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 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
583+ 16.59% |
$60.2K - $64.3K
|
4.1K
$540K
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
582+ 2.41% |
$60.1K - $64.2K
|
24.8K
$3.26M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
577+ 31.16% |
$59.6K - $63.7K
|
2.43K
$320K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
566+ 4.49% |
$58.5K - $62.5K
|
13.2K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
557+ 26.63% |
$57.5K - $61.5K
|
2.65K
$349K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
553+ 3.67% |
$57.1K - $61K
|
15.6K
$2.06M
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
553+ 1.52% |
$57.1K - $61K
|
36.8K
$4.85M
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
552+ 6.42% |
$57K - $60.9K
|
9.15K
$1.21M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
548+ 8.58% |
$56.6K - $60.5K
|
6.94K
$913K
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
545+ 0.21% |
$56.3K - $60.1K
|
263K
$34.7M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
544+ 5.09% |
$56.2K - $60K
|
11.2K
$1.48M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
541+ 15.47% |
$55.9K - $59.7K
|
4.04K
$532K
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
532+ 0.43% |
$55K - $58.7K
|
123K
$16.2M
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
528+ 1.53% |
$54.6K - $58.3K
|
34.9K
$4.6M
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
512+ 22.96% |
$52.9K - $56.5K
|
2.74K
$361K
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
506+ 2.53% |
$52.3K - $55.8K
|
20.5K
$2.7M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
506+ 5.73% |
$52.3K - $55.8K
|
9.33K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
506+ 0.67% |
$52.3K - $55.8K
|
76K
$10M
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
503+ 1.25% |
$52K - $55.5K
|
40.6K
$5.35M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
500+ 2.53% |
$51.7K - $55.2K
|
20.3K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
500+ 4.99% |
$51.7K - $55.2K
|
10.5K
$1.39M
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
498+ 0.51% |
$51.5K - $54.9K
|
99K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
484+ 4.8% |
$50K - $53.4K
|
10.6K
$1.39M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
482+ 1.02% |
$49.8K - $53.2K
|
47.5K
$6.26M
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
481+ 8.93% |
$49.7K - $53.1K
|
5.87K
$773K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
475+ 0.87% |
$49.1K - $52.4K
|
55.1K
$7.26M
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
472+ 11.96% |
$48.8K - $52.1K
|
4.42K
$582K
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
465+ 6.37% |
$48K - $51.3K
|
7.77K
$1.02M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
455+ 10.15% |
$47K - $50.2K
|
4.94K
$650K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
451New |
$46.6K - $49.8K
|
451
$59.4K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
447+ 0.44% |
$46.2K - $49.3K
|
103K
$13.5M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
445+ 380.34% |
$46K - $49.1K
|
562
$74K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
436+ 8.79% |
$45K - $48.1K
|
5.4K
$710K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
422+ 14.43% |
$43.6K - $46.6K
|
3.35K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
420+ 215.38% |
$43.4K - $46.3K
|
615
$81K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
410+ 4.98% |
$42.4K - $45.2K
|
8.65K
$1.14M
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
409+ 10.67% |
$42.3K - $45.1K
|
4.24K
$558K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
403+ 0.77% |
$41.6K - $44.5K
|
52.6K
$6.93M
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
392+ 0.65% |
$40.5K - $43.3K
|
60.6K
$7.98M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
390+ 51.38% |
$40.3K - $43K
|
1.15K
$151K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
375+ 13.34% |
$38.7K - $41.4K
|
3.19K
$420K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
373New |
$38.5K - $41.2K
|
373
$49.1K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
372+ 69.14% |
$38.4K - $41K
|
910
$120K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
365+ 5.4% |
$37.7K - $40.3K
|
7.13K
$939K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
358+ 2.25% |
$37K - $39.5K
|
16.3K
$2.14M
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
350+ 1.1% |
$36.2K - $38.6K
|
32.3K
$4.26M
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
350+ 7.11% |
$36.2K - $38.6K
|
5.27K
$694K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
341+ 2.15% |
$35.2K - $37.6K
|
16.2K
$2.14M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
341+ 1.39% |
$35.2K - $37.6K
|
24.9K
$3.27M
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
325+ 6.71% |
$33.6K - $35.9K
|
5.17K
$681K
|