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
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 4.7% |
$113K - $121K
|
24.4K
$3.26M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.09K+ 1.13% |
$113K - $121K
|
98K
$13.1M
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.08K+ 16.58% |
$111K - $119K
|
7.59K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 0.3% |
$110K - $118K
|
362K
$48.3M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.05K+ 0.03% |
$109K - $116K
|
3.22M
$430M
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.04K+ 2.86% |
$108K - $115K
|
37.5K
$5M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$107K - $115K
|
1.04K
$139K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.01K+ 0.11% |
$105K - $112K
|
890K
$119M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
997+ 58.75% |
$103K - $110K
|
2.69K
$360K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
995+ 14.94% |
$103K - $110K
|
7.66K
$1.02M
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
974+ 2.38% |
$101K - $107K
|
42K
$5.61M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
941+ 6.84% |
$97.2K - $104K
|
14.7K
$1.96M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
935+ 6.18% |
$96.6K - $103K
|
16.1K
$2.15M
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
924+ 10.07% |
$95.5K - $102K
|
10.1K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
924+ 6.45% |
$95.5K - $102K
|
15.3K
$2.04M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
919+ 23.55% |
$95K - $101K
|
4.82K
$644K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
913+ 20.61% |
$94.3K - $101K
|
5.34K
$714K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
904+ 13.61% |
$93.4K - $99.7K
|
7.55K
$1.01M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
897+ 11.79% |
$92.7K - $99K
|
8.5K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
886New |
$91.5K - $97.8K
|
886
$118K
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
847+ 10.7% |
$87.5K - $93.5K
|
8.76K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
835New |
$86.3K - $92.1K
|
835
$112K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
832+ 8.56% |
$86K - $91.8K
|
10.6K
$1.41M
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
830+ 2.71% |
$85.8K - $91.6K
|
31.4K
$4.2M
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
821+ 21.11% |
$84.8K - $90.6K
|
4.71K
$629K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
786+ 3.39% |
$81.2K - $86.7K
|
24K
$3.21M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
782+ 2.41% |
$80.8K - $86.3K
|
33.2K
$4.44M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
769+ 100.92% |
$79.5K - $84.9K
|
1.53K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
752+ 2.77% |
$77.7K - $83K
|
27.9K
$3.72M
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
733+ 12.17% |
$75.7K - $80.9K
|
6.76K
$903K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
727+ 4.31% |
$75.1K - $80.2K
|
17.6K
$2.35M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
727+ 11.09% |
$75.1K - $80.2K
|
7.28K
$973K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
713+ 2.79% |
$73.7K - $78.7K
|
26.3K
$3.51M
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
703+ 4.48% |
$72.6K - $77.6K
|
16.4K
$2.19M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
692+ 2.93% |
$71.5K - $76.4K
|
24.3K
$3.24M
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
687+ 2.14% |
$71K - $75.8K
|
32.7K
$4.37M
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
687+ 2.14% |
$71K - $75.8K
|
32.7K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
684+ 1.01% |
$70.7K - $75.5K
|
68.6K
$9.16M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
683+ 24.37% |
$70.6K - $75.4K
|
3.49K
$466K
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
680+ 1.19% |
$70.3K - $75K
|
57.7K
$7.71M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
661+ 19.06% |
$68.3K - $72.9K
|
4.13K
$552K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
655+ 2.24% |
$67.7K - $72.3K
|
29.9K
$4M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
639+ 5.97% |
$66K - $70.5K
|
11.3K
$1.51M
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
637+ 1.89% |
$65.8K - $70.3K
|
34.4K
$4.59M
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
636+ 7.42% |
$65.7K - $70.2K
|
9.2K
$1.23M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
630+ 6.47% |
$65.1K - $69.5K
|
10.4K
$1.39M
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
617+ 2.59% |
$63.7K - $68.1K
|
24.4K
$3.26M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
593+ 6.24% |
$61.3K - $65.4K
|
10.1K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
585+ 0.9% |
$60.4K - $64.5K
|
65.7K
$8.78M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
583+ 16.59% |
$60.2K - $64.3K
|
4.1K
$547K
|