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 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
2.7K+ 7.14% |
$279K - $298K
|
40.5K
$5.44M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.68KNew |
$277K - $295K
|
2.68K
$360K
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.67K+ 3.08% |
$276K - $295K
|
89.6K
$12M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.66K+ 6.91% |
$275K - $293K
|
41.1K
$5.53M
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.62K+ 28.04% |
$271K - $290K
|
12K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.61KNew |
$270K - $288K
|
2.61K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.6K+ 85.23% |
$269K - $287K
|
5.66K
$760K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.55KNew |
$264K - $282K
|
2.55K
$343K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.46K+ 2.45% |
$255K - $272K
|
103K
$13.9M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.46K+ 3.6% |
$254K - $271K
|
70.7K
$9.51M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.45KNew |
$253K - $270K
|
2.45K
$329K
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.45K+ 11.86% |
$253K - $270K
|
23.1K
$3.1M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.45K+ 12868.42% |
$253K - $270K
|
2.46K
$331K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.44K+ 680.73% |
$252K - $269K
|
2.8K
$376K
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.35K+ 2.49% |
$243K - $259K
|
96.7K
$13M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.33K+ 0.95% |
$241K - $257K
|
249K
$33.5M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.32KNew |
$239K - $256K
|
2.32K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.29KNew |
$237K - $253K
|
2.29K
$308K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.28K+ 164.6% |
$236K - $252K
|
3.67K
$493K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.26KNew |
$233K - $249K
|
2.26K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.24K+ 13.9% |
$231K - $247K
|
18.4K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.22KNew |
$230K - $245K
|
2.22K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.21K+ 8.34% |
$228K - $243K
|
28.6K
$3.85M
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.2KNew |
$227K - $242K
|
2.2K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.2K+ 5.05% |
$227K - $242K
|
45.7K
$6.15M
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$224K - $239K
|
2.16K
$291K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.16K+ 4.38% |
$223K - $238K
|
51.5K
$6.93M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.15K+ 2.66% |
$223K - $238K
|
83.2K
$11.2M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.13K+ 9247.83% |
$220K - $235K
|
2.15K
$289K
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.07K+ 3.37% |
$214K - $229K
|
63.5K
$8.54M
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.05K+ 56.18% |
$211K - $226K
|
5.69K
$765K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.04K+ 5.81% |
$211K - $226K
|
37.2K
$5M
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
2.04K+ 3.9% |
$210K - $225K
|
54.3K
$7.3M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.03K+ 4.31% |
$210K - $224K
|
49.2K
$6.62M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2KNew |
$206K - $220K
|
2K
$268K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.98KNew |
$205K - $218K
|
1.98K
$266K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.96K+ 9.61% |
$203K - $216K
|
22.4K
$3.01M
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.95K+ 0.89% |
$201K - $215K
|
220K
$29.6M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 1.69% |
$201K - $215K
|
117K
$15.8M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
1.94KNew |
$200K - $214K
|
1.94K
$261K
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.94K+ 3.54% |
$200K - $214K
|
56.7K
$7.63M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.92K+ 5.54% |
$199K - $212K
|
36.6K
$4.93M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.92K+ 9.48% |
$198K - $212K
|
22.2K
$2.98M
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
1.9K+ 69.27% |
$196K - $210K
|
4.64K
$624K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.84K+ 3.87% |
$190K - $203K
|
49.5K
$6.65M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.82K+ 3.97% |
$188K - $201K
|
47.7K
$6.42M
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.82K+ 0.66% |
$188K - $201K
|
279K
$37.6M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.77K+ 10.4% |
$183K - $195K
|
18.8K
$2.53M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.76KNew |
$182K - $194K
|
1.76K
$237K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 1.68% |
$181K - $193K
|
106K
$14.2M
|