Purchases and Sales Made in Q4 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.28MNew |
$225M - $255M
|
2.28M
$306M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.48MNew |
$146M - $165M
|
1.48M
$199M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
872KNew |
$86.1M - $97.6M
|
872K
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
631K+ 39.26% |
$62.3M - $70.6M
|
2.24M
$301M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587KNew |
$57.9M - $65.6M
|
587K
$78.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
523KNew |
$51.6M - $58.4M
|
523K
$70.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
374K+ 456.61% |
$36.9M - $41.9M
|
456K
$61.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
361K+ 27.36% |
$35.6M - $40.3M
|
1.68M
$226M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
280K+ 341.73% |
$27.7M - $31.3M
|
362K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234K+ 10.3% |
$23.1M - $26.1M
|
2.5M
$337M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
200K+ 4079.09% |
$19.8M - $22.4M
|
205K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
187K+ 3.98% |
$18.4M - $20.9M
|
4.88M
$657M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
185K+ 11.06% |
$18.2M - $20.7M
|
1.85M
$249M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
169K+ 5.21% |
$16.7M - $18.9M
|
3.42M
$460M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
158KNew |
$15.6M - $17.6M
|
158K
$21.2M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
144KNew |
$14.2M - $16.1M
|
144K
$19.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
134KNew |
$13.2M - $14.9M
|
134K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
131KNew |
$13M - $14.7M
|
131K
$17.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
130K+ 32.77% |
$12.8M - $14.5M
|
525K
$70.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
125KNew |
$12.3M - $13.9M
|
125K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
120K+ 27.45% |
$11.8M - $13.4M
|
557K
$74.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 2.92% |
$11.4M - $12.9M
|
4.06M
$546M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$10.9M - $12.4M
|
111K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
109K+ 107.24% |
$10.7M - $12.2M
|
210K
$28.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97.2K+ 5.62% |
$9.59M - $10.9M
|
1.83M
$246M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.4K+ 2.21% |
$9.42M - $10.7M
|
4.41M
$593M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
93.8K+ 3126.28% |
$9.25M - $10.5M
|
96.8K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
90KNew |
$8.88M - $10.1M
|
90K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
85.3KNew |
$8.42M - $9.54M
|
85.3K
$11.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83.7K+ 100.63% |
$8.27M - $9.36M
|
167K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
74.8K+ 8973.38% |
$7.39M - $8.37M
|
75.7K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
70.9KNew |
$7M - $7.93M
|
70.9K
$9.54M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
67.7K+ 49.87% |
$6.68M - $7.57M
|
203K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
65.2KNew |
$6.44M - $7.3M
|
65.2K
$8.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
63.1K+ 1239.55% |
$6.23M - $7.06M
|
68.2K
$9.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
58.2KNew |
$5.74M - $6.5M
|
58.2K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
57.8KNew |
$5.71M - $6.47M
|
57.8K
$7.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
56.2K+ 484.91% |
$5.54M - $6.28M
|
67.7K
$9.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
49.4KNew |
$4.88M - $5.53M
|
49.4K
$6.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
46.7K+ 65.54% |
$4.61M - $5.22M
|
118K
$15.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
46KNew |
$4.54M - $5.14M
|
46K
$6.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46K+ 41.42% |
$4.54M - $5.14M
|
157K
$21.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.7KNew |
$4.51M - $5.11M
|
45.7K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
45.1KNew |
$4.45M - $5.05M
|
45.1K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
42.9K+ 208.87% |
$4.23M - $4.79M
|
63.4K
$8.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
41.2K+ 124.43% |
$4.07M - $4.61M
|
74.3K
$9.99M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41.1K+ 206.96% |
$4.05M - $4.59M
|
60.9K
$8.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
37.5K+ 5.1% |
$3.7M - $4.2M
|
773K
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37.4K+ 495.69% |
$3.69M - $4.18M
|
45K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
37.2K+ 2.29% |
$3.67M - $4.16M
|
1.66M
$224M
|