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 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-85- 1.16% |
$8.78K - $9.38K
|
7.22K
$964K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-87- 0.08% |
$8.99K - $9.6K
|
109K
$14.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-88- 3.64% |
$9.09K - $9.71K
|
2.33K
$312K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-90- 2.06% |
$9.3K - $9.93K
|
4.28K
$571K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-90- 1.66% |
$9.3K - $9.93K
|
5.34K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-90- 0.94% |
$9.3K - $9.93K
|
9.46K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-94- 4.86% |
$9.71K - $10.4K
|
1.84K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-95- 1.26% |
$9.82K - $10.5K
|
7.42K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-95- 1.45% |
$9.82K - $10.5K
|
6.45K
$862K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-99- 4.03% |
$10.2K - $10.9K
|
2.36K
$315K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-100- 3.1% |
$10.3K - $11K
|
3.13K
$418K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 4.24% |
$10.3K - $11K
|
2.26K
$302K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-100- 0.47% |
$10.3K - $11K
|
21.1K
$2.82M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-100- 2.6% |
$10.3K - $11K
|
3.75K
$501K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 4.13% |
$10.3K - $11K
|
2.32K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-100- 5.15% |
$10.3K - $11K
|
1.84K
$246K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 2.42% |
$10.3K - $11K
|
4.04K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-101- 3.18% |
$10.4K - $11.1K
|
3.07K
$411K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-104- 3.32% |
$10.7K - $11.5K
|
3.03K
$405K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-106- 1.72% |
$11K - $11.7K
|
6.07K
$811K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-107- 0.24% |
$11.1K - $11.8K
|
44.1K
$5.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-108- 0.51% |
$11.2K - $11.9K
|
21K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-109- 1.6% |
$11.3K - $12K
|
6.72K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-110- 0.79% |
$11.4K - $12.1K
|
13.8K
$1.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-112- 0.17% |
$11.6K - $12.4K
|
64.1K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-114- 2.56% |
$11.8K - $12.6K
|
4.35K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-116- 1.75% |
$12K - $12.8K
|
6.53K
$872K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-119- 12.84% |
$12.3K - $13.1K
|
808
$108K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-120- 1.77% |
$12.4K - $13.2K
|
6.66K
$890K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-126- 0.52% |
$13K - $13.9K
|
24.3K
$3.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-130- 1.58% |
$13.4K - $14.3K
|
8.09K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-131- 1.32% |
$13.5K - $14.5K
|
9.77K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-132- 16.79% |
$13.6K - $14.6K
|
654
$87.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-132- 0.38% |
$13.6K - $14.6K
|
34.2K
$4.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-136- 0.66% |
$14.1K - $15K
|
20.6K
$2.75M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-140- 2.6% |
$14.5K - $15.4K
|
5.24K
$700K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-144- 3.31% |
$14.9K - $15.9K
|
4.2K
$561K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-144- 0.31% |
$14.9K - $15.9K
|
46K
$6.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-148- 0.86% |
$15.3K - $16.3K
|
17.1K
$2.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-148- 4.62% |
$15.3K - $16.3K
|
3.06K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-159- 7.31% |
$16.4K - $17.5K
|
2.02K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-160- 6.25% |
$16.5K - $17.7K
|
2.4K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-161- 5.65% |
$16.6K - $17.8K
|
2.69K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 9.67% |
$16.8K - $18K
|
1.52K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-165- 0.47% |
$17K - $18.2K
|
34.8K
$4.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-166- 0.66% |
$17.2K - $18.3K
|
25.2K
$3.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-175- 0.77% |
$18.1K - $19.3K
|
22.5K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-175- 5.9% |
$18.1K - $19.3K
|
2.79K
$373K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-176- 3.03% |
$18.2K - $19.4K
|
5.63K
$752K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-176- 2.82% |
$18.2K - $19.4K
|
6.07K
$810K
|