Purchases and Sales Made in Q1 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.01K+ 2.61% |
$38.8K - $43.6K
|
39.7K
$1.77M
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1K+ 7.26% |
$38.5K - $43.2K
|
14.8K
$660K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1K+ 30.17% |
$38.5K - $43.2K
|
4.32K
$193K
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
989+ 0.75% |
$38K - $42.7K
|
133K
$5.96M
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
980+ 6.97% |
$37.7K - $42.3K
|
15K
$671K
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
965+ 4.24% |
$37.1K - $41.7K
|
23.7K
$1.06M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
955+ 5.12% |
$36.7K - $41.2K
|
19.6K
$876K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
952+ 2.47% |
$36.6K - $41.1K
|
39.4K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
949+ 3.58% |
$36.5K - $41K
|
27.5K
$1.23M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
919+ 2.44% |
$35.3K - $39.7K
|
38.6K
$1.72M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
911+ 75.92% |
$35K - $39.3K
|
2.11K
$94.3K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
900New |
$34.6K - $38.9K
|
900
$40.2K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
900+ 0.2% |
$34.6K - $38.9K
|
446K
$19.9M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
893+ 6.26% |
$34.3K - $38.6K
|
15.2K
$677K
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
889+ 4.67% |
$34.2K - $38.4K
|
19.9K
$890K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
882+ 11.89% |
$33.9K - $38.1K
|
8.3K
$371K
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
881+ 5.58% |
$33.9K - $38K
|
16.7K
$744K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
875+ 0.79% |
$33.6K - $37.8K
|
112K
$5.02M
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
873+ 16.78% |
$33.6K - $37.7K
|
6.08K
$271K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
872+ 6.09% |
$33.5K - $37.7K
|
15.2K
$679K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
870+ 356.56% |
$33.5K - $37.6K
|
1.11K
$49.8K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
863+ 2.5% |
$33.2K - $37.3K
|
35.4K
$1.58M
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
856+ 8.09% |
$32.9K - $37K
|
11.4K
$511K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
835+ 2.61% |
$32.1K - $36.1K
|
32.8K
$1.47M
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
827+ 4.72% |
$31.8K - $35.7K
|
18.4K
$820K
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
813+ 0.37% |
$31.3K - $35.1K
|
222K
$9.91M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
812+ 1.43% |
$31.2K - $35.1K
|
57.7K
$2.58M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
810New |
$31.1K - $35K
|
810
$36.2K
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
800+ 14.18% |
$30.8K - $34.5K
|
6.44K
$288K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
796+ 2.27% |
$30.6K - $34.4K
|
35.9K
$1.6M
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
785+ 3.6% |
$30.2K - $33.9K
|
22.6K
$1.01M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
777+ 2.75% |
$29.9K - $33.6K
|
29K
$1.29M
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
772+ 0.15% |
$29.7K - $33.3K
|
523K
$23.3M
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
770+ 6.54% |
$29.6K - $33.2K
|
12.5K
$560K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
765+ 0.58% |
$29.4K - $33K
|
132K
$5.88M
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
762+ 0.23% |
$29.3K - $32.9K
|
334K
$14.9M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
757+ 2.94% |
$29.1K - $32.7K
|
26.5K
$1.18M
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
750+ 1.55% |
$28.8K - $32.4K
|
49.1K
$2.19M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
748+ 8.0% |
$28.8K - $32.3K
|
10.1K
$451K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
722+ 0.65% |
$27.8K - $31.2K
|
111K
$4.97M
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
698+ 0.75% |
$26.8K - $30.1K
|
94.1K
$4.2M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
681+ 7.75% |
$26.2K - $29.4K
|
9.47K
$423K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
681+ 0.44% |
$26.2K - $29.4K
|
154K
$6.88M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
669+ 4.5% |
$25.7K - $28.9K
|
15.5K
$693K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
664+ 88.53% |
$25.5K - $28.7K
|
1.41K
$63.1K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
663+ 10.77% |
$25.5K - $28.6K
|
6.82K
$305K
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
645+ 2.45% |
$24.8K - $27.9K
|
27K
$1.21M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
632+ 2.52% |
$24.3K - $27.3K
|
25.7K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
631+ 373.37% |
$24.3K - $27.2K
|
800
$35.7K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
628+ 10.93% |
$24.1K - $27.1K
|
6.37K
$285K
|