
7.48K
$424K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.57K+ 4.0% |
$177K - $201K
|
92.8K
$5.26M
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.57KNew |
$177K - $201K
|
3.57K
$202K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.51K+ 52.3% |
$174K - $197K
|
10.2K
$579K
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.48K+ 3.78% |
$172K - $195K
|
95.5K
$5.41M
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.46K+ 0.97% |
$171K - $194K
|
358K
$20.3M
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.34K+ 9.53% |
$166K - $188K
|
38.4K
$2.18M
|