Purchases and Sales Made in Q4 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD FTSE EMERGING MKTS ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.55K+ 4042.59% |
$247K - $271K
|
6.71K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.53K+ 6.64% |
$246K - $270K
|
105K
$4.69M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.52KNew |
$246K - $269K
|
6.52K
$292K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
6.48KNew |
$245K - $268K
|
6.48K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.48KNew |
$244K - $267K
|
6.48K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.44K+ 25.34% |
$243K - $266K
|
31.8K
$1.43M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
6.42KNew |
$242K - $265K
|
6.42K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.41KNew |
$242K - $265K
|
6.41K
$287K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
6.4K+ 1.51% |
$241K - $264K
|
429K
$19.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.36K+ 1.48% |
$240K - $263K
|
435K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.35K+ 3.53% |
$240K - $262K
|
186K
$8.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.28KNew |
$237K - $260K
|
6.28K
$281K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
6.27K+ 37.49% |
$237K - $259K
|
23K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.24K+ 17.77% |
$236K - $258K
|
41.4K
$1.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.23K+ 6.86% |
$235K - $257K
|
97K
$4.34M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
6.22K+ 79.94% |
$235K - $257K
|
14K
$627K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.17K+ 13.17% |
$233K - $255K
|
53K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
6.16K+ 2.03% |
$232K - $254K
|
309K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.15K+ 1.71% |
$232K - $254K
|
366K
$16.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.15K+ 36.6% |
$232K - $254K
|
23K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.14K+ 2.23% |
$232K - $254K
|
281K
$12.6M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
6.14KNew |
$232K - $254K
|
6.14K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
6.13K+ 18.29% |
$231K - $253K
|
39.7K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
6.12K+ 4.21% |
$231K - $253K
|
151K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.11K+ 2.38% |
$231K - $253K
|
263K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6.09K+ 4.54% |
$230K - $252K
|
140K
$6.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.05K+ 25.42% |
$228K - $250K
|
29.9K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6K+ 22.26% |
$226K - $248K
|
32.9K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 3.67% |
$224K - $245K
|
168K
$7.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.91K+ 4.0% |
$223K - $244K
|
154K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.85KNew |
$221K - $242K
|
5.85K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.85K+ 0.52% |
$221K - $242K
|
1.14M
$50.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.84KNew |
$220K - $241K
|
5.84K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.83K+ 1.73% |
$220K - $241K
|
342K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
5.82K+ 35.67% |
$220K - $240K
|
22.1K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.77K+ 1.49% |
$218K - $239K
|
393K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.75KNew |
$217K - $237K
|
5.75K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
5.7KNew |
$215K - $236K
|
5.7K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.7K+ 4.86% |
$215K - $235K
|
123K
$5.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.67KNew |
$214K - $234K
|
5.67K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.61KNew |
$212K - $232K
|
5.61K
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5.61K+ 25.36% |
$212K - $232K
|
27.7K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
5.6KNew |
$211K - $231K
|
5.6K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.59K+ 44.34% |
$211K - $231K
|
18.2K
$814K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
5.58KNew |
$211K - $231K
|
5.58K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.52KNew |
$208K - $228K
|
5.52K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.51K+ 78.18% |
$208K - $227K
|
12.5K
$562K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5.5KNew |
$208K - $227K
|
5.5K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.5KNew |
$208K - $227K
|
5.5K
$246K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
5.46K+ 12.01% |
$206K - $225K
|
50.9K
$2.28M
|