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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 1.68% |
$181K - $193K
|
106K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.74K+ 5.66% |
$180K - $192K
|
32.5K
$4.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.73K+ 7.85% |
$179K - $191K
|
23.7K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72K+ 18.68% |
$178K - $190K
|
11K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.72K+ 2.54% |
$178K - $190K
|
69.5K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.71KNew |
$177K - $189K
|
1.71K
$225K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.71KNew |
$177K - $189K
|
1.71K
$225K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.68K+ 0.48% |
$174K - $186K
|
352K
$46.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.68K+ 4.79% |
$174K - $185K
|
36.8K
$4.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.68K+ 11.8% |
$173K - $185K
|
15.9K
$2.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.66K+ 56.04% |
$171K - $183K
|
4.61K
$608K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
1.66K+ 1.61% |
$171K - $183K
|
104K
$13.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.65K+ 36.34% |
$171K - $183K
|
6.21K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.65K+ 1.64% |
$170K - $182K
|
102K
$13.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.64K+ 2309.86% |
$169K - $181K
|
1.71K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.64K+ 9.81% |
$169K - $181K
|
18.3K
$2.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.63K+ 34.25% |
$169K - $180K
|
6.4K
$844K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.63K+ 2.37% |
$168K - $180K
|
70.3K
$9.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.63K+ 4.91% |
$168K - $180K
|
34.8K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.63K+ 0.29% |
$168K - $180K
|
556K
$73.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.6K+ 1.07% |
$165K - $176K
|
151K
$19.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.56K+ 1.66% |
$161K - $172K
|
95.6K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 52.75% |
$154K - $164K
|
4.31K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.48K+ 29.29% |
$152K - $163K
|
6.51K
$859K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.44K+ 17.16% |
$149K - $159K
|
9.84K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.43K+ 9.08% |
$147K - $157K
|
17.2K
$2.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.42K+ 7.41% |
$147K - $157K
|
20.6K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.41K+ 0.53% |
$146K - $156K
|
267K
$35.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 9.57% |
$144K - $154K
|
16K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.39K+ 4.8% |
$144K - $154K
|
30.5K
$4.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.39K+ 1.44% |
$143K - $153K
|
98.1K
$12.9M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.36K+ 1.47% |
$141K - $150K
|
93.9K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.36K+ 0.23% |
$140K - $150K
|
585K
$77.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.35K+ 14.51% |
$139K - $149K
|
10.7K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.34K+ 23.15% |
$139K - $148K
|
7.13K
$941K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.33K+ 6.73% |
$138K - $147K
|
21.1K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
1.3K+ 28.87% |
$134K - $143K
|
5.79K
$764K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.29KNew |
$133K - $142K
|
1.29K
$169K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.27K+ 4.28% |
$132K - $141K
|
31.1K
$4.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 10.19% |
$131K - $140K
|
13.7K
$1.81M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.26K+ 12.54% |
$130K - $139K
|
11.3K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.25K+ 6.03% |
$129K - $138K
|
22K
$2.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.24K+ 7.28% |
$128K - $136K
|
18.2K
$2.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 3.54% |
$127K - $136K
|
36.1K
$4.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.22K+ 1.81% |
$126K - $134K
|
68.6K
$9.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.2K+ 3.2% |
$124K - $132K
|
38.6K
$5.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.15K+ 14.61% |
$119K - $127K
|
9K
$1.19M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.14K+ 25.51% |
$118K - $126K
|
5.61K
$740K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.14K+ 6.44% |
$118K - $126K
|
18.8K
$2.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 1.32% |
$116K - $124K
|
86.4K
$11.4M
|