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 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
807+ 9.51% |
$40K - $45.3K
|
9.29K
$553K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
805New |
$39.9K - $45.2K
|
805
$47.9K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
747+ 5.45% |
$37K - $41.9K
|
14.5K
$861K
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
742+ 7.07% |
$36.8K - $41.7K
|
11.2K
$669K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
740+ 21.05% |
$36.7K - $41.5K
|
4.26K
$253K
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
705+ 1.52% |
$34.9K - $39.6K
|
47K
$2.8M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
695+ 12.69% |
$34.5K - $39K
|
6.17K
$367K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
679+ 5.67% |
$33.7K - $38.1K
|
12.7K
$753K
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
670+ 0.23% |
$33.2K - $37.6K
|
296K
$17.6M
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
669+ 3.48% |
$33.2K - $37.6K
|
19.9K
$1.18M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
663+ 66.3% |
$32.9K - $37.2K
|
1.66K
$99K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
658+ 3.97% |
$32.6K - $36.9K
|
17.2K
$1.03M
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
647+ 3.36% |
$32.1K - $36.3K
|
19.9K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
621+ 1.53% |
$30.8K - $34.9K
|
41.2K
$2.45M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
611+ 0.05% |
$30.3K - $34.3K
|
1.17M
$69.7M
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
591+ 10.59% |
$29.3K - $33.2K
|
6.17K
$367K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
590+ 2.58% |
$29.2K - $33.1K
|
23.5K
$1.4M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
587+ 0.53% |
$29.1K - $33K
|
112K
$6.69M
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
581+ 4.62% |
$28.8K - $32.6K
|
13.1K
$783K
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
572+ 0.9% |
$28.4K - $32.1K
|
64K
$3.81M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
570New |
$28.3K - $32K
|
570
$33.9K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
562+ 480.34% |
$27.9K - $31.6K
|
679
$40.4K
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
551+ 0.27% |
$27.3K - $30.9K
|
207K
$12.3M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
535+ 4.96% |
$26.5K - $30K
|
11.3K
$674K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
535+ 2.39% |
$26.5K - $30K
|
23K
$1.37M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
534+ 0.83% |
$26.5K - $30K
|
65K
$3.87M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
523New |
$25.9K - $29.4K
|
523
$31.1K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
484+ 2.02% |
$24K - $27.2K
|
24.4K
$1.45M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
484+ 28.07% |
$24K - $27.2K
|
2.21K
$131K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
481+ 4.91% |
$23.8K - $27K
|
10.3K
$611K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
474+ 2.75% |
$23.5K - $26.6K
|
17.7K
$1.05M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
467+ 2.95% |
$23.1K - $26.2K
|
16.3K
$970K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
445+ 3.67% |
$22.1K - $25K
|
12.6K
$748K
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
430+ 3.55% |
$21.3K - $24.1K
|
12.5K
$746K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
428+ 10.41% |
$21.2K - $24K
|
4.54K
$270K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
412+ 0.72% |
$20.4K - $23.1K
|
57.5K
$3.42M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
406New |
$20.1K - $22.8K
|
406
$24.2K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
401+ 82.68% |
$19.9K - $22.5K
|
886
$52.7K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 20000.0% |
$19.8K - $22.5K
|
402
$23.9K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
394+ 1.25% |
$19.5K - $22.1K
|
31.9K
$1.9M
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
390+ 1.73% |
$19.3K - $21.9K
|
22.9K
$1.36M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
372+ 0.86% |
$18.4K - $20.9K
|
43.9K
$2.61M
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
372+ 2.92% |
$18.4K - $20.9K
|
13.1K
$780K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
362+ 4.97% |
$17.9K - $20.3K
|
7.65K
$455K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
338+ 0.36% |
$16.8K - $19K
|
93.4K
$5.56M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
321New |
$15.9K - $18K
|
321
$19.1K
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
317+ 3.52% |
$15.7K - $17.8K
|
9.32K
$555K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
311New |
$15.4K - $17.5K
|
311
$18.5K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
305+ 1.53% |
$15.1K - $17.1K
|
20.3K
$1.21M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
295+ 8.62% |
$14.6K - $16.6K
|
3.72K
$221K
|