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
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.57K- 43.24% |
$154K - $175K
|
2.05K
$277K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.57K- 1.7% |
$155K - $175K
|
90.7K
$12.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.58K- 92.11% |
$156K - $176K
|
135
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.63K- 1.4% |
$161K - $182K
|
115K
$15.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.65K- 25.7% |
$162K - $184K
|
4.76K
$641K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.28% |
$163K - $185K
|
127K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.69K- 3.66% |
$166K - $188K
|
44.3K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.69K- 20.39% |
$167K - $189K
|
6.6K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.71K- 9.45% |
$168K - $191K
|
16.3K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.72K- 1.26% |
$169K - $192K
|
134K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.72K- 4.83% |
$170K - $193K
|
34K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.74K- 9.97% |
$172K - $194K
|
15.7K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 6.58% |
$174K - $198K
|
25.1K
$3.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.77K- 71.88% |
$175K - $198K
|
693
$93.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 25.85% |
$175K - $199K
|
5.1K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.78K- 0.11% |
$176K - $199K
|
1.55M
$209M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.82K- 0.74% |
$179K - $203K
|
245K
$33M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.84K- 6.16% |
$181K - $205K
|
28K
$3.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.84K- 1.13% |
$182K - $206K
|
161K
$21.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.86K- 1.26% |
$184K - $208K
|
145K
$19.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.94K- 5.57% |
$191K - $217K
|
32.9K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.95K- 10.38% |
$192K - $218K
|
16.8K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.95K- 5.07% |
$193K - $219K
|
36.6K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.98K- 8.83% |
$195K - $221K
|
20.4K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-1.98K- 7.95% |
$195K - $221K
|
22.9K
$3.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.03K- 27.48% |
$200K - $226K
|
5.35K
$720K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.05K- 66.59% |
$202K - $229K
|
1.03K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-2.1K- 6.04% |
$207K - $235K
|
32.7K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.14K- 0.43% |
$211K - $239K
|
494K
$66.5M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.14K- 8.09% |
$211K - $239K
|
24.3K
$3.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.15K- 33.57% |
$212K - $240K
|
4.25K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.18K- 17.25% |
$215K - $244K
|
10.5K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-2.2K- 31.58% |
$217K - $246K
|
4.77K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.24K- 2.74% |
$221K - $250K
|
79.4K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.26K- 20.95% |
$223K - $253K
|
8.52K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.26K- 6.56% |
$223K - $253K
|
32.2K
$4.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.28K- 7.34% |
$225K - $255K
|
28.8K
$3.88M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-2.31K- 7.44% |
$228K - $258K
|
28.7K
$3.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.31K- 7.38% |
$228K - $259K
|
29K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.33K- 22.44% |
$230K - $260K
|
8.05K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.35K- 23.19% |
$232K - $263K
|
7.8K
$1.05M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.4K- 18.17% |
$236K - $268K
|
10.8K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.4K- 40.07% |
$237K - $268K
|
3.59K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-2.41K- 9.86% |
$237K - $269K
|
22K
$2.96M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 7.46% |
$238K - $270K
|
29.9K
$4.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-2.46K- 8.45% |
$242K - $275K
|
26.6K
$3.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.46K- 2.97% |
$243K - $275K
|
80.2K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.52K- 10.34% |
$248K - $281K
|
21.8K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.54K- 2.36% |
$251K - $285K
|
105K
$14.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.56K- 17.29% |
$253K - $287K
|
12.3K
$1.65M
|