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 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
156+ 1.14% |
$16.1K - $17.2K
|
13.8K
$1.86M
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
155New |
$16K - $17.1K
|
155
$20.8K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
152+ 0.25% |
$15.7K - $16.8K
|
60.9K
$8.18M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
150+ 1.64% |
$15.5K - $16.6K
|
9.31K
$1.25M
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
150+ 5.45% |
$15.5K - $16.6K
|
2.9K
$390K
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
146+ 2.94% |
$15.1K - $16.1K
|
5.11K
$686K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
144+ 0.34% |
$14.9K - $15.9K
|
42.8K
$5.75M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
143+ 1.45% |
$14.8K - $15.8K
|
10K
$1.34M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
143+ 0.07% |
$14.8K - $15.8K
|
216K
$29.1M
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.76% |
$14.8K - $15.8K
|
8.26K
$1.11M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
142+ 0.75% |
$14.7K - $15.7K
|
19.1K
$2.57M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
140+ 2.69% |
$14.5K - $15.4K
|
5.34K
$718K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
137+ 0.66% |
$14.2K - $15.1K
|
20.8K
$2.8M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
136+ 1.92% |
$14.1K - $15K
|
7.22K
$971K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
136+ 0.78% |
$14.1K - $15K
|
17.5K
$2.35M
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
135+ 4.55% |
$13.9K - $14.9K
|
3.1K
$417K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
134+ 1.39% |
$13.8K - $14.8K
|
9.75K
$1.31M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
131+ 0.69% |
$13.5K - $14.5K
|
19.2K
$2.57M
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
125+ 0.49% |
$12.9K - $13.8K
|
25.8K
$3.47M
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
118+ 3.2% |
$12.2K - $13K
|
3.8K
$511K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
116+ 6.14% |
$12K - $12.8K
|
2K
$269K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
116+ 3.2% |
$12K - $12.8K
|
3.75K
$504K
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
115+ 0.69% |
$11.9K - $12.7K
|
16.8K
$2.26M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
114+ 0.91% |
$11.8K - $12.6K
|
12.6K
$1.7M
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
113+ 2.85% |
$11.7K - $12.5K
|
4.07K
$547K
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
111+ 0.22% |
$11.5K - $12.2K
|
50.7K
$6.81M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
108+ 1.89% |
$11.2K - $11.9K
|
5.81K
$782K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
107+ 4.55% |
$11.1K - $11.8K
|
2.46K
$331K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105+ 3.08% |
$10.8K - $11.6K
|
3.51K
$472K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
101+ 5.27% |
$10.4K - $11.1K
|
2.02K
$271K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 3.43% |
$10.3K - $11K
|
3.02K
$406K
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
98+ 0.97% |
$10.1K - $10.8K
|
10.2K
$1.37M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
97+ 0.44% |
$10K - $10.7K
|
22.3K
$2.99M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
96+ 3.2% |
$9.92K - $10.6K
|
3.09K
$416K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
95+ 4.3% |
$9.82K - $10.5K
|
2.3K
$310K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94+ 12.04% |
$9.71K - $10.4K
|
875
$118K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94New |
$9.71K - $10.4K
|
94
$12.6K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
92+ 0.25% |
$9.51K - $10.2K
|
37K
$4.97M
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
91+ 0.57% |
$9.4K - $10K
|
16K
$2.15M
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
90+ 4.39% |
$9.3K - $9.93K
|
2.14K
$287K
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
89+ 1.32% |
$9.2K - $9.82K
|
6.85K
$921K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
88+ 0.5% |
$9.09K - $9.71K
|
17.7K
$2.38M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
81+ 1.06% |
$8.37K - $8.94K
|
7.74K
$1.04M
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
80+ 2.09% |
$8.27K - $8.83K
|
3.91K
$525K
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
78+ 0.43% |
$8.06K - $8.61K
|
18.2K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 0.25% |
$8.06K - $8.61K
|
30.7K
$4.13M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
77+ 0.72% |
$7.96K - $8.5K
|
10.8K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
76+ 4.0% |
$7.85K - $8.39K
|
1.98K
$266K
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
75+ 2.65% |
$7.75K - $8.28K
|
2.9K
$390K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
72+ 1.1% |
$7.44K - $7.94K
|
6.63K
$892K
|