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 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.57K+ 53.36% |
$254K - $288K
|
7.4K
$994K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.57K+ 1.4% |
$253K - $287K
|
185K
$24.9M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.56KNew |
$253K - $286K
|
2.56K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.55K+ 25.26% |
$251K - $285K
|
12.6K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.52KNew |
$249K - $282K
|
2.52K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.49K+ 3.95% |
$245K - $278K
|
65.4K
$8.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.48K+ 11.66% |
$245K - $277K
|
23.7K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.48K+ 4.72% |
$244K - $277K
|
54.9K
$7.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.48K+ 6.73% |
$244K - $277K
|
39.3K
$5.28M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.44KNew |
$241K - $273K
|
2.44K
$328K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.44KNew |
$240K - $272K
|
2.44K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.44K+ 16.21% |
$240K - $272K
|
17.5K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.42KNew |
$239K - $270K
|
2.42K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.41KNew |
$238K - $270K
|
2.41K
$324K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.4K+ 5.85% |
$237K - $268K
|
43.4K
$5.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.4K+ 15.39% |
$237K - $268K
|
18K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.39KNew |
$236K - $267K
|
2.39K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
2.39K+ 7.97% |
$235K - $267K
|
32.3K
$4.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.37K+ 9.92% |
$234K - $265K
|
26.2K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$231K - $261K
|
2.34K
$314K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.3KNew |
$227K - $258K
|
2.3K
$310K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.3K+ 40.99% |
$227K - $257K
|
7.91K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.25KNew |
$222K - $252K
|
2.25K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.25KNew |
$222K - $252K
|
2.25K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$221K - $250K
|
2.24K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.23K+ 10.07% |
$220K - $250K
|
24.4K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.23KNew |
$220K - $249K
|
2.23K
$299K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.2KNew |
$217K - $246K
|
2.2K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 17.67% |
$216K - $245K
|
14.6K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.19K+ 18.25% |
$216K - $245K
|
14.2K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.17K+ 4.16% |
$214K - $242K
|
54.3K
$7.3M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.16KNew |
$213K - $241K
|
2.16K
$290K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.15K+ 59.71% |
$212K - $240K
|
5.75K
$773K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.14K+ 6.21% |
$211K - $239K
|
36.6K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.14K+ 7.27% |
$211K - $239K
|
31.6K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.13KNew |
$210K - $238K
|
2.13K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
2.12K+ 36.66% |
$210K - $238K
|
7.92K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.12K+ 18.67% |
$209K - $237K
|
13.5K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.08KNew |
$206K - $233K
|
2.08K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.07KNew |
$205K - $232K
|
2.07K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.07K+ 42.41% |
$204K - $231K
|
6.95K
$934K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.07KNew |
$204K - $231K
|
2.07K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.05KNew |
$202K - $229K
|
2.05K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.04KNew |
$202K - $228K
|
2.04K
$275K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2KNew |
$198K - $224K
|
2K
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
2K+ 4.55% |
$197K - $224K
|
46K
$6.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.99K+ 12.42% |
$196K - $222K
|
18K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.97K+ 3.48% |
$194K - $220K
|
58.4K
$7.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.95KNew |
$193K - $219K
|
1.95K
$263K
|