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 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-71- 0.14% |
$7.01K - $7.94K
|
49.2K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-72- 0.44% |
$7.11K - $8.05K
|
16.3K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-74- 28.14% |
$7.3K - $8.28K
|
189
$25.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 9.97% |
$7.4K - $8.39K
|
677
$90.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-75- 1.33% |
$7.4K - $8.39K
|
5.55K
$742K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-76- 1.72% |
$7.5K - $8.5K
|
4.34K
$580K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-80- 4.63% |
$7.9K - $8.95K
|
1.65K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 2.2% |
$7.9K - $8.95K
|
3.56K
$476K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-88- 2.07% |
$8.69K - $9.84K
|
4.15K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-88- 3.99% |
$8.69K - $9.84K
|
2.12K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-90- 2.35% |
$8.88K - $10.1K
|
3.74K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-91- 2.89% |
$8.98K - $10.2K
|
3.05K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-92- 2.38% |
$9.08K - $10.3K
|
3.77K
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-93- 0.35% |
$9.18K - $10.4K
|
26.2K
$3.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-95- 5.02% |
$9.38K - $10.6K
|
1.8K
$240K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-96- 1.03% |
$9.48K - $10.7K
|
9.25K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-98- 0.29% |
$9.67K - $11K
|
34.3K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-99- 5.38% |
$9.77K - $11.1K
|
1.74K
$232K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-100- 9.67% |
$9.87K - $11.2K
|
934
$125K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 1.51% |
$9.87K - $11.2K
|
6.53K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 0.52% |
$9.87K - $11.2K
|
19.1K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-101- 0.45% |
$9.97K - $11.3K
|
22.4K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-105- 2.5% |
$10.4K - $11.7K
|
4.09K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-107- 4.35% |
$10.6K - $12K
|
2.35K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-108- 0.05% |
$10.7K - $12.1K
|
216K
$28.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-113- 9.83% |
$11.2K - $12.6K
|
1.04K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-114- 17.43% |
$11.3K - $12.7K
|
540
$72.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-114- 0.63% |
$11.3K - $12.7K
|
18K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-116- 2.18% |
$11.5K - $13K
|
5.21K
$695K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-117- 1.73% |
$11.5K - $13.1K
|
6.65K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-120- 0.48% |
$11.8K - $13.4K
|
25.1K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-121- 3.62% |
$11.9K - $13.5K
|
3.23K
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-124- 3.28% |
$12.2K - $13.9K
|
3.66K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-125- 1.2% |
$12.3K - $14K
|
10.3K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-129- 24.16% |
$12.7K - $14.4K
|
405
$54.1K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-129- 24.16% |
$12.7K - $14.4K
|
405
$54.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-130- 2.75% |
$12.8K - $14.5K
|
4.59K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-130- 1.29% |
$12.8K - $14.5K
|
9.95K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-141- 0.82% |
$13.9K - $15.8K
|
17K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-141- 3.8% |
$13.9K - $15.8K
|
3.57K
$477K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-145- 4.55% |
$14.3K - $16.2K
|
3.04K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-147- 0.31% |
$14.5K - $16.4K
|
47K
$6.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-152- 3.1% |
$15K - $17K
|
4.75K
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-153- 1.39% |
$15.1K - $17.1K
|
10.9K
$1.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-156- 5.83% |
$15.4K - $17.4K
|
2.52K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-158- 1.76% |
$15.6K - $17.7K
|
8.82K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-158- 2.72% |
$15.6K - $17.7K
|
5.66K
$756K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-160- 1.14% |
$15.8K - $17.9K
|
13.9K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-160- 1.6% |
$15.8K - $17.9K
|
9.81K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-162- 31.64% |
$16K - $18.1K
|
350
$46.8K
|