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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.16% |
$413 - $441
|
2.54K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4+ 0.04% |
$413 - $441
|
9.7K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.03% |
$310 - $331
|
8.59K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3+ 5.66% |
$310 - $331
|
56
$7.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$207 - $221
|
15.9K
$2.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.07% |
$207 - $221
|
3.03K
$405K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.06% |
$207 - $221
|
3.19K
$427K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$207 - $221
|
2.44K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
2+ 0.55% |
$207 - $221
|
364
$48.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.04% |
$207 - $221
|
5.7K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.03% |
$207 - $221
|
6.02K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2+ 0.08% |
$207 - $221
|
2.4K
$321K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.65% |
$207 - $221
|
312
$41.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$103 - $110
|
138K
$18.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$103 - $110
|
2.96K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1+ 0.01% |
$103 - $110
|
7.34K
$982K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.03% |
$103 - $110
|
2.89K
$386K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.56% |
$103 - $110
|
180
$24.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.13% |
$103 - $110
|
765
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$103 - $110
|
8.66K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.04% |
$103 - $110
|
2.71K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.0% |
$103 - $110
|
55K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$103 - $110
|
4.69K
$627K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.03% |
$413 - $441
|
11.6K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$413 - $441
|
6.55K
$876K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5- 0.01% |
$517 - $552
|
35.6K
$4.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7- 0.04% |
$723 - $772
|
16.7K
$2.23M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-7- 0.22% |
$723 - $772
|
3.22K
$430K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-9- 4.23% |
$930 - $993
|
204
$27.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9- 0.31% |
$930 - $993
|
2.93K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 0.3% |
$1.03K - $1.1K
|
3.35K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10- 0.23% |
$1.03K - $1.1K
|
4.42K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-10- 0.24% |
$1.03K - $1.1K
|
4.11K
$549K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-10- 0.93% |
$1.03K - $1.1K
|
1.07K
$143K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-11- 0.39% |
$1.14K - $1.21K
|
2.8K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11- 0.22% |
$1.14K - $1.21K
|
4.89K
$655K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-13- 0.62% |
$1.34K - $1.43K
|
2.1K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.09% |
$1.55K - $1.66K
|
17.5K
$2.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-15- 0.41% |
$1.55K - $1.66K
|
3.6K
$482K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-16- 0.04% |
$1.65K - $1.77K
|
44.2K
$5.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-16- 0.4% |
$1.65K - $1.77K
|
4.02K
$538K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-16- 0.42% |
$1.65K - $1.77K
|
3.77K
$505K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-17- 0.11% |
$1.76K - $1.88K
|
15.8K
$2.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-17- 0.29% |
$1.76K - $1.88K
|
5.86K
$784K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-17- 0.82% |
$1.76K - $1.88K
|
2.05K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.56% |
$1.86K - $1.99K
|
3.2K
$428K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-20- 0.12% |
$2.07K - $2.21K
|
17.3K
$2.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-22- 0.05% |
$2.27K - $2.43K
|
45.1K
$6.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-22- 0.02% |
$2.27K - $2.43K
|
124K
$16.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-23- 0.63% |
$2.38K - $2.54K
|
3.62K
$484K
|