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 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
805+ 25.02% |
$79.5K - $90K
|
4.02K
$538K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
792+ 14.01% |
$78.2K - $88.6K
|
6.45K
$861K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
785+ 1.08% |
$77.5K - $87.8K
|
73.7K
$9.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
784+ 4.94% |
$77.4K - $87.7K
|
16.7K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
779+ 4.62% |
$76.9K - $87.1K
|
17.6K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
778+ 4.63% |
$76.8K - $87K
|
17.6K
$2.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
777+ 15.22% |
$76.7K - $86.9K
|
5.88K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
759+ 7.82% |
$74.9K - $84.9K
|
10.5K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
741+ 3.09% |
$73.1K - $82.9K
|
24.8K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
740+ 21.87% |
$73K - $82.8K
|
4.12K
$551K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
735+ 1.76% |
$72.6K - $82.2K
|
42.6K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
724+ 1.1% |
$71.5K - $81K
|
66.5K
$8.88M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
719+ 15.0% |
$71K - $80.4K
|
5.51K
$736K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
703+ 2.84% |
$69.4K - $78.6K
|
25.5K
$3.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
700+ 9.82% |
$69.1K - $78.3K
|
7.83K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
700New |
$69.1K - $78.3K
|
700
$93.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
697+ 1.46% |
$68.8K - $78K
|
48.5K
$6.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
694+ 6.71% |
$68.5K - $77.6K
|
11K
$1.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
694+ 3.63% |
$68.5K - $77.6K
|
19.8K
$2.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
686+ 2.25% |
$67.7K - $76.7K
|
31.1K
$4.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
675+ 10.31% |
$66.6K - $75.5K
|
7.22K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
664+ 24.65% |
$65.5K - $74.3K
|
3.36K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
658+ 5.36% |
$65K - $73.6K
|
12.9K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
656+ 13.28% |
$64.8K - $73.4K
|
5.59K
$747K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
648+ 3.87% |
$64K - $72.5K
|
17.4K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
644+ 5.73% |
$63.6K - $72K
|
11.9K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
644+ 8.74% |
$63.6K - $72K
|
8.02K
$1.07M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
644+ 5.73% |
$63.6K - $72K
|
11.9K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
634+ 2.02% |
$62.6K - $70.9K
|
32.1K
$4.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
622+ 4.53% |
$61.4K - $69.6K
|
14.4K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
610+ 10.13% |
$60.2K - $68.2K
|
6.63K
$886K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
609+ 5.81% |
$60.1K - $68.1K
|
11.1K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
604New |
$59.6K - $67.6K
|
604
$80.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
602+ 1.14% |
$59.4K - $67.3K
|
53.2K
$7.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
601+ 6.44% |
$59.3K - $67.2K
|
9.93K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
600New |
$59.2K - $67.1K
|
600
$80.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
593+ 1.06% |
$58.5K - $66.3K
|
56.7K
$7.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
593+ 5.95% |
$58.5K - $66.3K
|
10.6K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
587+ 0.42% |
$57.9K - $65.7K
|
141K
$18.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
566+ 6.28% |
$55.9K - $63.3K
|
9.59K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
558+ 0.82% |
$55.1K - $62.4K
|
68.8K
$9.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
557+ 3.08% |
$55K - $62.3K
|
18.6K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
555+ 6.33% |
$54.8K - $62.1K
|
9.32K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
551+ 0.91% |
$54.4K - $61.6K
|
61.2K
$8.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
545+ 2.27% |
$53.8K - $61K
|
24.6K
$3.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
541+ 8.01% |
$53.4K - $60.5K
|
7.3K
$975K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
535+ 1.69% |
$52.8K - $59.8K
|
32.3K
$4.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
526New |
$51.9K - $58.8K
|
526
$70.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
518+ 19.85% |
$51.1K - $57.9K
|
3.13K
$418K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
516New |
$50.9K - $57.7K
|
516
$68.9K
|