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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
515+ 3.75% |
$50.8K - $57.6K
|
14.2K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
509+ 1.53% |
$50.2K - $56.9K
|
33.8K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
507+ 0.89% |
$50K - $56.7K
|
57.3K
$7.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
506+ 18.01% |
$49.9K - $56.6K
|
3.32K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
500+ 2.47% |
$49.4K - $55.9K
|
20.8K
$2.79M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
491+ 4.48% |
$48.5K - $54.9K
|
11.4K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
489+ 4.59% |
$48.3K - $54.7K
|
11.1K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
484+ 13.21% |
$47.8K - $54.1K
|
4.15K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
481+ 1.5% |
$47.5K - $53.8K
|
32.6K
$4.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
479+ 3.46% |
$47.3K - $53.6K
|
14.3K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
473+ 14.94% |
$46.7K - $52.9K
|
3.64K
$489K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
471+ 7.31% |
$46.5K - $52.7K
|
6.91K
$930K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
455+ 1.31% |
$44.9K - $50.9K
|
35.2K
$4.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
437New |
$43.1K - $48.9K
|
437
$58.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
437+ 19.77% |
$43.1K - $48.9K
|
2.65K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
436+ 8.91% |
$43K - $48.8K
|
5.33K
$717K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
433+ 5.84% |
$42.7K - $48.4K
|
7.85K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
428+ 0.6% |
$42.2K - $47.9K
|
71.7K
$9.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
416+ 0.72% |
$41.1K - $46.5K
|
58.1K
$7.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
409New |
$40.4K - $45.7K
|
409
$55K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
406+ 2.68% |
$40.1K - $45.4K
|
15.5K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
404New |
$39.9K - $45.2K
|
404
$54.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 5.72% |
$39.5K - $44.7K
|
7.4K
$994K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
394+ 1.61% |
$38.9K - $44.1K
|
24.9K
$3.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
389+ 15.81% |
$38.4K - $43.5K
|
2.85K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
387+ 48.01% |
$38.2K - $43.3K
|
1.19K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
387+ 5.93% |
$38.2K - $43.3K
|
6.92K
$930K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
374+ 4.7% |
$36.9K - $41.8K
|
8.33K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
367+ 2.34% |
$36.2K - $41K
|
16.1K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
353+ 14.53% |
$34.8K - $39.5K
|
2.78K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
350New |
$34.5K - $39.1K
|
350
$47.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
349+ 11.97% |
$34.4K - $39K
|
3.27K
$439K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
307New |
$30.3K - $34.3K
|
307
$41.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$29.6K - $33.6K
|
300
$40.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
298+ 9.61% |
$29.4K - $33.3K
|
3.4K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
296+ 1.87% |
$29.2K - $33.1K
|
16.2K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
295+ 0.31% |
$29.1K - $33K
|
94.8K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
294New |
$29K - $32.9K
|
294
$39.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
290+ 5.8% |
$28.6K - $32.4K
|
5.29K
$711K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
287+ 7.11% |
$28.3K - $32.1K
|
4.33K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
286+ 7.38% |
$28.2K - $32K
|
4.16K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
286New |
$28.2K - $32K
|
286
$38.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
284+ 3.74% |
$28K - $31.8K
|
7.87K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
280+ 9.58% |
$27.6K - $31.3K
|
3.2K
$431K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
276+ 13.14% |
$27.2K - $30.9K
|
2.38K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
273+ 4.31% |
$26.9K - $30.5K
|
6.61K
$889K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
272+ 0.49% |
$26.8K - $30.4K
|
55.7K
$7.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
270+ 19.79% |
$26.7K - $30.2K
|
1.63K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
270+ 0.66% |
$26.7K - $30.2K
|
41.3K
$5.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
265+ 1.58% |
$26.2K - $29.6K
|
17.1K
$2.3M
|