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 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.62% |
$4.94K - $5.59K
|
8.14K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 0.34% |
$4.94K - $5.59K
|
14.9K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
49+ 0.99% |
$4.84K - $5.48K
|
5.02K
$671K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
45+ 0.52% |
$4.44K - $5.03K
|
8.69K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
43+ 0.03% |
$4.24K - $4.81K
|
134K
$18M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
40+ 1.69% |
$3.95K - $4.47K
|
2.41K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.97% |
$3.75K - $4.25K
|
3.94K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
37+ 0.97% |
$3.65K - $4.14K
|
3.84K
$513K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
37New |
$3.65K - $4.14K
|
37
$4.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
36+ 0.55% |
$3.55K - $4.03K
|
6.59K
$881K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
35+ 17.16% |
$3.45K - $3.91K
|
239
$31.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
35+ 1.56% |
$3.45K - $3.91K
|
2.29K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
34+ 0.5% |
$3.36K - $3.8K
|
6.88K
$919K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
31+ 0.75% |
$3.06K - $3.47K
|
4.16K
$555K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
29New |
$2.86K - $3.24K
|
29
$3.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
29+ 1.03% |
$2.86K - $3.24K
|
2.83K
$378K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
27New |
$2.67K - $3.02K
|
27
$3.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
25+ 0.33% |
$2.47K - $2.8K
|
7.55K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25+ 0.61% |
$2.47K - $2.8K
|
4.15K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 0.54% |
$2.47K - $2.8K
|
4.62K
$618K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
24+ 0.66% |
$2.37K - $2.68K
|
3.68K
$492K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
22+ 0.97% |
$2.17K - $2.46K
|
2.3K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
22+ 0.72% |
$2.17K - $2.46K
|
3.07K
$411K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
22+ 1.15% |
$2.17K - $2.46K
|
1.93K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22+ 0.41% |
$2.17K - $2.46K
|
5.4K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 0.84% |
$1.97K - $2.24K
|
2.41K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19+ 0.51% |
$1.88K - $2.12K
|
3.71K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19+ 3.51% |
$1.88K - $2.12K
|
560
$74.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
18+ 0.39% |
$1.78K - $2.01K
|
4.66K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.62% |
$1.68K - $1.9K
|
2.78K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.75% |
$1.68K - $1.9K
|
2.29K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
17+ 0.61% |
$1.68K - $1.9K
|
2.83K
$378K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
16+ 0.2% |
$1.58K - $1.79K
|
7.95K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
16+ 0.13% |
$1.58K - $1.79K
|
12.3K
$1.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.32% |
$1.48K - $1.68K
|
4.71K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 1.42% |
$1.48K - $1.68K
|
1.08K
$144K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
14+ 0.52% |
$1.38K - $1.57K
|
2.72K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.94% |
$1.38K - $1.57K
|
1.51K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
14New |
$1.38K - $1.57K
|
14
$1.87K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.97% |
$1.28K - $1.45K
|
1.35K
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
13+ 0.58% |
$1.28K - $1.45K
|
2.27K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
12+ 0.51% |
$1.18K - $1.34K
|
2.34K
$313K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.32% |
$987 - $1.12K
|
3.11K
$415K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
10+ 0.16% |
$987 - $1.12K
|
6.18K
$826K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10+ 0.35% |
$987 - $1.12K
|
2.87K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.94% |
$987 - $1.12K
|
1.08K
$144K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.94% |
$987 - $1.12K
|
1.08K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.24% |
$888 - $1.01K
|
3.8K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.23% |
$790 - $895
|
3.5K
$468K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
8+ 0.01% |
$790 - $895
|
54.3K
$7.25M
|