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 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
$757K
|
|
|
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
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-165- 4.71% |
$16.3K - $18.5K
|
3.34K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-167- 4.82% |
$16.5K - $18.7K
|
3.3K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-172- 0.29% |
$17K - $19.2K
|
58.6K
$7.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-174- 0.29% |
$17.2K - $19.5K
|
59.4K
$7.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-179- 4.7% |
$17.7K - $20K
|
3.63K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-182- 61.9% |
$18K - $20.4K
|
112
$15K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-183- 0.91% |
$18.1K - $20.5K
|
19.9K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-185- 3.17% |
$18.3K - $20.7K
|
5.65K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-190- 10.05% |
$18.8K - $21.2K
|
1.7K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-192- 4.67% |
$19K - $21.5K
|
3.92K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-192- 2.94% |
$19K - $21.5K
|
6.34K
$848K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-201- 11.24% |
$19.8K - $22.5K
|
1.59K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-207- 4.42% |
$20.4K - $23.2K
|
4.48K
$599K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-208- 1.97% |
$20.5K - $23.3K
|
10.3K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-212- 2.24% |
$20.9K - $23.7K
|
9.24K
$1.24M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-218- 3.61% |
$21.5K - $24.4K
|
5.82K
$778K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 1.45% |
$22.7K - $25.7K
|
15.6K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-233- 4.1% |
$23K - $26.1K
|
5.45K
$729K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-233- 3.0% |
$23K - $26.1K
|
7.54K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-234- 2.32% |
$23.1K - $26.2K
|
9.86K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-235- 2.32% |
$23.2K - $26.3K
|
9.87K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-236- 5.24% |
$23.3K - $26.4K
|
4.27K
$571K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-241- 3.28% |
$23.8K - $27K
|
7.11K
$951K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-247- 8.38% |
$24.4K - $27.6K
|
2.7K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-252- 3.66% |
$24.9K - $28.2K
|
6.64K
$888K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-253- 8.11% |
$25K - $28.3K
|
2.87K
$384K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-254- 1.62% |
$25.1K - $28.4K
|
15.4K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-257- 0.63% |
$25.4K - $28.7K
|
40.4K
$5.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-263- 0.48% |
$26K - $29.4K
|
54.9K
$7.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-264- 5.01% |
$26.1K - $29.5K
|
5.01K
$670K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-273- 0.57% |
$26.9K - $30.5K
|
47.5K
$6.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-275- 4.93% |
$27.1K - $30.8K
|
5.3K
$710K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-275- 0.6% |
$27.1K - $30.8K
|
45.6K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-275- 2.07% |
$27.1K - $30.8K
|
13K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-276- 2.13% |
$27.2K - $30.9K
|
12.7K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-277- 1.75% |
$27.3K - $31K
|
15.6K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-279- 3.25% |
$27.5K - $31.2K
|
8.31K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-280- 9.16% |
$27.6K - $31.3K
|
2.78K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-280- 12.09% |
$27.6K - $31.3K
|
2.04K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-283- 2.99% |
$27.9K - $31.7K
|
9.19K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-285- 3.54% |
$28.1K - $31.9K
|
7.77K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-288- 49.4% |
$28.4K - $32.2K
|
295
$39.5K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-292- 4.81% |
$28.8K - $32.7K
|
5.78K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-297- 10.96% |
$29.3K - $33.2K
|
2.41K
$323K
|