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 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-1.38K- 0.63% |
$143K - $152K
|
217K
$29.2M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.39K- 4.54% |
$144K - $153K
|
29.2K
$3.93M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.4K- 21.46% |
$144K - $154K
|
5.12K
$688K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.4K- 5.62% |
$145K - $155K
|
23.5K
$3.16M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.4K- 2.79% |
$145K - $155K
|
48.8K
$6.56M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.41K- 1.01% |
$146K - $156K
|
138K
$18.5M
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.42K- 6.24% |
$147K - $157K
|
21.4K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.44K- 1.65% |
$149K - $159K
|
85.6K
$11.5M
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.5K- 1.8% |
$155K - $165K
|
81.7K
$11M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 8.81% |
$155K - $166K
|
15.6K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.51K- 7.54% |
$155K - $166K
|
18.4K
$2.48M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.51K- 2.5% |
$156K - $166K
|
58.8K
$7.9M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.52K- 30.87% |
$157K - $168K
|
3.4K
$457K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.53K- 7.5% |
$158K - $169K
|
18.9K
$2.54M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.55K- 1.92% |
$160K - $171K
|
79.1K
$10.6M
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.18% |
$165K - $176K
|
133K
$17.9M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.6K- 3.23% |
$165K - $177K
|
48K
$6.45M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.61K- 13.37% |
$166K - $177K
|
10.4K
$1.4M
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.62K- 14.81% |
$167K - $179K
|
9.32K
$1.25M
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.63K- 21.34% |
$168K - $180K
|
6.01K
$808K
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.66K- 12.35% |
$171K - $183K
|
11.8K
$1.58M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.67K- 19.76% |
$173K - $185K
|
6.79K
$913K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.68K- 0.43% |
$174K - $185K
|
387K
$52M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.7K- 19.64% |
$176K - $188K
|
6.96K
$935K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.71K- 3.28% |
$177K - $189K
|
50.5K
$6.79M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.72K- 1.83% |
$178K - $190K
|
92.3K
$12.4M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-1.73K- 11.6% |
$179K - $191K
|
13.2K
$1.77M
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.76K- 1.07% |
$182K - $195K
|
163K
$21.9M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.77K- 13.33% |
$183K - $196K
|
11.5K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.78K- 3.08% |
$184K - $196K
|
55.9K
$7.52M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.79K- 10.74% |
$185K - $197K
|
14.9K
$2M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.79K- 11.97% |
$185K - $198K
|
13.2K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.81K- 1.58% |
$187K - $200K
|
113K
$15.1M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.81K- 12.01% |
$187K - $200K
|
13.3K
$1.79M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.89K- 3.95% |
$195K - $208K
|
45.9K
$6.17M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.89K- 0.78% |
$196K - $209K
|
241K
$32.4M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.92K- 77.81% |
$198K - $211K
|
546
$73.4K
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.93K- 40.82% |
$199K - $213K
|
2.8K
$376K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.99K- 12.26% |
$205K - $219K
|
14.2K
$1.91M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 12.36% |
$206K - $220K
|
14.1K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 2.87% |
$206K - $220K
|
67.5K
$9.08M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.01K- 46.91% |
$208K - $222K
|
2.27K
$306K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.03K- 20.37% |
$209K - $223K
|
7.92K
$1.06M
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-2.08K- 2.4% |
$215K - $230K
|
84.6K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.22K- 39.01% |
$230K - $245K
|
3.47K
$467K
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.23K- 5.86% |
$231K - $246K
|
35.8K
$4.82M
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.24K- 17.74% |
$231K - $247K
|
10.4K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.24K- 1.48% |
$231K - $247K
|
149K
$20M
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.31K- 10.36% |
$239K - $255K
|
20K
$2.69M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.33K- 1.78% |
$241K - $257K
|
128K
$17.2M
|