Purchases and Sales Made in Q3 2023 in Vanguard Ftse Emerging Mkts Et (VWO)
This table provides information about the institutional ownership of Vanguard Ftse Emerging Mkts Et (VWO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.01K- 6.81% |
$78.4K - $86.5K
|
27.5K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.02K- 14.31% |
$78.7K - $86.8K
|
12.1K
$531K
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.04K- 2.73% |
$79.8K - $88K
|
72.9K
$3.21M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.05K- 3.96% |
$79.9K - $88.1K
|
49.7K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.05K- 26.8% |
$79.9K - $88.2K
|
5.59K
$246K
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.06K- 11.83% |
$80.6K - $88.9K
|
15.4K
$677K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.1K- 21.58% |
$81.8K - $90.2K
|
7.62K
$335K
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.11K- 10.17% |
$82.2K - $90.7K
|
18.6K
$819K
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.11K- 5.96% |
$82.2K - $90.7K
|
33.3K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.15K- 4.46% |
$83.8K - $92.5K
|
46K
$2.03M
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-2.16K- 4.35% |
$84.4K - $93.1K
|
47.6K
$2.09M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.17K- 1.65% |
$84.6K - $93.4K
|
129K
$5.68M
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.19K- 6.78% |
$85.6K - $94.5K
|
30.1K
$1.33M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.21K- 12.3% |
$86.1K - $95K
|
15.7K
$693K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.28K- 5.74% |
$88.9K - $98.1K
|
37.4K
$1.65M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.28K- 3.29% |
$88.9K - $98.1K
|
67.1K
$2.95M
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.29K- 14.18% |
$89.6K - $98.8K
|
13.9K
$611K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-2.3K- 1.32% |
$89.9K - $99.2K
|
172K
$7.55M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.32K- 1.37% |
$90.7K - $100K
|
168K
$7.39M
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.34K- 10.81% |
$91.4K - $101K
|
19.3K
$850K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.39K- 17.01% |
$93.2K - $103K
|
11.6K
$513K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.4K- 17.62% |
$93.5K - $103K
|
11.2K
$493K
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.4K- 23.86% |
$93.7K - $103K
|
7.66K
$337K
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.41K- 2.01% |
$94K - $104K
|
117K
$5.17M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2.43K- 31.32% |
$94.9K - $105K
|
5.33K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-2.44K- 2.32% |
$95.2K - $105K
|
103K
$4.53M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.46K- 0.72% |
$95.9K - $106K
|
337K
$14.8M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.49K- 1.83% |
$97.3K - $107K
|
134K
$5.9M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.62K- 28.95% |
$102K - $113K
|
6.43K
$283K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-2.63K- 1.86% |
$103K - $113K
|
139K
$6.1M
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-2.72K- 5.87% |
$106K - $117K
|
43.6K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.72K- 9.45% |
$106K - $117K
|
26K
$1.15M
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-2.72K- 3.47% |
$106K - $117K
|
75.8K
$3.34M
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.73K- 24.13% |
$107K - $118K
|
8.59K
$378K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.74K- 1.96% |
$107K - $118K
|
136K
$6.01M
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.75K- 4.72% |
$108K - $119K
|
55.6K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.85K- 9.27% |
$111K - $123K
|
27.9K
$1.23M
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.95K- 1.88% |
$115K - $127K
|
154K
$6.76M
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 6.83% |
$116K - $128K
|
40.4K
$1.78M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.99K- 7.73% |
$117K - $129K
|
35.6K
$1.57M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-3K- 14.81% |
$117K - $129K
|
17.3K
$760K
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-3K- 3.07% |
$117K - $129K
|
94.7K
$4.17M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3K- 1.46% |
$117K - $129K
|
203K
$8.93M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-3.02K- 15.29% |
$118K - $130K
|
16.7K
$736K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.06K- 2.76% |
$119K - $132K
|
108K
$4.74M
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-3.09K- 2.61% |
$120K - $133K
|
115K
$5.08M
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 3.63% |
$121K - $133K
|
82.1K
$3.62M
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.11K- 19.1% |
$121K - $134K
|
13.2K
$580K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-3.15K- 4.95% |
$123K - $136K
|
60.5K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.18K- 15.5% |
$124K - $137K
|
17.3K
$763K
|