Purchases and Sales Made in Q3 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS (VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
8.3M+ 81.48% |
$857M - $916M
|
18.5M
$2.47B
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.42M+ 1737.69% |
$147M - $157M
|
1.5M
$201M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
656K+ 30.16% |
$67.8M - $72.4M
|
2.83M
$378M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
525K+ 10231.99% |
$54.2M - $57.9M
|
530K
$70.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370K+ 3259.53% |
$38.2M - $40.8M
|
381K
$50.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
298K+ 6.14% |
$30.8M - $32.9M
|
5.15M
$688M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
268K+ 57.26% |
$27.7M - $29.5M
|
735K
$98.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
250KNew |
$25.8M - $27.6M
|
250K
$33.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
232KNew |
$23.9M - $25.6M
|
232K
$31M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
199KNew |
$20.5M - $21.9M
|
199K
$26.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
178KNew |
$18.4M - $19.6M
|
178K
$23.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
146K+ 4.7% |
$15.1M - $16.1M
|
3.25M
$434M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
141K+ 9.23% |
$14.6M - $15.6M
|
1.67M
$223M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
140KNew |
$14.5M - $15.4M
|
140K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
138K+ 70.87% |
$14.3M - $15.2M
|
333K
$44.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131K+ 16.65% |
$13.5M - $14.4M
|
916K
$122M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
102KNew |
$10.6M - $11.3M
|
102K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
102K+ 95.92% |
$10.5M - $11.3M
|
208K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
89.8K+ 189.36% |
$9.28M - $9.91M
|
137K
$18.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
87.7KNew |
$9.06M - $9.68M
|
87.7K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.4K+ 2.19% |
$8.72M - $9.32M
|
3.94M
$527M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
82.7KNew |
$8.54M - $9.12M
|
82.7K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.3K+ 3.76% |
$8.5M - $9.08M
|
2.27M
$303M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
82KNew |
$8.47M - $9.04M
|
82K
$11M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
72.9K+ 4.7% |
$7.54M - $8.05M
|
1.63M
$217M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
71.3KNew |
$7.37M - $7.87M
|
71.3K
$9.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.5K+ 8.1% |
$7.29M - $7.78M
|
941K
$126M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
63K+ 74.79% |
$6.51M - $6.95M
|
147K
$19.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
59.6KNew |
$6.15M - $6.57M
|
59.6K
$7.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
58.4K+ 2019.81% |
$6.04M - $6.45M
|
61.3K
$8.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
56.5KNew |
$5.84M - $6.23M
|
56.5K
$7.55M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.6K+ 1915.73% |
$5.64M - $6.02M
|
57.4K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.1K+ 4.93% |
$5.59M - $5.97M
|
1.15M
$154M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
47.5K+ 7.34% |
$4.9M - $5.24M
|
694K
$92.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45.6K+ 25.89% |
$4.71M - $5.04M
|
222K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.2K+ 1.62% |
$4.67M - $4.98M
|
2.83M
$378M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.5K+ 2.64% |
$4.59M - $4.9M
|
1.73M
$231M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 13.08% |
$4.58M - $4.89M
|
383K
$51.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
33.1K+ 77.3% |
$3.42M - $3.65M
|
75.9K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
33KNew |
$3.41M - $3.64M
|
33K
$4.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
32.6KNew |
$3.36M - $3.59M
|
32.6K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
30.8K+ 19.23% |
$3.18M - $3.4M
|
191K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.1K+ 4.64% |
$3.11M - $3.32M
|
678K
$90.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
29.8KNew |
$3.08M - $3.29M
|
29.8K
$3.98M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
25.9K+ 60.73% |
$2.68M - $2.86M
|
68.5K
$9.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
25.8K+ 524.06% |
$2.66M - $2.84M
|
30.7K
$4.1M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
25.1K+ 7.09% |
$2.59M - $2.77M
|
379K
$50.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
24.9K+ 1284.36% |
$2.57M - $2.75M
|
26.8K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 4.91% |
$2.53M - $2.71M
|
524K
$70M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24K+ 444.06% |
$2.48M - $2.65M
|
29.4K
$3.93M
|