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 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.99K+ 4.34% |
$825K - $882K
|
192K
$25.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.94K+ 7.19% |
$820K - $876K
|
118K
$15.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.72K+ 3.61% |
$797K - $852K
|
222K
$29.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
7.63K+ 16.54% |
$789K - $842K
|
53.8K
$7.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.51K+ 16.25% |
$776K - $829K
|
53.8K
$7.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
7.51K+ 70.87% |
$776K - $829K
|
18.1K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.47K+ 7.78% |
$772K - $824K
|
104K
$13.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.44K+ 5.11% |
$769K - $821K
|
153K
$20.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.42K+ 6.65% |
$767K - $819K
|
119K
$15.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.35K+ 266.23% |
$759K - $811K
|
10.1K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.3KNew |
$754K - $805K
|
7.3K
$962K
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.25K+ 5.21% |
$749K - $800K
|
146K
$19.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.18K+ 175.8% |
$742K - $793K
|
11.3K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7KNew |
$723K - $772K
|
7K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7KNew |
$723K - $772K
|
7K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7K+ 6.62% |
$723K - $772K
|
113K
$14.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.56KNew |
$678K - $724K
|
6.56K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
6.52K+ 65.96% |
$674K - $720K
|
16.4K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
6.45K+ 2.13% |
$666K - $711K
|
309K
$40.7M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
6.34K+ 3.08% |
$655K - $700K
|
212K
$28M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.27K+ 9.99% |
$648K - $692K
|
69K
$9.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
6.17KNew |
$638K - $681K
|
6.17K
$814K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.14K+ 89.35% |
$634K - $678K
|
13K
$1.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.07K+ 0.74% |
$627K - $670K
|
822K
$108M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.01K+ 297.03% |
$621K - $663K
|
8.03K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
5.88K+ 4.74% |
$608K - $649K
|
130K
$17.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.72K+ 1.15% |
$591K - $632K
|
502K
$66.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
5.68K+ 19.92% |
$586K - $626K
|
34.2K
$4.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
5.48KNew |
$567K - $605K
|
5.48K
$723K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.43K+ 15.26% |
$561K - $599K
|
41K
$5.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.35K+ 11.37% |
$553K - $590K
|
52.4K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.28K+ 177.96% |
$546K - $583K
|
8.25K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
5.28K+ 1.51% |
$545K - $582K
|
354K
$46.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.25K+ 5.47% |
$543K - $580K
|
101K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.25K+ 15.76% |
$542K - $579K
|
38.5K
$5.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.17K+ 32.12% |
$534K - $570K
|
21.3K
$2.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
5.14KNew |
$531K - $567K
|
5.14K
$678K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 89.1% |
$529K - $565K
|
10.9K
$1.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
5.09KNew |
$526K - $562K
|
5.09K
$671K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5K+ 0.24% |
$517K - $552K
|
2.13M
$281M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.97K+ 6.82% |
$513K - $548K
|
77.8K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
4.92K+ 49.59% |
$509K - $543K
|
14.8K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.91KNew |
$508K - $542K
|
4.91K
$648K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.88KNew |
$504K - $538K
|
4.88K
$643K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.81KNew |
$496K - $530K
|
4.81K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.8KNew |
$496K - $530K
|
4.8K
$633K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.73K+ 0.98% |
$489K - $522K
|
490K
$64.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.71K+ 38.21% |
$486K - $519K
|
17K
$2.24M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.69K+ 1.27% |
$484K - $517K
|
373K
$49.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.64K+ 58.54% |
$479K - $512K
|
12.6K
$1.66M
|