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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-970- 0.44% |
$95.7K - $108K
|
221K
$28.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-973- 9.78% |
$96K - $109K
|
8.98K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-981- 5.84% |
$96.8K - $110K
|
15.8K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-985- 19.72% |
$97.2K - $110K
|
4.01K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-990- 5.09% |
$97.7K - $111K
|
18.4K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-991- 24.34% |
$97.8K - $111K
|
3.08K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-999- 0.97% |
$98.6K - $112K
|
102K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1K- 10.78% |
$98.7K - $112K
|
8.28K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1K- 62.5% |
$98.7K - $112K
|
600
$77.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.01K- 17.81% |
$99.3K - $113K
|
4.64K
$599K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.01K- 62.56% |
$99.3K - $113K
|
602
$77.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.02K- 31.38% |
$100K - $114K
|
2.22K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.04K- 1.52% |
$103K - $117K
|
67.5K
$8.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.04K- 28.72% |
$103K - $117K
|
2.59K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 3.65% |
$103K - $117K
|
27.6K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.05K- 5.48% |
$104K - $118K
|
18.2K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.06K- 3.79% |
$104K - $118K
|
26.8K
$3.46M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 10.49% |
$105K - $119K
|
9.06K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.09K- 6.66% |
$107K - $122K
|
15.3K
$1.97M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.1K- 11.85% |
$109K - $123K
|
8.21K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 4.63% |
$110K - $124K
|
22.9K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.12K- 29.85% |
$110K - $125K
|
2.63K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 1.05% |
$111K - $126K
|
107K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.13K- 14.79% |
$112K - $127K
|
6.53K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.14K- 18.33% |
$113K - $127K
|
5.08K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.14K- 25.18% |
$113K - $128K
|
3.4K
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.15K- 5.73% |
$113K - $128K
|
18.9K
$2.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 16.25% |
$115K - $130K
|
6K
$774K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.17K- 2.46% |
$115K - $131K
|
46.4K
$5.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.18K- 11.21% |
$116K - $132K
|
9.35K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.2K- 3.36% |
$118K - $134K
|
34.4K
$4.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.22K- 14.7% |
$121K - $137K
|
7.1K
$916K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.23K- 3.54% |
$122K - $138K
|
33.6K
$4.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.32% |
$122K - $138K
|
52.1K
$6.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.24K- 0.57% |
$122K - $138K
|
215K
$27.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.25K- 14.68% |
$123K - $139K
|
7.24K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.25K- 1.37% |
$123K - $140K
|
90.2K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.28K- 1.9% |
$127K - $143K
|
66.3K
$8.55M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.29K- 6.51% |
$127K - $144K
|
18.5K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.29K- 16.85% |
$127K - $144K
|
6.37K
$821K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.3K- 13.14% |
$128K - $145K
|
8.58K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.3K- 57.31% |
$128K - $146K
|
969
$125K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.3K- 1.6% |
$129K - $146K
|
80.4K
$10.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.34K- 7.06% |
$132K - $149K
|
17.6K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.34K- 34.53% |
$132K - $149K
|
2.53K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.34K- 3.74% |
$132K - $150K
|
34.5K
$4.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.35K- 1.66% |
$133K - $150K
|
79.6K
$10.3M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.36K- 5.93% |
$134K - $152K
|
21.5K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.37K- 30.0% |
$135K - $153K
|
3.19K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.37K- 12.15% |
$135K - $153K
|
9.91K
$1.28M
|