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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-720- 9.27% |
$71.1K - $80.5K
|
7.05K
$943K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-721- 10.24% |
$71.2K - $80.6K
|
6.32K
$845K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-722- 0.61% |
$71.3K - $80.7K
|
118K
$15.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-739- 16.16% |
$72.9K - $82.6K
|
3.84K
$513K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-755- 4.92% |
$74.5K - $84.4K
|
14.6K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-755- 18.02% |
$74.5K - $84.4K
|
3.44K
$459K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-757- 24.47% |
$74.7K - $84.7K
|
2.34K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-757- 15.1% |
$74.7K - $84.7K
|
4.26K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-760- 7.8% |
$75K - $85K
|
8.99K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-768- 9.03% |
$75.8K - $85.9K
|
7.73K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-770- 15.15% |
$76K - $86.1K
|
4.31K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-771- 69.4% |
$76.1K - $86.2K
|
340
$45.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-777- 2.47% |
$76.7K - $86.9K
|
30.7K
$4.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-780- 0.63% |
$77K - $87.2K
|
123K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-790- 6.75% |
$78K - $88.4K
|
10.9K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-798- 13.45% |
$78.8K - $89.2K
|
5.13K
$687K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-803- 2.99% |
$79.3K - $89.8K
|
26K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-803- 1.15% |
$79.3K - $89.8K
|
68.9K
$9.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-814- 0.29% |
$80.3K - $91K
|
279K
$37.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-820- 4.66% |
$80.9K - $91.7K
|
16.8K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-822- 5.07% |
$81.1K - $91.9K
|
15.4K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-825- 0.27% |
$81.4K - $92.3K
|
302K
$40.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-833- 7.22% |
$82.2K - $93.2K
|
10.7K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-833- 21.57% |
$82.2K - $93.2K
|
3.03K
$405K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-862- 27.39% |
$85.1K - $96.4K
|
2.29K
$306K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-868- 15.97% |
$85.7K - $97.1K
|
4.57K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-880- 25.24% |
$86.9K - $98.4K
|
2.61K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-881- 1.74% |
$87K - $98.5K
|
49.8K
$6.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-890- 30.48% |
$87.9K - $99.5K
|
2.03K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-898- 1.04% |
$88.6K - $100K
|
85.7K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-900- 5.19% |
$88.8K - $101K
|
16.4K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-910- 17.03% |
$89.8K - $102K
|
4.43K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-914- 1.5% |
$90.2K - $102K
|
59.9K
$8.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-919- 12.94% |
$90.7K - $103K
|
6.18K
$827K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-925- 2.86% |
$91.3K - $103K
|
31.4K
$4.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-927- 0.71% |
$91.5K - $104K
|
129K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-931- 1.62% |
$91.9K - $104K
|
56.5K
$7.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-933- 4.45% |
$92.1K - $104K
|
20K
$2.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-940- 27.94% |
$92.8K - $105K
|
2.42K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-952- 23.28% |
$94K - $106K
|
3.14K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-953- 11.56% |
$94.1K - $107K
|
7.29K
$976K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-970- 4.59% |
$95.7K - $108K
|
20.1K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-970- 0.44% |
$95.7K - $108K
|
221K
$29.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-973- 9.78% |
$96K - $109K
|
8.98K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-981- 5.84% |
$96.8K - $110K
|
15.8K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-985- 19.72% |
$97.2K - $110K
|
4.01K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-990- 5.09% |
$97.7K - $111K
|
18.4K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-991- 24.34% |
$97.8K - $111K
|
3.08K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-999- 0.97% |
$98.6K - $112K
|
102K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1K- 10.78% |
$98.7K - $112K
|
8.28K
$1.11M
|