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 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
107+ 3.21% |
$10.6K - $12K
|
3.44K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 0.29% |
$10.6K - $12K
|
37.1K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
106+ 3.78% |
$10.5K - $11.9K
|
2.91K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
103+ 2.47% |
$10.2K - $11.5K
|
4.27K
$575K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
102+ 0.24% |
$10.1K - $11.4K
|
42.8K
$5.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
101+ 1.72% |
$9.97K - $11.3K
|
5.96K
$802K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
101+ 2.36% |
$9.97K - $11.3K
|
4.38K
$589K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
101New |
$9.97K - $11.3K
|
101
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
101+ 0.93% |
$9.97K - $11.3K
|
10.9K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100+ 5.08% |
$9.87K - $11.2K
|
2.07K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 1.05% |
$9.67K - $11K
|
9.45K
$1.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
98+ 0.38% |
$9.67K - $11K
|
25.9K
$3.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
97+ 0.87% |
$9.57K - $10.8K
|
11.3K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
94+ 2.09% |
$9.28K - $10.5K
|
4.59K
$618K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
94+ 0.04% |
$9.28K - $10.5K
|
212K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
94New |
$9.28K - $10.5K
|
94
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
90+ 1.71% |
$8.88K - $10.1K
|
5.35K
$719K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
84+ 5.49% |
$8.29K - $9.39K
|
1.62K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
82New |
$8.09K - $9.17K
|
82
$11K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
82+ 2.37% |
$8.09K - $9.17K
|
3.55K
$477K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
82+ 26.62% |
$8.09K - $9.17K
|
390
$52.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
80+ 1.0% |
$7.9K - $8.95K
|
8.09K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
80+ 0.37% |
$7.9K - $8.95K
|
21.5K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
79+ 0.37% |
$7.8K - $8.84K
|
21.2K
$2.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78+ 2.86% |
$7.7K - $8.72K
|
2.81K
$378K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78+ 1.44% |
$7.7K - $8.72K
|
5.51K
$741K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
78+ 780.0% |
$7.7K - $8.72K
|
88
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 1.04% |
$7.6K - $8.61K
|
7.5K
$1.01M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
75New |
$7.4K - $8.39K
|
75
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 14.49% |
$7.11K - $8.05K
|
569
$76.5K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 14.49% |
$7.11K - $8.05K
|
569
$76.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
70New |
$6.91K - $7.83K
|
70
$9.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
70+ 2.62% |
$6.91K - $7.83K
|
2.74K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
70+ 2.81% |
$6.91K - $7.83K
|
2.56K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
68+ 1.75% |
$6.71K - $7.61K
|
3.94K
$530K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
68+ 0.38% |
$6.71K - $7.61K
|
18.1K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
66+ 0.14% |
$6.51K - $7.38K
|
46.8K
$6.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
65+ 0.05% |
$6.42K - $7.27K
|
134K
$18M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
64+ 0.52% |
$6.32K - $7.16K
|
12.4K
$1.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
63+ 10.24% |
$6.22K - $7.05K
|
678
$91.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
61New |
$6.02K - $6.82K
|
61
$8.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
59+ 0.47% |
$5.82K - $6.6K
|
12.6K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
58+ 0.63% |
$5.73K - $6.49K
|
9.26K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
57+ 1.79% |
$5.63K - $6.37K
|
3.25K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
56+ 54.9% |
$5.53K - $6.26K
|
158
$21.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 0.98% |
$5.43K - $6.15K
|
5.7K
$766K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
54+ 0.51% |
$5.33K - $6.04K
|
10.7K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
54+ 0.11% |
$5.33K - $6.04K
|
48K
$6.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.15% |
$5.23K - $5.93K
|
36.4K
$4.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
51+ 1.4% |
$5.03K - $5.7K
|
3.71K
$498K
|