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 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.47K- 3.85% |
$256K - $273K
|
61.7K
$8.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.48K- 3.8% |
$256K - $274K
|
62.8K
$8.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.56K- 53.23% |
$265K - $283K
|
2.25K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.57K- 7.25% |
$265K - $283K
|
32.8K
$4.42M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.62K- 9.02% |
$271K - $289K
|
26.4K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.73K- 41.46% |
$282K - $301K
|
3.85K
$518K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.74K- 1.97% |
$283K - $302K
|
136K
$18.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 2.84% |
$285K - $305K
|
94.4K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.77K- 22.64% |
$287K - $306K
|
9.48K
$1.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 7.92% |
$288K - $307K
|
32.4K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.78K- 1.62% |
$288K - $307K
|
170K
$22.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.8K- 8.45% |
$290K - $309K
|
30.4K
$4.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.82K- 12.64% |
$291K - $311K
|
19.5K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.93K- 23.49% |
$303K - $323K
|
9.55K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.96K- 19.36% |
$305K - $326K
|
12.3K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2.96K- 6.72% |
$306K - $326K
|
41.1K
$5.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3K- 19.87% |
$309K - $330K
|
12.1K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3K- 12.81% |
$310K - $331K
|
20.4K
$2.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3K- 92.36% |
$310K - $331K
|
248
$33.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.07K- 33.81% |
$317K - $338K
|
6K
$807K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.08K- 47.13% |
$319K - $340K
|
3.46K
$465K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 4.9% |
$324K - $346K
|
60.9K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-3.19K- 9.35% |
$330K - $352K
|
31K
$4.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3.2K- 1.29% |
$331K - $353K
|
246K
$33M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.22K- 2.14% |
$332K - $355K
|
147K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.28K- 9.48% |
$339K - $362K
|
31.3K
$4.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-3.32K- 1.89% |
$343K - $366K
|
172K
$23.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.33K- 48.63% |
$344K - $367K
|
3.52K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.36K- 17.0% |
$347K - $371K
|
16.4K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.4K- 23.76% |
$351K - $375K
|
10.9K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.45K- 7.03% |
$357K - $381K
|
45.7K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.47K- 56.48% |
$358K - $382K
|
2.67K
$359K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 8.13% |
$361K - $386K
|
39.5K
$5.31M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.51K- 20.1% |
$363K - $388K
|
14K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.55K- 15.68% |
$367K - $392K
|
19.1K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.57K- 2.66% |
$369K - $394K
|
131K
$17.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 3.14% |
$372K - $397K
|
111K
$14.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.61K- 30.25% |
$373K - $399K
|
8.33K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.63K- 10.68% |
$375K - $401K
|
30.4K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.66K- 56.51% |
$379K - $404K
|
2.82K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.68K- 24.49% |
$380K - $406K
|
11.3K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.72K- 3.19% |
$384K - $410K
|
113K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.76K- 0.44% |
$389K - $415K
|
856K
$115M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.77K- 15.25% |
$390K - $416K
|
20.9K
$2.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3.8K- 10.92% |
$393K - $419K
|
31K
$4.17M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-3.83K- 11.64% |
$396K - $422K
|
29.1K
$3.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-3.97K- 15.32% |
$410K - $438K
|
21.9K
$2.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.97K- 15.81% |
$411K - $438K
|
21.2K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.98K- 1.61% |
$411K - $439K
|
243K
$32.6M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.03K- 19.77% |
$416K - $445K
|
16.4K
$2.2M
|