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 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.34K- 46.58% |
$429K - $486K
|
4.98K
$671K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 5.61% |
$432K - $489K
|
73.5K
$9.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.39K- 12.81% |
$433K - $491K
|
29.9K
$4.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-4.39K- 20.03% |
$433K - $491K
|
17.5K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-4.54K- 26.68% |
$448K - $508K
|
12.5K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.61K- 6.06% |
$455K - $516K
|
71.4K
$9.63M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.64K- 4.94% |
$458K - $519K
|
89.3K
$12M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.68K- 14.9% |
$462K - $523K
|
26.7K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.69K- 64.36% |
$463K - $524K
|
2.6K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.84K- 3.31% |
$477K - $541K
|
141K
$19M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.86K- 7.17% |
$480K - $543K
|
62.9K
$8.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.89K- 6.64% |
$482K - $547K
|
68.7K
$9.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.03K- 1.63% |
$497K - $563K
|
303K
$40.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5.08K- 10.27% |
$501K - $568K
|
44.4K
$5.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.18K- 5.42% |
$511K - $579K
|
90.3K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.26K- 5.15% |
$519K - $588K
|
96.7K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.31K- 24.89% |
$524K - $594K
|
16K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.36K- 4.36% |
$529K - $600K
|
118K
$15.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5.36K- 33.55% |
$529K - $600K
|
10.6K
$1.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.4K- 12.21% |
$533K - $604K
|
38.8K
$5.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.56K- 95.65% |
$549K - $622K
|
253
$34.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.61K- 27.25% |
$554K - $628K
|
15K
$2.02M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-5.71K- 11.68% |
$563K - $638K
|
43.1K
$5.81M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.73K- 14.19% |
$565K - $641K
|
34.7K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.73K- 41.88% |
$566K - $641K
|
7.95K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.76K- 7.05% |
$568K - $644K
|
75.9K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.76K- 11.48% |
$568K - $644K
|
44.4K
$5.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-5.84K- 47.93% |
$576K - $653K
|
6.34K
$854K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.94K- 1.07% |
$586K - $664K
|
548K
$73.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-5.94K- 2.45% |
$587K - $665K
|
237K
$31.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6K- 34.95% |
$592K - $670K
|
11.2K
$1.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6K- 5.97% |
$592K - $671K
|
94.5K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.01K- 11.43% |
$594K - $672K
|
46.6K
$6.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.06K- 15.71% |
$598K - $678K
|
32.5K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.31K- 20.77% |
$623K - $705K
|
24.1K
$3.24M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.39K- 38.35% |
$631K - $715K
|
10.3K
$1.38M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-6.43K- 16.96% |
$634K - $719K
|
31.5K
$4.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6.46K- 4.99% |
$638K - $723K
|
123K
$16.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.55K- 63.19% |
$646K - $732K
|
3.81K
$514K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-6.64K- 7.32% |
$656K - $743K
|
84.1K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.9K- 7.69% |
$681K - $772K
|
82.9K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-6.9K- 4.01% |
$681K - $772K
|
165K
$22.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.93K- 9.06% |
$684K - $775K
|
69.6K
$9.38M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-6.93K- 55.15% |
$684K - $775K
|
5.64K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-6.94K- 4.9% |
$685K - $776K
|
135K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.94K- 6.15% |
$685K - $776K
|
106K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-7K- 8.2% |
$691K - $782K
|
78.3K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.03K- 6.33% |
$694K - $786K
|
104K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.22K- 67.58% |
$713K - $808K
|
3.47K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.22K- 67.58% |
$713K - $808K
|
3.47K
$467K
|