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 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-2.57K- 50.01% |
$254K - $288K
|
2.57K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.63K- 14.84% |
$259K - $294K
|
15.1K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.66K- 13.89% |
$263K - $297K
|
16.5K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.68K- 6.07% |
$264K - $300K
|
41.4K
$5.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.73K- 2.33% |
$270K - $306K
|
115K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.74K- 66.14% |
$271K - $307K
|
1.4K
$189K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.77K- 20.27% |
$274K - $310K
|
10.9K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.79K- 9.19% |
$276K - $312K
|
27.6K
$3.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 2.98% |
$278K - $314K
|
91.6K
$12.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.82K- 19.94% |
$278K - $315K
|
11.3K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.85K- 1.89% |
$282K - $319K
|
148K
$19.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.89K- 1.44% |
$285K - $323K
|
198K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.9K- 1.51% |
$287K - $325K
|
189K
$25.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.94K- 21.89% |
$291K - $329K
|
10.5K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.97K- 5.64% |
$293K - $332K
|
49.7K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.02K- 1.5% |
$298K - $338K
|
198K
$26.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.07K- 50.6% |
$303K - $343K
|
3K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.09K- 4.76% |
$305K - $346K
|
61.9K
$8.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.11K- 1.03% |
$307K - $348K
|
299K
$40.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.12K- 6.85% |
$308K - $349K
|
42.4K
$5.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.21K- 15.33% |
$317K - $359K
|
17.7K
$2.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.21K- 16.49% |
$317K - $359K
|
16.3K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.23K- 1.91% |
$319K - $361K
|
166K
$22.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.27K- 10.12% |
$323K - $366K
|
29.1K
$3.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.31K- 8.41% |
$327K - $370K
|
36K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.33K- 0.1% |
$329K - $373K
|
3.22M
$434M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.34K- 30.47% |
$330K - $374K
|
7.63K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.35K- 16.38% |
$330K - $374K
|
17.1K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.35K- 24.21% |
$330K - $374K
|
10.5K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-3.36K- 1.55% |
$331K - $376K
|
214K
$28.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.51K- 7.64% |
$346K - $392K
|
42.4K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.56K- 1.59% |
$352K - $398K
|
221K
$29.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.57K- 12.74% |
$352K - $399K
|
24.4K
$3.29M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.69K- 56.65% |
$364K - $412K
|
2.82K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.72K- 1.3% |
$367K - $416K
|
282K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.74K- 4.86% |
$369K - $418K
|
73.2K
$9.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.74K- 38.27% |
$369K - $418K
|
6.03K
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.81K- 33.77% |
$376K - $426K
|
7.46K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.84K- 46.17% |
$379K - $430K
|
4.48K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.85K- 18.81% |
$380K - $431K
|
16.6K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 6.83% |
$383K - $434K
|
52.9K
$7.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.9K- 4.94% |
$385K - $436K
|
75.1K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.07K- 20.09% |
$401K - $455K
|
16.2K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.11K- 0.61% |
$406K - $460K
|
674K
$90.8M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 38.98% |
$410K - $465K
|
6.5K
$876K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 38.37% |
$411K - $466K
|
6.69K
$902K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.24K- 1.61% |
$419K - $475K
|
259K
$34.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.31K- 36.61% |
$425K - $482K
|
7.46K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.31K- 53.88% |
$425K - $482K
|
3.69K
$497K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.31K- 6.29% |
$426K - $482K
|
64.3K
$8.66M
|