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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.11K+ 24.32% |
$41.7K - $45.7K
|
5.65K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.1KNew |
$41.6K - $45.5K
|
1.1K
$49.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.1K+ 9.46% |
$41.6K - $45.5K
|
12.7K
$572K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.07K+ 2.46% |
$40.5K - $44.3K
|
44.7K
$2M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
1.06K+ 0.64% |
$40.1K - $43.9K
|
168K
$7.55M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 0.88% |
$39.6K - $43.3K
|
121K
$5.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.04K+ 5.46% |
$39.2K - $43K
|
20.1K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.03K+ 13.93% |
$38.9K - $42.6K
|
8.44K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.03K+ 17.87% |
$38.7K - $42.3K
|
6.76K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.02K+ 119.37% |
$38.6K - $42.3K
|
1.88K
$84.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.01KNew |
$38.1K - $41.7K
|
1.01K
$45.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.01K+ 15.26% |
$37.9K - $41.5K
|
7.59K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
998+ 0.23% |
$37.7K - $41.2K
|
443K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
991+ 10.63% |
$37.4K - $40.9K
|
10.3K
$462K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
988+ 851.72% |
$37.3K - $40.8K
|
1.1K
$49.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
986+ 0.9% |
$37.2K - $40.7K
|
111K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
983+ 0.72% |
$37.1K - $40.6K
|
137K
$6.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
982+ 4.93% |
$37.1K - $40.6K
|
20.9K
$937K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
973+ 67.34% |
$36.7K - $40.2K
|
2.42K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
965New |
$36.4K - $39.9K
|
965
$43.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
940+ 9.13% |
$35.5K - $38.8K
|
11.2K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
914+ 2.86% |
$34.5K - $37.8K
|
32.8K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
897+ 8.28% |
$33.9K - $37.1K
|
11.7K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
890+ 4.58% |
$33.6K - $36.8K
|
20.3K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
885+ 11.9% |
$33.4K - $36.6K
|
8.32K
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
874+ 2.03% |
$33K - $36.1K
|
44K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
872+ 9.32% |
$32.9K - $36K
|
10.2K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
864New |
$32.6K - $35.7K
|
864
$38.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
863New |
$32.6K - $35.7K
|
863
$38.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
859+ 3.24% |
$32.4K - $35.5K
|
27.4K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
852+ 0.64% |
$32.2K - $35.2K
|
134K
$6.01M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
846+ 2.61% |
$31.9K - $34.9K
|
33.2K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
840+ 1.02% |
$31.7K - $34.7K
|
83K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
836+ 8.71% |
$31.6K - $34.5K
|
10.4K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
826+ 14.24% |
$31.2K - $34.1K
|
6.63K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
811+ 80.46% |
$30.6K - $33.5K
|
1.82K
$81.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
810+ 2.99% |
$30.6K - $33.5K
|
27.9K
$1.25M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
808+ 0.99% |
$30.5K - $33.4K
|
82.3K
$3.69M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
803+ 12.93% |
$30.3K - $33.2K
|
7.01K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
800New |
$30.2K - $33K
|
800
$35.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
784New |
$29.6K - $32.4K
|
784
$35.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
779+ 4.08% |
$29.4K - $32.2K
|
19.9K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
779+ 4.5% |
$29.4K - $32.2K
|
18.1K
$812K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
773+ 1.31% |
$29.2K - $31.9K
|
59.9K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
768+ 1.55% |
$29K - $31.7K
|
50.4K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
764+ 9.12% |
$28.8K - $31.6K
|
9.15K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
759+ 0.83% |
$28.6K - $31.4K
|
92.7K
$4.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
759+ 1.69% |
$28.6K - $31.4K
|
45.7K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
753+ 4.03% |
$28.4K - $31.1K
|
19.4K
$872K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
745+ 0.6% |
$28.1K - $30.8K
|
125K
$5.62M
|