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 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.69K+ 3.06% |
$100K - $113K
|
57.1K
$4.05M
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.66K+ 12.3% |
$98.4K - $110K
|
15.1K
$1.08M
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.64K+ 15.06% |
$97.4K - $109K
|
12.5K
$891K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.49K+ 6.91% |
$88.2K - $98.8K
|
23K
$1.63M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 0.82% |
$87.2K - $97.7K
|
181K
$12.8M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.47K+ 0.71% |
$87.2K - $97.7K
|
209K
$14.8M
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 8.3% |
$85.6K - $96K
|
18.8K
$1.34M
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.39K+ 29.42% |
$82.6K - $92.6K
|
6.12K
$435K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.37K+ 30.0% |
$81.3K - $91.1K
|
5.94K
$422K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
1.35K+ 0.74% |
$79.9K - $89.5K
|
182K
$12.9M
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.34K+ 100.0% |
$79.5K - $89.1K
|
2.68K
$190K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.33K+ 22.61% |
$78.6K - $88.1K
|
7.19K
$510K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27K+ 25.5% |
$75.1K - $84.2K
|
6.23K
$442K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.17KNew |
$69.1K - $77.5K
|
1.17K
$82.7K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.01K+ 1.32% |
$60.2K - $67.4K
|
77.6K
$5.51M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.01KNew |
$60.1K - $67.4K
|
1.01K
$71.9K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
981+ 16.08% |
$58.2K - $65.2K
|
7.08K
$503K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
969+ 5.26% |
$57.5K - $64.4K
|
19.4K
$1.38M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
914+ 17.99% |
$54.2K - $60.8K
|
5.99K
$426K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
904+ 44.14% |
$53.6K - $60.1K
|
2.95K
$210K
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
864+ 2.05% |
$51.3K - $57.5K
|
43K
$3.05M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
864+ 23.57% |
$51.3K - $57.5K
|
4.53K
$322K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
797+ 1.79% |
$47.3K - $53K
|
45.3K
$3.21M
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
783+ 1.78% |
$46.5K - $52.1K
|
44.7K
$3.17M
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
714+ 12.13% |
$42.4K - $47.5K
|
6.6K
$468K
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
683+ 1.04% |
$40.5K - $45.4K
|
66.1K
$4.69M
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
675+ 20.65% |
$40K - $44.9K
|
3.94K
$280K
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
675+ 11.68% |
$40K - $44.9K
|
6.45K
$458K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
671+ 0.38% |
$39.8K - $44.6K
|
175K
$12.4M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
648+ 5.11% |
$38.4K - $43.1K
|
13.3K
$947K
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
616+ 2.06% |
$36.5K - $41K
|
30.6K
$2.17M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
590+ 2.18% |
$35K - $39.2K
|
27.7K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
556+ 4.45% |
$33K - $37K
|
13.1K
$927K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
553+ 4.42% |
$32.8K - $36.8K
|
13.1K
$927K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
550+ 7.5% |
$32.6K - $36.6K
|
7.88K
$560K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
528+ 8.27% |
$31.3K - $35.1K
|
6.91K
$491K
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
525+ 1.97% |
$31.1K - $34.9K
|
27.2K
$1.93M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
513+ 8.73% |
$30.4K - $34.1K
|
6.39K
$453K
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
477+ 0.7% |
$28.3K - $31.7K
|
69.1K
$4.9M
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
408+ 4.16% |
$24.2K - $27.1K
|
10.2K
$725K
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
400+ 9.09% |
$23.7K - $26.6K
|
4.8K
$341K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
393+ 17.29% |
$23.3K - $26.1K
|
2.67K
$189K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
388New |
$23K - $25.8K
|
388
$27.5K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
350New |
$20.8K - $23.3K
|
350
$24.9K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
333+ 2.01% |
$19.8K - $22.1K
|
16.9K
$1.2M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
327New |
$19.4K - $21.7K
|
327
$23.2K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
327+ 6.32% |
$19.4K - $21.7K
|
5.5K
$390K
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
326+ 9.38% |
$19.3K - $21.7K
|
3.8K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
312+ 1.19% |
$18.5K - $20.7K
|
26.6K
$1.89M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
290New |
$17.2K - $19.3K
|
290
$20.6K
|