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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
17.4K+ 77.98% |
$656K - $718K
|
39.7K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
17.2K+ 8.06% |
$648K - $709K
|
230K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
17K+ 5.63% |
$641K - $702K
|
319K
$14.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
16.9K+ 55.53% |
$637K - $698K
|
47.3K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
16.7KNew |
$629K - $688K
|
16.7K
$746K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.5K+ 3.17% |
$621K - $680K
|
536K
$24M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
16.4K+ 7.35% |
$620K - $678K
|
240K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.4K+ 61.34% |
$618K - $677K
|
43.1K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
16KNew |
$606K - $663K
|
16K
$719K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
15.8K+ 5.77% |
$598K - $655K
|
291K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15.6K+ 19.51% |
$591K - $646K
|
95.8K
$4.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
15.6KNew |
$589K - $645K
|
15.6K
$699K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6K+ 12.03% |
$589K - $644K
|
145K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
15.6KNew |
$588K - $644K
|
15.6K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.4KNew |
$581K - $636K
|
15.4K
$689K
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
15.3K+ 13.95% |
$577K - $632K
|
125K
$5.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
15.2K+ 102.99% |
$574K - $628K
|
30K
$1.34M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
15.1K+ 0.67% |
$572K - $626K
|
2.26M
$101M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
14.9K+ 19.39% |
$561K - $615K
|
91.6K
$4.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$549K - $601K
|
14.5K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.3K+ 69.67% |
$540K - $591K
|
34.8K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1K+ 9.41% |
$534K - $584K
|
165K
$7.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14K+ 4.82% |
$529K - $579K
|
305K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
14K+ 20.16% |
$528K - $578K
|
83.4K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
14K+ 5.11% |
$527K - $577K
|
287K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14KNew |
$527K - $577K
|
14K
$625K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.9K+ 2.94% |
$526K - $576K
|
488K
$21.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
13.9KNew |
$526K - $576K
|
13.9K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
13.8K+ 12.25% |
$521K - $570K
|
126K
$5.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13.8K+ 7.47% |
$521K - $570K
|
198K
$8.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
13.7K+ 1.32% |
$518K - $567K
|
1.06M
$47.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 8.55% |
$510K - $558K
|
172K
$7.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$508K - $556K
|
13.5K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.4K+ 30.93% |
$505K - $553K
|
56.7K
$2.54M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.2K+ 30.4% |
$496K - $543K
|
56.4K
$2.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.9K+ 23.59% |
$487K - $533K
|
67.6K
$3.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.8K+ 9.32% |
$485K - $530K
|
151K
$6.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12.7K+ 30.49% |
$481K - $526K
|
54.5K
$2.44M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.7K+ 3.42% |
$479K - $525K
|
384K
$17.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
12.7K+ 31.77% |
$478K - $523K
|
52.5K
$2.35M
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
12.5KNew |
$471K - $516K
|
12.5K
$559K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
12.4K+ 2.97% |
$470K - $514K
|
432K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12.4K+ 13.45% |
$469K - $513K
|
105K
$4.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3K+ 1.8% |
$466K - $510K
|
699K
$31.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
12.2K+ 6.62% |
$462K - $506K
|
197K
$8.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
12.2KNew |
$461K - $504K
|
12.2K
$546K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12.1KNew |
$455K - $498K
|
12.1K
$540K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$452K - $495K
|
12K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12KNew |
$451K - $494K
|
12K
$535K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.9K+ 7.92% |
$450K - $493K
|
162K
$7.27M
|