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 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-30- 0.49% |
$3.1K - $3.31K
|
6.04K
$807K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-30- 0.06% |
$3.1K - $3.31K
|
47.2K
$6.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-31- 0.68% |
$3.2K - $3.42K
|
4.53K
$606K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-31- 0.04% |
$3.2K - $3.42K
|
81.3K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-33- 1.03% |
$3.41K - $3.64K
|
3.16K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- -0.0% |
$3.41K - $3.64K
|
1.84M
$246M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-34- 1.01% |
$3.51K - $3.75K
|
3.34K
$446K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-34- 0.78% |
$3.51K - $3.75K
|
4.31K
$576K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-36- 0.62% |
$3.72K - $3.97K
|
5.78K
$772K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 16.52% |
$3.82K - $4.08K
|
187
$25K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-37- 12.33% |
$3.82K - $4.08K
|
263
$35.1K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.9% |
$3.82K - $4.08K
|
4.07K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 0.62% |
$4.13K - $4.41K
|
6.38K
$852K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41- 0.61% |
$4.24K - $4.52K
|
6.71K
$897K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-43- 1.33% |
$4.44K - $4.74K
|
3.19K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-44- 0.36% |
$4.55K - $4.85K
|
12.2K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-48- 13.64% |
$4.96K - $5.3K
|
304
$40.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-49- 1.44% |
$5.06K - $5.41K
|
3.36K
$449K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-49- 1.22% |
$5.06K - $5.41K
|
3.96K
$530K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 1.21% |
$5.17K - $5.52K
|
4.09K
$547K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-50- 1.55% |
$5.17K - $5.52K
|
3.17K
$424K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.36% |
$5.17K - $5.52K
|
14K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-52- 0.97% |
$5.37K - $5.74K
|
5.32K
$711K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-52- 1.56% |
$5.37K - $5.74K
|
3.27K
$437K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-53- 0.71% |
$5.48K - $5.85K
|
7.42K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-53- 1.87% |
$5.48K - $5.85K
|
2.79K
$373K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-56- 39.44% |
$5.79K - $6.18K
|
86
$11.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-57- 2.02% |
$5.89K - $6.29K
|
2.76K
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-60- 1.0% |
$6.2K - $6.62K
|
5.92K
$791K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-63- 1.02% |
$6.51K - $6.95K
|
6.09K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-64- 0.97% |
$6.61K - $7.06K
|
6.53K
$873K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-65- 1.15% |
$6.72K - $7.17K
|
5.58K
$745K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-66- 2.55% |
$6.82K - $7.28K
|
2.53K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-67- 11.02% |
$6.92K - $7.39K
|
541
$72.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-69- 1.76% |
$7.13K - $7.61K
|
3.86K
$515K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 2.89% |
$7.34K - $7.83K
|
2.39K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-71- 12.89% |
$7.34K - $7.83K
|
480
$64.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-72- 0.71% |
$7.44K - $7.94K
|
10.1K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-73- 1.71% |
$7.54K - $8.05K
|
4.2K
$561K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-73- 1.53% |
$7.54K - $8.05K
|
4.71K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-74- 1.12% |
$7.65K - $8.17K
|
6.56K
$876K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-75- 2.86% |
$7.75K - $8.28K
|
2.55K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-75- 0.37% |
$7.75K - $8.28K
|
20.5K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-75- 1.98% |
$7.75K - $8.28K
|
3.71K
$496K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-76- 13.26% |
$7.85K - $8.39K
|
497
$66.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-78- 1.97% |
$8.06K - $8.61K
|
3.88K
$518K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 6.85% |
$8.06K - $8.61K
|
1.06K
$142K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-83- 1.99% |
$8.58K - $9.16K
|
4.09K
$546K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-83- 3.28% |
$8.58K - $9.16K
|
2.44K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-84- 9.15% |
$8.68K - $9.27K
|
834
$111K
|