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 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
320+ 0.33% |
$33.1K - $35.3K
|
97.2K
$13M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
319+ 8.12% |
$33K - $35.2K
|
4.25K
$568K
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
317+ 0.76% |
$32.8K - $35K
|
42.2K
$5.63M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
315+ 5.92% |
$32.5K - $34.8K
|
5.64K
$754K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
315+ 1.78% |
$32.5K - $34.8K
|
18.1K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
314+ 8.38% |
$32.4K - $34.6K
|
4.06K
$543K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
313+ 5.05% |
$32.3K - $34.5K
|
6.52K
$871K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
304+ 0.29% |
$31.4K - $33.5K
|
106K
$14.1M
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
298+ 1.02% |
$30.8K - $32.9K
|
29.6K
$3.96M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294+ 2.33% |
$30.4K - $32.4K
|
12.9K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
293+ 0.52% |
$30.3K - $32.3K
|
56.1K
$7.5M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
289+ 0.87% |
$29.9K - $31.9K
|
33.3K
$4.45M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
288+ 97.63% |
$29.8K - $31.8K
|
583
$77.9K
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
281+ 17.45% |
$29K - $31K
|
1.89K
$253K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
280+ 0.89% |
$28.9K - $30.9K
|
31.7K
$4.24M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
275+ 7.02% |
$28.4K - $30.3K
|
4.2K
$561K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
269+ 5.71% |
$27.8K - $29.7K
|
4.98K
$666K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
265+ 0.36% |
$27.4K - $29.2K
|
74.6K
$9.96M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
264+ 1.71% |
$27.3K - $29.1K
|
15.7K
$2.1M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
260+ 2.86% |
$26.9K - $28.7K
|
9.35K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
256+ 4.59% |
$26.4K - $28.2K
|
5.84K
$780K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
255+ 9.98% |
$26.3K - $28.1K
|
2.81K
$375K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
250+ 1.19% |
$25.8K - $27.6K
|
21.2K
$2.83M
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
248+ 7.2% |
$25.6K - $27.4K
|
3.69K
$493K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
247+ 2.41% |
$25.5K - $27.3K
|
10.5K
$1.4M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
242+ 0.34% |
$25K - $26.7K
|
71.3K
$9.52M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
238+ 1.25% |
$24.6K - $26.3K
|
19.2K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
238+ 1.43% |
$24.6K - $26.3K
|
16.9K
$2.25M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
238New |
$24.6K - $26.3K
|
238
$31.8K
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
235+ 1.69% |
$24.3K - $25.9K
|
14.1K
$1.89M
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
233+ 3.09% |
$24.1K - $25.7K
|
7.77K
$1.04M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
216+ 0.29% |
$22.3K - $23.8K
|
73.6K
$9.83M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
213+ 6.18% |
$22K - $23.5K
|
3.66K
$489K
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
213+ 6.5% |
$22K - $23.5K
|
3.49K
$467K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
211+ 0.38% |
$21.8K - $23.3K
|
55.9K
$7.48M
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
205+ 5.79% |
$21.2K - $22.6K
|
3.75K
$501K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
204+ 0.18% |
$21.1K - $22.5K
|
113K
$15.1M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
200+ 1.2% |
$20.7K - $22.1K
|
16.9K
$2.26M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
199+ 0.82% |
$20.6K - $22K
|
24.4K
$3.26M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
199+ 0.82% |
$20.6K - $22K
|
24.4K
$3.26M
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
193+ 1.42% |
$19.9K - $21.3K
|
13.7K
$1.84M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 2.19% |
$19.9K - $21.3K
|
9.02K
$1.21M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
178+ 1.07% |
$18.4K - $19.6K
|
16.8K
$2.24M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
174+ 0.38% |
$18K - $19.2K
|
45.5K
$6.09M
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
172+ 0.73% |
$17.8K - $19K
|
23.7K
$3.16M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
169+ 1.33% |
$17.5K - $18.6K
|
12.9K
$1.72M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
168+ 0.58% |
$17.4K - $18.5K
|
29.2K
$3.9M
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
160+ 0.67% |
$16.5K - $17.7K
|
24.1K
$3.21M
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
159+ 2.55% |
$16.4K - $17.5K
|
6.4K
$855K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
159+ 0.62% |
$16.4K - $17.5K
|
25.7K
$3.44M
|