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 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39K- 15.64% |
$3.85M - $4.36M
|
210K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.9K- 15.19% |
$4.14M - $4.69M
|
234K
$32.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-43.3K- 7.79% |
$4.27M - $4.84M
|
513K
$71.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-43.9K- 20.19% |
$4.33M - $4.91M
|
174K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-44.3K- 23.47% |
$4.37M - $4.95M
|
144K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.4K- 34.56% |
$4.68M - $5.3M
|
89.8K
$12.6M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-48.6K- 52.56% |
$4.79M - $5.43M
|
43.8K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-53.4K- 40.27% |
$5.27M - $5.97M
|
79.2K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-58.5K- 9.13% |
$5.77M - $6.54M
|
582K
$81.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-59.1K- 85.11% |
$5.84M - $6.61M
|
10.3K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-59.5K- 46.75% |
$5.87M - $6.65M
|
67.8K
$9.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64.9K- 7.58% |
$6.41M - $7.26M
|
791K
$111M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-65.6K- 18.64% |
$6.48M - $7.34M
|
287K
$40.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-69.4K- 41.93% |
$6.85M - $7.77M
|
96.2K
$13.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-79.4K- 77.53% |
$7.83M - $8.87M
|
23K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80.4K- 24.14% |
$7.94M - $8.99M
|
253K
$35.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-90.4K- 85.18% |
$8.93M - $10.1M
|
15.7K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-103K- 2.62% |
$10.2M - $11.6M
|
3.84M
$539M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 2.27% |
$11.6M - $13.1M
|
5.04M
$706M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-120K- 10.4% |
$11.8M - $13.4M
|
1.03M
$145M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-124K- 13.55% |
$12.3M - $13.9M
|
792K
$111M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-140K- 95.51% |
$13.8M - $15.7M
|
6.59K
$924K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-147K- 76.63% |
$14.6M - $16.5M
|
45K
$6.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-149K- 12.74% |
$14.7M - $16.7M
|
1.02M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-170K- 4.73% |
$16.8M - $19M
|
3.43M
$481M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
SELL
|
- |
-180K- 49.92% |
$17.8M - $20.1M
|
181K
$25.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-201K- 93.84% |
$19.8M - $22.5M
|
13.2K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-289K- 3.06% |
$28.5M - $32.3M
|
9.15M
$1.28B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 3.08% |
$28.8M - $32.6M
|
9.15M
$1.28B
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-328K- 22.4% |
$32.4M - $36.7M
|
1.14M
$159M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-525K- 99.01% |
$51.8M - $58.7M
|
5.25K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-587K- 4.99% |
$58M - $65.7M
|
11.2M
$1.57B
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-656K- 23.17% |
$64.7M - $73.4M
|
2.17M
$305M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.26M- 99.1% |
$223M - $252M
|
20.4K
$2.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.35M- 18.12% |
$331M - $375M
|
15.1M
$2.12B
|