Purchases and Sales Made in Q4 2023 in Vanguard Whitehall Fds Intl Hi (VYMI)
This table provides information about the institutional ownership of Vanguard Whitehall Fds Intl Hi (VYMI) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS INTL HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$698K - $783K
|
11.8K
$803K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 62.41% |
$689K - $772K
|
30.2K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.4KNew |
$674K - $756K
|
11.4K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11.1KNew |
$660K - $739K
|
11.1K
$759K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
11K+ 7.64% |
$654K - $733K
|
155K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
10.9KNew |
$648K - $727K
|
10.9K
$746K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.8KNew |
$638K - $715K
|
10.8K
$734K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 12.39% |
$628K - $704K
|
96K
$6.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10.5KNew |
$623K - $698K
|
10.5K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 6.84% |
$621K - $697K
|
164K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.69K+ 8.21% |
$575K - $644K
|
128K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.59KNew |
$569K - $638K
|
9.59K
$654K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.84K+ 3.46% |
$524K - $588K
|
264K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.49K+ 6.53% |
$504K - $565K
|
139K
$9.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.96K+ 73.59% |
$472K - $529K
|
18.8K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.96K+ 64.28% |
$472K - $529K
|
20.3K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.79K+ 16.36% |
$462K - $518K
|
55.4K
$3.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.66KNew |
$454K - $509K
|
7.66K
$522K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.51KNew |
$445K - $499K
|
7.51K
$512K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.45KNew |
$442K - $495K
|
7.45K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.06KNew |
$419K - $469K
|
7.06K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.03K+ 10.06% |
$417K - $467K
|
76.9K
$5.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.86K+ 3.38% |
$407K - $456K
|
210K
$14.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.85KNew |
$406K - $455K
|
6.85K
$467K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.72K+ 11.37% |
$399K - $447K
|
65.8K
$4.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 73.7% |
$391K - $438K
|
15.5K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.53KNew |
$388K - $434K
|
6.53K
$446K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.48KNew |
$385K - $431K
|
6.48K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.32KNew |
$375K - $420K
|
6.32K
$431K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.3K+ 19.47% |
$374K - $419K
|
38.7K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.26KNew |
$371K - $416K
|
6.26K
$427K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.16K+ 20.56% |
$366K - $410K
|
36.1K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.11K+ 9.07% |
$363K - $407K
|
73.5K
$5.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.02K+ 2.76% |
$357K - $401K
|
224K
$15.3M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.91KNew |
$350K - $393K
|
5.91K
$403K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.87K+ 14.98% |
$348K - $390K
|
45.1K
$3.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.85K+ 41.36% |
$347K - $389K
|
20K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.57K+ 8.25% |
$330K - $370K
|
73K
$4.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
5.56K+ 3.01% |
$330K - $370K
|
190K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.32K+ 16.48% |
$316K - $354K
|
37.6K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.29KNew |
$314K - $351K
|
5.29K
$361K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
5.19K+ 15.76% |
$308K - $345K
|
38.1K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 0.33% |
$305K - $342K
|
1.58M
$108M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.11KNew |
$303K - $340K
|
5.11K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.07K+ 16.09% |
$301K - $337K
|
36.6K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5K+ 3.95% |
$297K - $333K
|
132K
$8.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.97KNew |
$295K - $330K
|
4.97K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.89K+ 4.33% |
$290K - $325K
|
118K
$8.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.83K+ 17.03% |
$286K - $321K
|
33.2K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.83K+ 67.77% |
$286K - $321K
|
12K
$815K
|