Purchases and Sales Made in Q3 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.3K+ 29.8% |
$2.4M - $2.57M
|
101K
$13.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.1K+ 861.97% |
$2.39M - $2.55M
|
25.8K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.1K+ 5.83% |
$2.39M - $2.55M
|
419K
$55.3M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.8K+ 9.86% |
$2.35M - $2.51M
|
254K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.6K+ 256.77% |
$2.34M - $2.49M
|
31.4K
$4.14M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
22.1K+ 3.74% |
$2.28M - $2.44M
|
612K
$80.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21.8K+ 7.14% |
$2.26M - $2.41M
|
328K
$43.2M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.7K+ 116.63% |
$2.25M - $2.4M
|
40.4K
$5.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.7K+ 733.04% |
$2.14M - $2.29M
|
23.6K
$3.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 0.22% |
$2.14M - $2.28M
|
9.44M
$1.25B
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.3K+ 1.56% |
$2.09M - $2.24M
|
1.32M
$174M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
20.1K+ 1.31% |
$2.08M - $2.22M
|
1.55M
$205M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
19.5K+ 166.54% |
$2.01M - $2.15M
|
31.2K
$4.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
18.6K+ 11.81% |
$1.92M - $2.05M
|
176K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
18.5K+ 60.84% |
$1.91M - $2.04M
|
48.8K
$6.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$1.85M - $1.98M
|
17.9K
$2.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6K+ 5.85% |
$1.72M - $1.84M
|
301K
$39.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
16.5K+ 9.63% |
$1.71M - $1.82M
|
188K
$24.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
15.9K+ 101.26% |
$1.65M - $1.76M
|
31.7K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.8K+ 49418.75% |
$1.63M - $1.74M
|
15.8K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.3K+ 7.72% |
$1.59M - $1.69M
|
214K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 1.35% |
$1.42M - $1.52M
|
1.04M
$137M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.7KNew |
$1.41M - $1.51M
|
13.7K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.7K+ 34.17% |
$1.41M - $1.51M
|
53.6K
$7.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.1K+ 21.72% |
$1.35M - $1.44M
|
73.3K
$9.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.7K+ 10.23% |
$1.32M - $1.41M
|
137K
$18.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.4K+ 4.77% |
$1.28M - $1.37M
|
273K
$36M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12.3KNew |
$1.27M - $1.36M
|
12.3K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 12.18% |
$1.21M - $1.29M
|
108K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 30.58% |
$1.1M - $1.17M
|
45.4K
$5.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$1.07M - $1.14M
|
10.3K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$1.05M - $1.12M
|
10.1K
$1.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.96KNew |
$1.03M - $1.1M
|
9.96K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.84K+ 2.65% |
$1.02M - $1.09M
|
381K
$50.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.63K+ 130.15% |
$995K - $1.06M
|
17K
$2.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.58K+ 17.76% |
$990K - $1.06M
|
63.5K
$8.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
9.55K+ 5.75% |
$987K - $1.05M
|
176K
$23.2M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9.48K+ 22.24% |
$979K - $1.05M
|
52.1K
$6.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.46K+ 1.74% |
$978K - $1.04M
|
554K
$73.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
9.4KNew |
$971K - $1.04M
|
9.4K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.32KNew |
$963K - $1.03M
|
9.32K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.95K+ 5.67% |
$925K - $987K
|
167K
$22M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.85K+ 4.35% |
$914K - $977K
|
212K
$28M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.76K+ 4.56% |
$905K - $966K
|
201K
$26.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
8.56K+ 139.83% |
$885K - $945K
|
14.7K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.44K+ 4.6% |
$872K - $931K
|
192K
$25.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.39K+ 22.21% |
$867K - $926K
|
46.2K
$6.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
8.39K+ 37.38% |
$867K - $925K
|
30.8K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.28K+ 13.16% |
$856K - $914K
|
71.2K
$9.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8.06KNew |
$833K - $889K
|
8.06K
$1.06M
|