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 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-7.23K- 3.48% |
$714K - $809K
|
201K
$27.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.27K- 32.2% |
$717K - $813K
|
15.3K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.28K- 8.51% |
$719K - $814K
|
78.3K
$10.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.33K- 31.17% |
$723K - $820K
|
16.2K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-7.92K- 9.36% |
$782K - $886K
|
76.7K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8.24K- 5.08% |
$813K - $921K
|
154K
$20.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8.25K- 34.02% |
$815K - $923K
|
16K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 59.1% |
$830K - $940K
|
5.82K
$784K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.49K- 44.49% |
$838K - $950K
|
10.6K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-8.55K- 59.78% |
$844K - $956K
|
5.75K
$775K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8.56K- 73.61% |
$845K - $957K
|
3.07K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-8.93K- 78.98% |
$881K - $998K
|
2.38K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.02K- 2.37% |
$890K - $1.01M
|
372K
$50.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9.07K- 4.74% |
$896K - $1.01M
|
182K
$24.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-9.3K- 98.94% |
$918K - $1.04M
|
100
$13.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.34K- 18.12% |
$922K - $1.04M
|
42.2K
$5.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-9.52K- 3.65% |
$940K - $1.07M
|
252K
$33.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9.65K- 10.37% |
$952K - $1.08M
|
83.4K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10K- 9.64% |
$989K - $1.12M
|
93.9K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.2K- 5.41% |
$1.01M - $1.14M
|
179K
$24.1M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-10.3KClosed |
$1.02M - $1.16M
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-10.4K- 10.69% |
$1.03M - $1.16M
|
86.8K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-10.5K- 4.44% |
$1.03M - $1.17M
|
225K
$30.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-11K- 9.8% |
$1.09M - $1.23M
|
102K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-11.2K- 5.83% |
$1.1M - $1.25M
|
181K
$24.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-11.2K- 14.78% |
$1.11M - $1.26M
|
64.8K
$8.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.3K- 14.28% |
$1.11M - $1.26M
|
67.8K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-11.4K- 20.67% |
$1.12M - $1.27M
|
43.6K
$5.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-11.9K- 21.87% |
$1.18M - $1.34M
|
42.7K
$5.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-12.1K- 59.31% |
$1.2M - $1.36M
|
8.33K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-12.6K- 32.3% |
$1.24M - $1.41M
|
26.4K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13.2K- 7.91% |
$1.3M - $1.48M
|
154K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-14K- 59.41% |
$1.38M - $1.57M
|
9.57K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 30.85% |
$1.38M - $1.57M
|
31.4K
$4.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-14.2K- 16.41% |
$1.4M - $1.59M
|
72.2K
$9.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-14.3K- 9.6% |
$1.41M - $1.6M
|
135K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.3K- 31.36% |
$1.42M - $1.6M
|
31.4K
$4.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.7K- 3.62% |
$1.45M - $1.64M
|
390K
$52.6M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.7K- 3.62% |
$1.45M - $1.64M
|
390K
$52.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15K- 57.99% |
$1.48M - $1.68M
|
10.9K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-15.4K- 6.28% |
$1.52M - $1.73M
|
230K
$31M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-15.7K- 22.14% |
$1.55M - $1.75M
|
55.1K
$7.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-15.9K- 29.69% |
$1.57M - $1.78M
|
37.7K
$5.08M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-16K- 39.39% |
$1.57M - $1.78M
|
24.5K
$3.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-18K- 10.8% |
$1.78M - $2.02M
|
149K
$20M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.8K- 19.7% |
$1.86M - $2.11M
|
76.8K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-19.6K- 6.36% |
$1.94M - $2.19M
|
289K
$38.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.5K- 8.11% |
$2.02M - $2.29M
|
232K
$31.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.6K- 9.53% |
$2.04M - $2.31M
|
196K
$26.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23K- 2.22% |
$2.27M - $2.57M
|
1.01M
$137M
|