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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.71KNew |
$279K - $313K
|
4.71K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.48KNew |
$266K - $298K
|
4.48K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.45K+ 10.61% |
$264K - $296K
|
46.4K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.13KNew |
$245K - $275K
|
4.13K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
4.12K+ 14.02% |
$245K - $274K
|
33.5K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.06KNew |
$241K - $270K
|
4.06K
$277K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.01KNew |
$238K - $267K
|
4.01K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.97K+ 23.14% |
$235K - $264K
|
21.1K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.86KNew |
$229K - $256K
|
3.86K
$263K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.81K+ 4.34% |
$226K - $253K
|
91.5K
$6.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.71K+ 32.86% |
$220K - $246K
|
15K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.7KNew |
$220K - $246K
|
3.7K
$253K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.58K+ 32.63% |
$212K - $238K
|
14.5K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.48K+ 5.34% |
$206K - $231K
|
68.6K
$4.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.47K+ 3.42% |
$206K - $231K
|
105K
$7.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.45K+ 5.2% |
$205K - $229K
|
69.7K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.41KNew |
$202K - $227K
|
3.41K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.37K+ 49.2% |
$200K - $224K
|
10.2K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.34KNew |
$198K - $222K
|
3.34K
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.27KNew |
$194K - $218K
|
3.27K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.26K+ 19.78% |
$193K - $217K
|
19.7K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 68.19% |
$193K - $216K
|
8.02K
$547K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.22KNew |
$191K - $214K
|
3.22K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.2KNew |
$190K - $213K
|
3.2K
$218K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.14KNew |
$186K - $208K
|
3.14K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.1K+ 15.3% |
$184K - $206K
|
23.4K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.08KNew |
$183K - $205K
|
3.08K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.08KNew |
$183K - $205K
|
3.08K
$210K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
3.04KNew |
$180K - $202K
|
3.04K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.03K+ 5.84% |
$180K - $202K
|
54.9K
$3.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 2.45% |
$180K - $201K
|
127K
$8.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.02K+ 13.09% |
$179K - $200K
|
26.1K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.79K+ 11.61% |
$165K - $185K
|
26.8K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.67K+ 32.81% |
$159K - $178K
|
10.8K
$738K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.67K+ 14.63% |
$158K - $177K
|
20.9K
$1.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.41K+ 62.6% |
$143K - $160K
|
6.27K
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
2.38K+ 255.7% |
$141K - $158K
|
3.31K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.33KNew |
$138K - $155K
|
2.33K
$159K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.33K+ 71.65% |
$138K - $155K
|
5.58K
$381K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.15K+ 8.33% |
$128K - $143K
|
28K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
2.09KNew |
$124K - $139K
|
2.09K
$143K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.08K+ 3.99% |
$123K - $138K
|
54.1K
$3.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.02K+ 0.84% |
$120K - $134K
|
242K
$16.5M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2K+ 6.54% |
$119K - $133K
|
32.6K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 59.75% |
$118K - $132K
|
5.31K
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 19.24% |
$116K - $131K
|
12.2K
$830K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.89K+ 6.02% |
$112K - $125K
|
33.2K
$2.27M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.8K+ 1.26% |
$107K - $120K
|
145K
$9.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.73K+ 22.32% |
$103K - $115K
|
9.48K
$647K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.72K+ 10.38% |
$102K - $115K
|
18.3K
$1.25M
|