Purchases and Sales Made in Q4 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-300- 23.35% |
$29.6K - $33.6K
|
985
$132K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-300- 9.9% |
$29.6K - $33.6K
|
2.73K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 33.01% |
$30.3K - $34.3K
|
623
$83.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-308- 1.0% |
$30.4K - $34.4K
|
30.4K
$4.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-318- 2.63% |
$31.4K - $35.6K
|
11.8K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-322- 4.57% |
$31.8K - $36K
|
6.73K
$900K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-322- 7.68% |
$31.8K - $36K
|
3.87K
$518K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-323- 4.85% |
$31.9K - $36.1K
|
6.34K
$848K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-323- 10.18% |
$31.9K - $36.1K
|
2.85K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-325- 9.4% |
$32.1K - $36.3K
|
3.13K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-326- 11.13% |
$32.2K - $36.5K
|
2.6K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-335- 2.6% |
$33.1K - $37.5K
|
12.5K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-336- 5.47% |
$33.2K - $37.6K
|
5.81K
$777K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-337- 2.64% |
$33.3K - $37.7K
|
12.4K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-340- 4.58% |
$33.6K - $38K
|
7.08K
$947K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-340- 38.86% |
$33.6K - $38K
|
535
$71.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-344- 1.92% |
$34K - $38.5K
|
17.6K
$2.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-345- 2.21% |
$34.1K - $38.6K
|
15.3K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-350- 1.13% |
$34.5K - $39.1K
|
30.7K
$4.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 0.47% |
$34.5K - $39.1K
|
73.3K
$9.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-351- 1.9% |
$34.6K - $39.3K
|
18.1K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-360- 47.06% |
$35.5K - $40.3K
|
405
$54.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-363- 10.53% |
$35.8K - $40.6K
|
3.08K
$413K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-365- 12.6% |
$36K - $40.8K
|
2.53K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-368- 1.12% |
$36.3K - $41.2K
|
32.5K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-379- 5.25% |
$37.4K - $42.4K
|
6.84K
$915K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-380- 0.15% |
$37.5K - $42.5K
|
249K
$33.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-382- 4.94% |
$37.7K - $42.7K
|
7.36K
$984K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-385- 6.94% |
$38K - $43.1K
|
5.16K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-386- 8.44% |
$38.1K - $43.2K
|
4.19K
$560K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-399- 1.35% |
$39.4K - $44.6K
|
29.2K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-417- 2.54% |
$41.2K - $46.6K
|
16K
$2.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-420- 11.94% |
$41.5K - $47K
|
3.1K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-421- 6.2% |
$41.6K - $47.1K
|
6.37K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-423- 6.46% |
$41.8K - $47.3K
|
6.13K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-426- 1.01% |
$42.1K - $47.6K
|
41.7K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-428- 11.49% |
$42.2K - $47.9K
|
3.3K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-430- 5.95% |
$42.4K - $48.1K
|
6.8K
$909K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-431- 5.22% |
$42.5K - $48.2K
|
7.83K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-432- 7.36% |
$42.6K - $48.3K
|
5.44K
$727K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-433- 7.34% |
$42.7K - $48.4K
|
5.47K
$731K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-434- 11.9% |
$42.8K - $48.5K
|
3.21K
$430K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-435- 19.31% |
$42.9K - $48.7K
|
1.82K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-435- 1.95% |
$42.9K - $48.7K
|
21.8K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-435- 10.16% |
$42.9K - $48.7K
|
3.85K
$514K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-442- 9.57% |
$43.6K - $49.4K
|
4.18K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-450- 15.03% |
$44.4K - $50.3K
|
2.55K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-451- 1.17% |
$44.5K - $50.4K
|
38.2K
$5.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-455- 1.37% |
$44.9K - $50.9K
|
32.8K
$4.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-464- 2.01% |
$45.8K - $51.9K
|
22.6K
$3.02M
|