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 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
68+ 0.42% |
$7.03K - $7.5K
|
16.1K
$2.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
68+ 15.85% |
$7.03K - $7.5K
|
497
$66.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
68+ 0.61% |
$7.03K - $7.5K
|
11.2K
$1.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
68+ 0.82% |
$7.03K - $7.5K
|
8.36K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
67+ 2.21% |
$6.92K - $7.39K
|
3.1K
$414K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 0.93% |
$6.72K - $7.17K
|
7.04K
$941K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
61+ 0.15% |
$6.3K - $6.73K
|
40.6K
$5.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
61+ 1.99% |
$6.3K - $6.73K
|
3.12K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60+ 0.49% |
$6.2K - $6.62K
|
12.2K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
59+ 0.74% |
$6.1K - $6.51K
|
8.01K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 2.13% |
$5.89K - $6.29K
|
2.73K
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
56+ 0.45% |
$5.79K - $6.18K
|
12.6K
$1.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
56New |
$5.79K - $6.18K
|
56
$7.48K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
56+ 7.83% |
$5.79K - $6.18K
|
771
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
55+ 2.26% |
$5.68K - $6.07K
|
2.49K
$333K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
55+ 0.75% |
$5.68K - $6.07K
|
7.35K
$983K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
54+ 0.73% |
$5.58K - $5.96K
|
7.42K
$991K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
54+ 0.75% |
$5.58K - $5.96K
|
7.28K
$972K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
54+ 0.76% |
$5.58K - $5.96K
|
7.16K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
53+ 3.43% |
$5.48K - $5.85K
|
1.6K
$213K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
50+ 0.7% |
$5.17K - $5.52K
|
7.23K
$966K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49+ 1.43% |
$5.06K - $5.41K
|
3.47K
$463K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
48+ 0.99% |
$4.96K - $5.3K
|
4.9K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
46+ 1.03% |
$4.75K - $5.08K
|
4.5K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
44+ 0.5% |
$4.55K - $4.85K
|
8.82K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
43+ 2.25% |
$4.44K - $4.74K
|
1.96K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
41+ 0.23% |
$4.24K - $4.52K
|
17.7K
$2.36M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41New |
$4.24K - $4.52K
|
41
$5.48K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
36+ 2.26% |
$3.72K - $3.97K
|
1.63K
$217K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35+ 0.6% |
$3.62K - $3.86K
|
5.89K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 0.47% |
$3.62K - $3.86K
|
7.42K
$991K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
32+ 0.02% |
$3.31K - $3.53K
|
134K
$18M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
32+ 0.72% |
$3.31K - $3.53K
|
4.51K
$602K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
30+ 3000.0% |
$3.1K - $3.31K
|
31
$4.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.23% |
$3.1K - $3.31K
|
13.3K
$1.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
29+ 0.17% |
$3K - $3.2K
|
17.6K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29+ 0.54% |
$3K - $3.2K
|
5.38K
$719K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
28+ 0.42% |
$2.89K - $3.09K
|
6.77K
$904K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28+ 0.59% |
$2.89K - $3.09K
|
4.81K
$643K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.18% |
$2.79K - $2.98K
|
15.2K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
26+ 0.38% |
$2.69K - $2.87K
|
6.89K
$920K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
26+ 0.33% |
$2.69K - $2.87K
|
7.96K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$2.58K - $2.76K
|
25
$3.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 1.29% |
$2.58K - $2.76K
|
1.97K
$263K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
24+ 0.75% |
$2.48K - $2.65K
|
3.24K
$433K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$2.48K - $2.65K
|
12.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.54% |
$2.48K - $2.65K
|
4.43K
$592K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
23+ 0.03% |
$2.38K - $2.54K
|
73.7K
$9.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
23+ 0.23% |
$2.38K - $2.54K
|
9.95K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
22+ 0.57% |
$2.27K - $2.43K
|
3.86K
$516K
|