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 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.55K+ 28.98% |
$470K - $501K
|
20.2K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.54KNew |
$469K - $501K
|
4.54K
$598K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.54K+ 2.69% |
$469K - $501K
|
173K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.4K+ 6.14% |
$455K - $485K
|
76.1K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.32K+ 3.45% |
$446K - $477K
|
130K
$17.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.24K+ 3.01% |
$438K - $468K
|
145K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.2K+ 5185.19% |
$434K - $463K
|
4.28K
$564K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.17KNew |
$431K - $460K
|
4.17K
$549K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.02K+ 49.48% |
$415K - $443K
|
12.1K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.91K+ 5.27% |
$404K - $431K
|
78K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.84K+ 61.93% |
$397K - $424K
|
10K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.84K+ 2.01% |
$396K - $423K
|
195K
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.77KNew |
$389K - $416K
|
3.77K
$496K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.75K+ 18.54% |
$387K - $413K
|
24K
$3.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.72K+ 6.06% |
$384K - $411K
|
65.1K
$8.58M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.71K+ 28.83% |
$384K - $410K
|
16.6K
$2.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.68K+ 99.92% |
$380K - $406K
|
7.36K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$376K - $402K
|
3.64K
$480K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
3.63K+ 4.7% |
$375K - $401K
|
81K
$10.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.63K+ 9.5% |
$375K - $400K
|
41.8K
$5.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.6K+ 3.95% |
$372K - $397K
|
94.5K
$12.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.55K+ 28.56% |
$367K - $392K
|
16K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.55KNew |
$366K - $391K
|
3.55K
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.53K+ 2.95% |
$365K - $390K
|
123K
$16.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.5K+ 5.44% |
$362K - $386K
|
67.9K
$8.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.47K+ 18.84% |
$359K - $383K
|
21.9K
$2.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.47KNew |
$358K - $383K
|
3.47K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.45KNew |
$356K - $380K
|
3.45K
$454K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.44K+ 2.16% |
$356K - $380K
|
163K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.43K+ 1.92% |
$355K - $379K
|
183K
$24.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.38KNew |
$349K - $373K
|
3.38K
$445K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.3K+ 4.34% |
$341K - $364K
|
79.3K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.28KNew |
$339K - $362K
|
3.28K
$432K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.28K+ 5.49% |
$338K - $361K
|
62.9K
$8.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.28KNew |
$338K - $361K
|
3.28K
$431K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.19KNew |
$330K - $352K
|
3.19K
$420K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
3.11KNew |
$321K - $343K
|
3.11K
$410K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.11K+ 2.6% |
$321K - $343K
|
123K
$16.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 38.52% |
$320K - $342K
|
11.1K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
3.08K+ 152.67% |
$319K - $340K
|
5.1K
$672K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.08K+ 24.52% |
$318K - $339K
|
15.6K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
3.06K+ 1.38% |
$316K - $337K
|
224K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3K+ 1.4% |
$310K - $331K
|
218K
$28.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3KNew |
$309K - $330K
|
3K
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 14.83% |
$301K - $322K
|
22.6K
$2.97M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.88K+ 3.22% |
$298K - $318K
|
92.4K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.78K+ 202.92% |
$287K - $306K
|
4.14K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.77K+ 8.73% |
$286K - $306K
|
34.5K
$4.54M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.76K+ 16.2% |
$285K - $304K
|
19.8K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.74K+ 1.24% |
$283K - $303K
|
224K
$29.5M
|