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
|
Harvest Volatility Management LLC
|
BUY
|
- |
8.74KNew |
$863K - $977K
|
8.74K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.7KNew |
$859K - $973K
|
8.7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.65KNew |
$853K - $967K
|
8.65K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.63K+ 4.07% |
$852K - $966K
|
221K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.57K+ 1.64% |
$846K - $958K
|
532K
$71.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.29K+ 6.42% |
$818K - $927K
|
137K
$18.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.14K+ 3.51% |
$804K - $911K
|
240K
$32.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.05K+ 3.22% |
$795K - $901K
|
258K
$34.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.02KNew |
$791K - $897K
|
8.02K
$1.07M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
7.99K+ 2.61% |
$788K - $893K
|
314K
$41.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.95K+ 19.32% |
$784K - $889K
|
49.1K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.89K+ 1.7% |
$779K - $883K
|
472K
$63.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
7.87K+ 42.28% |
$777K - $880K
|
26.5K
$3.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.85K+ 6.6% |
$775K - $878K
|
127K
$16.9M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
7.7K+ 11.72% |
$760K - $861K
|
73.4K
$9.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.56K+ 22.86% |
$746K - $845K
|
40.6K
$5.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 3.75% |
$743K - $842K
|
208K
$27.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.39KNew |
$729K - $826K
|
7.39K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.35KNew |
$726K - $822K
|
7.35K
$982K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 11.55% |
$724K - $820K
|
70.9K
$9.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.31K+ 4.78% |
$722K - $818K
|
160K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.19K+ 9.24% |
$709K - $804K
|
84.9K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.94K+ 106.54% |
$685K - $776K
|
13.4K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
6.74KNew |
$665K - $754K
|
6.74K
$901K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.55KNew |
$647K - $733K
|
6.55K
$875K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.51KNew |
$642K - $728K
|
6.51K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.45KNew |
$637K - $721K
|
6.45K
$862K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
6.43K+ 2.79% |
$635K - $719K
|
237K
$31.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.36KNew |
$627K - $711K
|
6.36K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.24K+ 6.21% |
$616K - $698K
|
107K
$14.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.24K+ 5.52% |
$616K - $698K
|
119K
$15.9M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.21KNew |
$613K - $695K
|
6.21K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6.18K+ 63.24% |
$610K - $691K
|
16K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.11KNew |
$603K - $683K
|
6.11K
$816K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.02K+ 75.01% |
$594K - $674K
|
14.1K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.86KNew |
$579K - $656K
|
5.86K
$784K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
5.84K+ 36.37% |
$577K - $653K
|
21.9K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.83K+ 38.22% |
$575K - $652K
|
21.1K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.77K+ 24.29% |
$569K - $645K
|
29.5K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 77.58% |
$568K - $643K
|
13.2K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
5.66K+ 34.52% |
$559K - $633K
|
22.1K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.65K+ 6.35% |
$557K - $631K
|
94.6K
$12.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.63KNew |
$556K - $630K
|
5.63K
$752K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.61K+ 7.86% |
$553K - $627K
|
76.9K
$10.3M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.48K+ 14.95% |
$541K - $613K
|
42.1K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.44K+ 2.61% |
$537K - $608K
|
213K
$28.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
5.43K+ 2.73% |
$536K - $608K
|
204K
$27.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.36KNew |
$529K - $600K
|
5.36K
$717K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.35K+ 2.01% |
$528K - $598K
|
272K
$36.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.21K+ 7.42% |
$514K - $583K
|
75.5K
$10.1M
|