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
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.1K- 1.8% |
$2.07M - $2.21M
|
1.09M
$147M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-20.5K- 7.97% |
$2.12M - $2.26M
|
237K
$31.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-21.9K- 86.3% |
$2.26M - $2.41M
|
3.47K
$467K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22K- 10.42% |
$2.27M - $2.43M
|
189K
$25.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-22.2K- 10.28% |
$2.3M - $2.45M
|
194K
$26.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-22.5K- 25.91% |
$2.33M - $2.48M
|
64.4K
$8.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-22.5K- 8.29% |
$2.33M - $2.49M
|
249K
$33.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.5K- 3.83% |
$2.63M - $2.81M
|
640K
$86.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-25.8K- 60.58% |
$2.66M - $2.84M
|
16.8K
$2.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-26.7K- 31.98% |
$2.76M - $2.95M
|
56.8K
$7.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-26.8K- 27.2% |
$2.76M - $2.95M
|
71.6K
$9.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-28.8K- 82.4% |
$2.97M - $3.18M
|
6.15K
$826K
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-30.2K- 51.47% |
$3.13M - $3.34M
|
28.5K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.4K- 68.14% |
$3.14M - $3.36M
|
14.2K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-31.4K- 12.66% |
$3.25M - $3.47M
|
217K
$29.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-33.3K- 7.09% |
$3.45M - $3.68M
|
437K
$58.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.5K- 62.81% |
$3.46M - $3.7M
|
19.8K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-36.3K- 88.36% |
$3.75M - $4.01M
|
4.78K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-40.4K- 90.33% |
$4.17M - $4.46M
|
4.32K
$581K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.6K- 31.35% |
$4.2M - $4.48M
|
88.9K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44K- 5.59% |
$4.54M - $4.85M
|
742K
$99.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46.5K- 79.07% |
$4.81M - $5.13M
|
12.3K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-49K- 26.04% |
$5.06M - $5.41M
|
139K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-50.6K- 23.4% |
$5.23M - $5.58M
|
166K
$22.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.4K- 9.98% |
$5.31M - $5.68M
|
464K
$62.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-51.8K- 50.78% |
$5.35M - $5.71M
|
50.2K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-53K- 59.73% |
$5.47M - $5.84M
|
35.7K
$4.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-57K- 95.24% |
$5.89M - $6.29M
|
2.85K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61.6K- 16.94% |
$6.36M - $6.8M
|
302K
$40.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-64.3K- 75.81% |
$6.64M - $7.1M
|
20.5K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-68.2K- 14.71% |
$7.04M - $7.52M
|
395K
$53.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-69.7K- 58.51% |
$7.2M - $7.69M
|
49.4K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.6K- 4.32% |
$7.5M - $8.01M
|
1.61M
$216M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-75K- 80.6% |
$7.75M - $8.28M
|
18.1K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-96.7K- 7.64% |
$10M - $10.7M
|
1.17M
$157M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-103K- 91.72% |
$10.7M - $11.4M
|
9.32K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-108K- 97.31% |
$11.2M - $12M
|
3K
$403K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-112K- 30.84% |
$11.6M - $12.4M
|
252K
$33.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-121K- 50.97% |
$12.5M - $13.3M
|
116K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-121K- 16.97% |
$12.5M - $13.4M
|
594K
$79.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-138K- 2.86% |
$14.3M - $15.2M
|
4.7M
$632M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-150K- 96.85% |
$15.5M - $16.5M
|
4.87K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-171K- 3.81% |
$17.7M - $18.9M
|
4.31M
$580M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-311K- 79.15% |
$32.2M - $34.3M
|
82K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-770K- 17.62% |
$79.6M - $85M
|
3.6M
$484M
|