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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8K- 15.38% |
$827K - $883K
|
44K
$5.79M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.25K- 31.41% |
$852K - $910K
|
18K
$2.37M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.44K- 7.06% |
$872K - $931K
|
111K
$14.6M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-8.87K- 7.61% |
$916K - $978K
|
108K
$14.2M
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-8.91K- 5.91% |
$920K - $983K
|
142K
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.01K- 6.36% |
$931K - $994K
|
133K
$17.5M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.05K- 90.02% |
$935K - $998K
|
1K
$132K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.27K- 16.87% |
$957K - $1.02M
|
45.7K
$6.01M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.5K- 40.22% |
$982K - $1.05M
|
14.1K
$1.86M
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-9.55K- 91.86% |
$987K - $1.05M
|
846
$111K
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-9.74K- 12.09% |
$1.01M - $1.07M
|
70.8K
$9.32M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.1KClosed |
$1.04M - $1.12M
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-10.1K- 7.29% |
$1.05M - $1.12M
|
129K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-10.5K- 2.07% |
$1.08M - $1.16M
|
496K
$65.3M
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-11K- 66.1% |
$1.13M - $1.21M
|
5.62K
$740K
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-11.1K- 4.59% |
$1.15M - $1.22M
|
231K
$30.4M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.2K- 9.75% |
$1.16M - $1.24M
|
104K
$13.7M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 60.26% |
$1.18M - $1.26M
|
7.51K
$988K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-11.5K- 10.97% |
$1.18M - $1.27M
|
93K
$12.3M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 0.29% |
$1.19M - $1.27M
|
3.95M
$520M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.7K- 32.37% |
$1.21M - $1.29M
|
24.5K
$3.22M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.8K- 15.33% |
$1.22M - $1.3M
|
65K
$8.56M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-12.1K- 24.49% |
$1.25M - $1.34M
|
37.5K
$4.93M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 15.77% |
$1.27M - $1.36M
|
65.9K
$8.67M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.5K- 4.34% |
$1.29M - $1.38M
|
276K
$36.3M
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12.6KClosed |
$1.31M - $1.39M
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
SELL
|
- |
-13.2K- 85.42% |
$1.36M - $1.45M
|
2.25K
$296K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-13.3K- 31.23% |
$1.38M - $1.47M
|
29.4K
$3.87M
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-13.5K- 13.64% |
$1.39M - $1.49M
|
85.3K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.9K- 4.31% |
$1.43M - $1.53M
|
308K
$40.6M
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-13.9K- 20.35% |
$1.44M - $1.54M
|
54.6K
$7.19M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.5KClosed |
$1.49M - $1.6M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 1.04% |
$1.59M - $1.7M
|
1.46M
$193M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.4K- 2.81% |
$1.59M - $1.7M
|
533K
$70.2M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15.6K- 14.02% |
$1.61M - $1.72M
|
95.5K
$12.6M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-16.4K- 12.28% |
$1.69M - $1.81M
|
117K
$15.4M
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-16.4K- 7.32% |
$1.7M - $1.81M
|
208K
$27.4M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-16.7K- 11.58% |
$1.72M - $1.84M
|
127K
$16.8M
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-16.7K- 9.36% |
$1.73M - $1.85M
|
162K
$21.3M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-17.3K- 5.71% |
$1.79M - $1.91M
|
286K
$37.6M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.6K- 18.67% |
$1.82M - $1.94M
|
76.5K
$10.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.7K- 0.51% |
$1.83M - $1.95M
|
3.43M
$452M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-18.1K- 4.28% |
$1.87M - $2M
|
405K
$53.3M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-18.1K- 4.28% |
$1.87M - $2M
|
405K
$53.3M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.5K- 8.91% |
$1.91M - $2.04M
|
189K
$24.9M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.6K- 18.19% |
$1.92M - $2.05M
|
83.5K
$11M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.6K- 18.19% |
$1.92M - $2.05M
|
83.5K
$11M
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-19.3K- 9.1% |
$1.99M - $2.13M
|
192K
$25.3M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-19.6K- 17.95% |
$2.03M - $2.17M
|
89.8K
$11.8M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.7K- 12.27% |
$2.03M - $2.17M
|
141K
$18.5M
|