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 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-867- 1.44% |
$89.6K - $95.7K
|
59.4K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-875- 35.35% |
$90.4K - $96.5K
|
1.6K
$215K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-886- 2.38% |
$91.5K - $97.8K
|
36.4K
$4.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-890- 6.44% |
$92K - $98.2K
|
12.9K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-893- 7.36% |
$92.3K - $98.5K
|
11.2K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-903- 12.99% |
$93.3K - $99.6K
|
6.05K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-910- 80.32% |
$94K - $100K
|
223
$30K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-911- 4.8% |
$94.1K - $101K
|
18.1K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-922- 7.39% |
$95.3K - $102K
|
11.5K
$1.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-952- 82.14% |
$98.4K - $105K
|
207
$27.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-958- 20.77% |
$99K - $106K
|
3.66K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-988- 33.66% |
$102K - $109K
|
1.95K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-988- 5.84% |
$102K - $109K
|
15.9K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-993- 5.03% |
$103K - $110K
|
18.7K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1K- 7.93% |
$103K - $110K
|
11.6K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.01K- 7.98% |
$104K - $111K
|
11.6K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.01K- 1.9% |
$104K - $112K
|
52.2K
$7.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.03K- 0.47% |
$106K - $113K
|
216K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.03K- 6.53% |
$106K - $113K
|
14.7K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.04K- 3.46% |
$108K - $115K
|
29.1K
$3.91M
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.04K- 1.55% |
$108K - $115K
|
66.4K
$8.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.05K- 2.81% |
$108K - $115K
|
36.2K
$4.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 18.27% |
$108K - $116K
|
4.7K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.06K- 18.76% |
$109K - $117K
|
4.57K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.08K- 83.19% |
$111K - $119K
|
218
$29.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.09K- 9.68% |
$112K - $120K
|
10.2K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.11K- 15.26% |
$114K - $122K
|
6.15K
$826K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.12K- 9.5% |
$116K - $124K
|
10.7K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.12K- 9.5% |
$116K - $124K
|
10.7K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.12K- 1.19% |
$116K - $124K
|
93.3K
$12.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.13K- 7.29% |
$116K - $124K
|
14.3K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 0.62% |
$117K - $125K
|
181K
$24.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.16K- 12.78% |
$120K - $128K
|
7.93K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.17K- 2.07% |
$121K - $129K
|
55.2K
$7.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.19K- 29.76% |
$123K - $131K
|
2.8K
$377K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.19K- 3.36% |
$123K - $131K
|
34.3K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 24.02% |
$126K - $135K
|
3.86K
$519K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.22K- 20.29% |
$126K - $135K
|
4.79K
$644K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 25.11% |
$131K - $140K
|
3.78K
$509K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-1.27K- 4.51% |
$131K - $140K
|
26.9K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.27K- 6.22% |
$131K - $140K
|
19.1K
$2.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.28K- 7.06% |
$132K - $141K
|
16.8K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.28K- 3.71% |
$132K - $141K
|
33.1K
$4.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.33K- 27.25% |
$137K - $147K
|
3.55K
$477K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.33K- 7.11% |
$138K - $147K
|
17.4K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.33K- 8.26% |
$138K - $147K
|
14.8K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.34K- 15.9% |
$139K - $148K
|
7.1K
$955K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.35K- 8.08% |
$140K - $149K
|
15.4K
$2.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.36K- 0.85% |
$141K - $151K
|
159K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.38K- 3.5% |
$142K - $152K
|
38.1K
$5.12M
|