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 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
250+ 3.57% |
$24.7K - $28K
|
7.25K
$969K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
242+ 2.12% |
$23.9K - $27.1K
|
11.7K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
242+ 7.39% |
$23.9K - $27.1K
|
3.52K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
240+ 3.36% |
$23.7K - $26.8K
|
7.37K
$985K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
237+ 11.85% |
$23.4K - $26.5K
|
2.24K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
236New |
$23.3K - $26.4K
|
236
$31.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
234+ 0.99% |
$23.1K - $26.2K
|
23.9K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
233+ 5.69% |
$23K - $26.1K
|
4.33K
$579K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
233New |
$23K - $26.1K
|
233
$31.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
226New |
$22.3K - $25.3K
|
226
$30.2K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
225+ 0.28% |
$22.2K - $25.2K
|
79.5K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
212+ 9.32% |
$20.9K - $23.7K
|
2.49K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
210+ 9.56% |
$20.7K - $23.5K
|
2.41K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
208+ 0.56% |
$20.5K - $23.3K
|
37K
$4.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
204+ 1.5% |
$20.1K - $22.8K
|
13.8K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
201+ 5.91% |
$19.8K - $22.5K
|
3.6K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
201+ 9.29% |
$19.8K - $22.5K
|
2.36K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
199+ 2.96% |
$19.6K - $22.3K
|
6.91K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
196+ 24.26% |
$19.3K - $21.9K
|
1K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
196+ 2.83% |
$19.3K - $21.9K
|
7.12K
$952K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
190New |
$18.8K - $21.2K
|
190
$25.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
185+ 1.26% |
$18.3K - $20.7K
|
14.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
180+ 5.32% |
$17.8K - $20.1K
|
3.56K
$476K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
178+ 1.12% |
$17.6K - $19.9K
|
16.1K
$2.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
176+ 1.24% |
$17.4K - $19.7K
|
14.3K
$1.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
174+ 5.67% |
$17.2K - $19.5K
|
3.24K
$433K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
168+ 0.39% |
$16.6K - $18.8K
|
42.9K
$5.74M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
167New |
$16.5K - $18.7K
|
167
$22.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
165+ 5.57% |
$16.3K - $18.5K
|
3.13K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
165+ 147.32% |
$16.3K - $18.5K
|
277
$37K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
154+ 5.53% |
$15.2K - $17.2K
|
2.94K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
152+ 0.34% |
$15K - $17K
|
45.3K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
152+ 1.14% |
$15K - $17K
|
13.5K
$1.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 7.48% |
$14.8K - $16.8K
|
2.16K
$288K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
150+ 4.71% |
$14.8K - $16.8K
|
3.34K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
148+ 0.84% |
$14.6K - $16.6K
|
17.7K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
140+ 1.42% |
$13.8K - $15.7K
|
9.98K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
140+ 1.6% |
$13.8K - $15.7K
|
8.88K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
139+ 3.2% |
$13.7K - $15.5K
|
4.49K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
136+ 0.25% |
$13.4K - $15.2K
|
53.9K
$7.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
135+ 1.85% |
$13.3K - $15.1K
|
7.43K
$993K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
132+ 1.5% |
$13K - $14.8K
|
8.95K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
131+ 1.65% |
$12.9K - $14.7K
|
8.05K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
129+ 2.5% |
$12.7K - $14.4K
|
5.3K
$708K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
129+ 0.29% |
$12.7K - $14.4K
|
44.6K
$5.96M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$12.3K - $14K
|
125
$16.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
119+ 11900.0% |
$11.7K - $13.3K
|
120
$16K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.18% |
$11.5K - $13.1K
|
63.8K
$8.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
116+ 1.0% |
$11.5K - $13K
|
11.7K
$1.56M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
114New |
$11.3K - $12.7K
|
114
$15.2K
|