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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
37.1KNew |
$3.66M - $4.15M
|
37.1K
$4.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
36K+ 55.3% |
$3.55M - $4.03M
|
101K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.7K+ 8.52% |
$3.52M - $3.99M
|
455K
$60.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
34.9K+ 6.55% |
$3.45M - $3.9M
|
568K
$75.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
34KNew |
$3.36M - $3.8M
|
34K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31.9K+ 23.25% |
$3.15M - $3.57M
|
169K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
31.6KNew |
$3.12M - $3.54M
|
31.6K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
31.3KNew |
$3.09M - $3.5M
|
31.3K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
30.5KNew |
$3.01M - $3.41M
|
30.5K
$4.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.8K+ 458.85% |
$2.84M - $3.22M
|
35.1K
$4.68M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
28.5K+ 51.9% |
$2.81M - $3.18M
|
83.3K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
28.2K+ 15.83% |
$2.78M - $3.15M
|
206K
$27.5M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
27.6KNew |
$2.72M - $3.08M
|
27.6K
$3.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
26.8KNew |
$2.65M - $3M
|
26.8K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 7.16% |
$2.62M - $2.97M
|
398K
$53.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
26.6K+ 256.08% |
$2.62M - $2.97M
|
36.9K
$4.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
26.4K+ 9.66% |
$2.61M - $2.95M
|
300K
$40M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
25.4K+ 24.52% |
$2.51M - $2.84M
|
129K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.3K+ 10.41% |
$2.49M - $2.82M
|
268K
$35.8M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25KNew |
$2.46M - $2.79M
|
25K
$3.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
24.1K+ 10.56% |
$2.38M - $2.69M
|
252K
$33.7M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
23.2K+ 6.12% |
$2.29M - $2.6M
|
402K
$53.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23K+ 145.24% |
$2.27M - $2.57M
|
38.9K
$5.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.6K+ 5.91% |
$2.23M - $2.53M
|
406K
$54.2M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
22.5KNew |
$2.22M - $2.52M
|
22.5K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
21.7K+ 11.38% |
$2.15M - $2.43M
|
213K
$28.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
21.3K+ 613.97% |
$2.1M - $2.38M
|
24.8K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
20.9K+ 440.14% |
$2.06M - $2.34M
|
25.6K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
20.9KNew |
$2.06M - $2.33M
|
20.9K
$2.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
20.5K+ 65.6% |
$2.03M - $2.3M
|
51.8K
$6.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.2KNew |
$1.99M - $2.26M
|
20.2K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 3.42% |
$1.98M - $2.24M
|
605K
$80.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
19.8K+ 10.5% |
$1.95M - $2.21M
|
208K
$27.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.7K+ 7.75% |
$1.94M - $2.2M
|
273K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
19.5K+ 8.78% |
$1.92M - $2.18M
|
241K
$32.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
19.4KNew |
$1.92M - $2.17M
|
19.4K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19.4K+ 5.19% |
$1.91M - $2.17M
|
392K
$52.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
19.3K+ 3.04% |
$1.91M - $2.16M
|
654K
$87.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
19.1K+ 21.44% |
$1.88M - $2.13M
|
108K
$14.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
18.9K+ 657.07% |
$1.87M - $2.12M
|
21.8K
$2.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.9K+ 331.52% |
$1.86M - $2.11M
|
24.6K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
18.5K+ 713.14% |
$1.83M - $2.07M
|
21.1K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18.4K+ 5.62% |
$1.82M - $2.06M
|
346K
$46.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18.4K+ 95.98% |
$1.81M - $2.06M
|
37.5K
$5.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 16.98% |
$1.77M - $2.01M
|
124K
$16.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
17.7K+ 60.48% |
$1.74M - $1.97M
|
46.9K
$6.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6K+ 5.84% |
$1.74M - $1.97M
|
319K
$42.6M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6K+ 99.32% |
$1.74M - $1.97M
|
35.3K
$4.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
17.4KNew |
$1.71M - $1.94M
|
17.4K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
17.2K+ 16.95% |
$1.7M - $1.92M
|
119K
$15.8M
|