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 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-340- 10.09% |
$35.1K - $37.5K
|
3.03K
$407K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-340- 10.86% |
$35.1K - $37.5K
|
2.79K
$375K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-342- 13.35% |
$35.3K - $37.7K
|
2.22K
$299K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-349- 10.75% |
$36.1K - $38.5K
|
2.9K
$390K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-350- 1.59% |
$36.2K - $38.6K
|
21.6K
$2.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-352- 6.08% |
$36.4K - $38.8K
|
5.44K
$731K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-355- 4.91% |
$36.7K - $39.2K
|
6.88K
$924K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-360- 2.87% |
$37.2K - $39.7K
|
12.2K
$1.64M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-368- 6.08% |
$38K - $40.6K
|
5.69K
$765K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-376- 3.12% |
$38.8K - $41.5K
|
11.7K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-376- 5.06% |
$38.8K - $41.5K
|
7.05K
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-379- 2.97% |
$39.2K - $41.8K
|
12.4K
$1.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-385- 11.82% |
$39.8K - $42.5K
|
2.87K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-385- 0.98% |
$39.8K - $42.5K
|
38.9K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-387- 7.83% |
$40K - $42.7K
|
4.56K
$613K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-395- 7.0% |
$40.8K - $43.6K
|
5.25K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-403- 3.17% |
$41.6K - $44.5K
|
12.3K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-405- 5.91% |
$41.8K - $44.7K
|
6.44K
$866K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-413- 4.05% |
$42.7K - $45.6K
|
9.78K
$1.32M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-419- 1.8% |
$43.3K - $46.2K
|
22.9K
$3.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-422- 1.74% |
$43.6K - $46.6K
|
23.9K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-430- 1.52% |
$44.4K - $47.4K
|
27.9K
$3.76M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-433- 8.38% |
$44.7K - $47.8K
|
4.74K
$637K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-436- 1.33% |
$45K - $48.1K
|
32.2K
$4.33M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-438- 3.61% |
$45.3K - $48.3K
|
11.7K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-438- 2.13% |
$45.3K - $48.3K
|
20.1K
$2.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-445- 1.53% |
$46K - $49.1K
|
28.7K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-463- 7.17% |
$47.8K - $51.1K
|
5.99K
$805K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-463- 14.27% |
$47.8K - $51.1K
|
2.78K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-468- 0.07% |
$48.4K - $51.6K
|
635K
$85.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-469- 8.97% |
$48.5K - $51.7K
|
4.76K
$640K
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-469- 7.36% |
$48.5K - $51.7K
|
5.9K
$793K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-473- 4.26% |
$48.9K - $52.2K
|
10.6K
$1.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-481- 0.89% |
$49.7K - $53.1K
|
53.3K
$7.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-481- 0.69% |
$49.7K - $53.1K
|
69.7K
$9.37M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-491- 0.42% |
$50.7K - $54.2K
|
116K
$15.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-496- 18.65% |
$51.2K - $54.7K
|
2.16K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-515- 9.84% |
$53.2K - $56.8K
|
4.72K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-524- 2.14% |
$54.1K - $57.8K
|
24K
$3.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-526- 4.72% |
$54.3K - $58K
|
10.6K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-531- 0.83% |
$54.9K - $58.6K
|
63.6K
$8.56M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-532- 3.25% |
$55K - $58.7K
|
15.9K
$2.13M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-546- 0.28% |
$56.4K - $60.2K
|
191K
$25.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-548- 1.03% |
$56.6K - $60.5K
|
52.6K
$7.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-552- 3.72% |
$57K - $60.9K
|
14.3K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-559- 4.35% |
$57.8K - $61.7K
|
12.3K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-562- 4.96% |
$58.1K - $62K
|
10.8K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-564- 1.97% |
$58.3K - $62.2K
|
28K
$3.76M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-571- 6.44% |
$59K - $63K
|
8.29K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-573- 6.44% |
$59.2K - $63.2K
|
8.32K
$1.12M
|