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 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-578- 4.07% |
$59.7K - $63.8K
|
13.6K
$1.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-585- 14.32% |
$60.4K - $64.5K
|
3.5K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-587- 2.79% |
$60.6K - $64.8K
|
20.4K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-589- 1.79% |
$60.9K - $65K
|
32.4K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-594- 23.87% |
$61.4K - $65.5K
|
1.89K
$255K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-596- 5.13% |
$61.6K - $65.8K
|
11K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-604- 0.2% |
$62.4K - $66.6K
|
303K
$40.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-606- 21.55% |
$62.6K - $66.9K
|
2.21K
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-610- 3.7% |
$63K - $67.3K
|
15.9K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-617- 1.57% |
$63.7K - $68.1K
|
38.6K
$5.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-620- 0.2% |
$64.1K - $68.4K
|
302K
$40.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-627- 0.92% |
$64.8K - $69.2K
|
67.7K
$9.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-636- 24.66% |
$65.7K - $70.2K
|
1.94K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-638- 4.49% |
$65.9K - $70.4K
|
13.6K
$1.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-644- 12.34% |
$66.5K - $71.1K
|
4.57K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-644- 18.47% |
$66.5K - $71.1K
|
2.84K
$382K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-651- 1.37% |
$67.3K - $71.8K
|
46.7K
$6.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-652- 5.88% |
$67.4K - $71.9K
|
10.4K
$1.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-659- 9.31% |
$68.1K - $72.7K
|
6.42K
$863K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-667- 2.7% |
$68.9K - $73.6K
|
24K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-671- 10.34% |
$69.3K - $74K
|
5.82K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-675- 15.0% |
$69.7K - $74.5K
|
3.83K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-683- 0.74% |
$70.6K - $75.4K
|
91.5K
$12.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-694- 25.08% |
$71.7K - $76.6K
|
2.07K
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-713- 33.38% |
$73.7K - $78.7K
|
1.42K
$191K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-717- 5.83% |
$74.1K - $79.1K
|
11.6K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-725- 13.57% |
$74.9K - $80K
|
4.62K
$621K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-726- 1.31% |
$75K - $80.1K
|
54.8K
$7.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-734- 18.83% |
$75.8K - $81K
|
3.17K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-739- 11.76% |
$76.4K - $81.5K
|
5.55K
$746K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-751- 0.25% |
$77.6K - $82.9K
|
306K
$41.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-760- 7.08% |
$78.5K - $83.9K
|
9.97K
$1.34M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-763- 6.03% |
$78.8K - $84.2K
|
11.9K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-766- 2.85% |
$79.1K - $84.5K
|
26.1K
$3.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-775- 4.74% |
$80.1K - $85.5K
|
15.6K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-776- 3.91% |
$80.2K - $85.6K
|
19.1K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-787- 1.62% |
$81.3K - $86.8K
|
47.8K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-793- 10.47% |
$81.9K - $87.5K
|
6.78K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-808- 9.88% |
$83.5K - $89.2K
|
7.37K
$991K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-809- 0.31% |
$83.6K - $89.3K
|
261K
$35.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-813- 12.01% |
$84K - $89.7K
|
5.96K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-839- 29.21% |
$86.7K - $92.6K
|
2.03K
$273K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-840- 68.8% |
$86.8K - $92.7K
|
381
$51.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-840- 9.0% |
$86.8K - $92.7K
|
8.49K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-843- 1.08% |
$87.1K - $93K
|
76.9K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-852- 18.05% |
$88K - $94K
|
3.87K
$520K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-860- 9.32% |
$88.9K - $94.9K
|
8.37K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-861- 17.28% |
$89K - $95K
|
4.12K
$554K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-864- 17.08% |
$89.3K - $95.3K
|
4.19K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-867- 16.15% |
$89.6K - $95.7K
|
4.5K
$605K
|