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 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-185- 1.17% |
$19.1K - $20.4K
|
15.7K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-185- 4.53% |
$19.1K - $20.4K
|
3.9K
$525K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-187- 5.82% |
$19.3K - $20.6K
|
3.02K
$407K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-195- 6.96% |
$20.1K - $21.5K
|
2.61K
$351K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-196- 9.52% |
$20.3K - $21.6K
|
1.86K
$250K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 7.21% |
$20.7K - $22.1K
|
2.57K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-200- 1.95% |
$20.7K - $22.1K
|
10.1K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-200- 6.87% |
$20.7K - $22.1K
|
2.71K
$365K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 5.98% |
$20.7K - $22.1K
|
3.15K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-202- 0.79% |
$20.9K - $22.3K
|
25.2K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-202- 5.64% |
$20.9K - $22.3K
|
3.38K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-204- 0.14% |
$21.1K - $22.5K
|
146K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-215- 0.11% |
$22.2K - $23.7K
|
201K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-217- 2.86% |
$22.4K - $23.9K
|
7.37K
$991K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-218- 7.06% |
$22.5K - $24.1K
|
2.87K
$386K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-218- 0.1% |
$22.5K - $24.1K
|
228K
$30.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-221- 5.48% |
$22.8K - $24.4K
|
3.81K
$512K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-228- 4.98% |
$23.6K - $25.2K
|
4.35K
$585K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-229- 6.22% |
$23.7K - $25.3K
|
3.46K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-229- 3.0% |
$23.7K - $25.3K
|
7.41K
$997K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-231- 3.35% |
$23.9K - $25.5K
|
6.66K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-233- 9.73% |
$24.1K - $25.7K
|
2.16K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-235- 28.83% |
$24.3K - $25.9K
|
580
$78K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-240- 6.17% |
$24.8K - $26.5K
|
3.65K
$491K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-247- 3.33% |
$25.5K - $27.3K
|
7.17K
$964K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-247- 96.86% |
$25.5K - $27.3K
|
8
$1.08K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-249- 1.91% |
$25.7K - $27.5K
|
12.8K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.88% |
$25.8K - $27.6K
|
4K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-250- 10.71% |
$25.8K - $27.6K
|
2.09K
$280K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-253- 0.13% |
$26.1K - $27.9K
|
201K
$27M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-262- 1.39% |
$27.1K - $28.9K
|
18.6K
$2.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-263- 8.26% |
$27.2K - $29K
|
2.92K
$393K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-264- 1.22% |
$27.3K - $29.1K
|
21.3K
$2.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-281- 7.77% |
$29K - $31K
|
3.33K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-286- 7.29% |
$29.5K - $31.6K
|
3.64K
$489K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-292- 5.52% |
$30.2K - $32.2K
|
5K
$672K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-293- 2.1% |
$30.3K - $32.3K
|
13.7K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-298- 6.09% |
$30.8K - $32.9K
|
4.6K
$618K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-300- 4.11% |
$31K - $33.1K
|
7K
$941K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-300- 4.6% |
$31K - $33.1K
|
6.22K
$836K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-305- 1.58% |
$31.5K - $33.7K
|
19K
$2.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-313- 5.9% |
$32.3K - $34.5K
|
5K
$672K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-317- 0.3% |
$32.8K - $35K
|
106K
$14.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-325- 6.1% |
$33.6K - $35.9K
|
5K
$672K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-327- 0.09% |
$33.8K - $36.1K
|
372K
$50M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-329- 15.53% |
$34K - $36.3K
|
1.79K
$241K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-329- 16.0% |
$34K - $36.3K
|
1.73K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-330- 8.32% |
$34.1K - $36.4K
|
3.64K
$489K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-334- 9.03% |
$34.5K - $36.9K
|
3.36K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-340- 10.86% |
$35.1K - $37.5K
|
2.79K
$375K
|