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 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-498- 2.56% |
$49.2K - $55.7K
|
19K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-499- 3.79% |
$49.3K - $55.8K
|
12.7K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-500- 9.65% |
$49.4K - $55.9K
|
4.68K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-501- 4.26% |
$49.5K - $56K
|
11.3K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-509- 6.08% |
$50.2K - $56.9K
|
7.86K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-509- 11.71% |
$50.2K - $56.9K
|
3.84K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-511- 2.68% |
$50.4K - $57.2K
|
18.6K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-511- 4.68% |
$50.4K - $57.2K
|
10.4K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-520- 13.33% |
$51.3K - $58.2K
|
3.38K
$455K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-527- 8.85% |
$52K - $58.9K
|
5.43K
$730K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-535- 0.57% |
$52.8K - $59.8K
|
92.8K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-537- 11.28% |
$53K - $60.1K
|
4.22K
$568K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-545- 1.51% |
$53.8K - $61K
|
35.7K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-548- 9.91% |
$54.1K - $61.3K
|
4.98K
$670K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-550- 11.47% |
$54.3K - $61.5K
|
4.25K
$571K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-550- 23.47% |
$54.3K - $61.5K
|
1.79K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-558- 0.87% |
$55.1K - $62.4K
|
63.5K
$8.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-562- 3.56% |
$55.5K - $62.9K
|
15.2K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-562- 2.01% |
$55.5K - $62.9K
|
27.4K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-565- 0.12% |
$55.8K - $63.2K
|
476K
$64M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-570- 8.56% |
$56.3K - $63.7K
|
6.09K
$819K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-573- 2.79% |
$56.6K - $64.1K
|
20K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-589- 11.54% |
$58.1K - $65.9K
|
4.52K
$607K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-596- 3.41% |
$58.8K - $66.7K
|
16.9K
$2.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-599- 9.33% |
$59.1K - $67K
|
5.82K
$783K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-601- 10.96% |
$59.3K - $67.2K
|
4.88K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-609- 8.14% |
$60.1K - $68.1K
|
6.88K
$925K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-614- 9.52% |
$60.6K - $68.7K
|
5.84K
$785K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-621- 0.64% |
$61.3K - $69.5K
|
96.7K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-622- 22.3% |
$61.4K - $69.6K
|
2.17K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-624- 13.53% |
$61.6K - $69.8K
|
3.99K
$536K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-625- 6.7% |
$61.7K - $69.9K
|
8.7K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-627- 0.37% |
$61.9K - $70.1K
|
169K
$22.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-635- 25.98% |
$62.7K - $71K
|
1.81K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-644- 3.78% |
$63.6K - $72K
|
16.4K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-645- 0.48% |
$63.7K - $72.1K
|
133K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-685- 6.59% |
$67.6K - $76.6K
|
9.72K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-688- 22.89% |
$67.9K - $76.9K
|
2.32K
$312K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-692- 3.16% |
$68.3K - $77.4K
|
21.2K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-700- 10.06% |
$69.1K - $78.3K
|
6.26K
$841K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-703- 4.51% |
$69.4K - $78.6K
|
14.9K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-704- 5.77% |
$69.5K - $78.7K
|
11.5K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-705- 4.17% |
$69.6K - $78.8K
|
16.2K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-716- 3.35% |
$70.7K - $80.1K
|
20.6K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-720- 9.27% |
$71.1K - $80.5K
|
7.05K
$948K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-721- 10.24% |
$71.2K - $80.6K
|
6.32K
$850K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-722- 0.61% |
$71.3K - $80.7K
|
118K
$15.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-739- 16.16% |
$72.9K - $82.6K
|
3.84K
$516K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-755- 4.92% |
$74.5K - $84.4K
|
14.6K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-755- 18.02% |
$74.5K - $84.4K
|
3.44K
$462K
|