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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.3K- 30.33% |
$207K - $228K
|
12.2K
$545K
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.31K- 13.47% |
$207K - $229K
|
34.1K
$1.53M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.31K- 0.51% |
$207K - $229K
|
1.03M
$46.2M
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.38K- 4.48% |
$210K - $232K
|
115K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.38K- 44.82% |
$210K - $232K
|
6.62K
$296K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.47K- 44.64% |
$214K - $236K
|
6.79K
$304K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.61K- 0.92% |
$219K - $242K
|
604K
$27.1M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.61K- 6.14% |
$219K - $242K
|
85.7K
$3.84M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.61K- 6.14% |
$219K - $242K
|
85.7K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.62K- 2.16% |
$219K - $242K
|
254K
$11.4M
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5.66K- 15.68% |
$221K - $244K
|
30.4K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 0.37% |
$222K - $245K
|
1.54M
$68.9M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-5.69K- 20.42% |
$222K - $245K
|
22.2K
$993K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.72K- 26.35% |
$223K - $246K
|
16K
$716K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-5.73K- 14.59% |
$224K - $247K
|
33.5K
$1.5M
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-5.76K- 5.3% |
$225K - $248K
|
103K
$4.61M
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-5.79K- 36.46% |
$226K - $249K
|
10.1K
$452K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.95K- 19.33% |
$232K - $256K
|
24.8K
$1.11M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-5.96K- 4.71% |
$233K - $257K
|
121K
$5.4M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-6.01K- 12.53% |
$235K - $259K
|
42K
$1.88M
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6.16K- 13.52% |
$240K - $265K
|
39.4K
$1.76M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.26K- 8.1% |
$244K - $269K
|
70.9K
$3.18M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.33K- 1.36% |
$247K - $273K
|
459K
$20.6M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6.37K- 1.63% |
$248K - $274K
|
384K
$17.2M
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6.37K- 42.95% |
$249K - $274K
|
8.46K
$379K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.38K- 5.56% |
$249K - $275K
|
108K
$4.85M
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.4K- 21.75% |
$250K - $276K
|
23K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.44K- 41.62% |
$252K - $278K
|
9.04K
$405K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.46K- 13.67% |
$252K - $278K
|
40.8K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.51K- 1.0% |
$254K - $280K
|
643K
$28.8M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-6.52K- 29.54% |
$254K - $281K
|
15.5K
$696K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.74K- 9.59% |
$263K - $290K
|
63.5K
$2.84M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.75K- 5.57% |
$263K - $291K
|
114K
$5.12M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-6.77K- 2.94% |
$264K - $292K
|
224K
$10M
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.8K- 98.55% |
$265K - $293K
|
100
$4.48K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.83K- 4.54% |
$267K - $294K
|
144K
$6.43M
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.92K- 31.76% |
$270K - $298K
|
14.9K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7.01K- 24.06% |
$274K - $302K
|
22.1K
$990K
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-7.01K- 42.22% |
$274K - $302K
|
9.6K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.08K- 1.68% |
$277K - $305K
|
415K
$18.6M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.12K- 9.19% |
$278K - $307K
|
70.3K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-7.15K- 4.46% |
$279K - $308K
|
153K
$6.85M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.17K- 14.0% |
$280K - $309K
|
44.1K
$1.97M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.26K- 12.46% |
$283K - $313K
|
51K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.29K- 2.96% |
$285K - $314K
|
239K
$10.7M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-7.4K- 9.68% |
$289K - $319K
|
69.1K
$3.09M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.58K- 2.87% |
$296K - $326K
|
257K
$11.5M
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.59K- 35.06% |
$296K - $327K
|
14.1K
$629K
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-7.64K- 23.34% |
$298K - $329K
|
25.1K
$1.12M
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.67K- 15.9% |
$300K - $330K
|
40.6K
$1.82M
|