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 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.18K+ 41.81% |
$511K - $579K
|
17.6K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.17KNew |
$511K - $578K
|
5.17K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.17KNew |
$510K - $578K
|
5.17K
$691K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.01K+ 117.96% |
$495K - $560K
|
9.26K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.95K+ 114.57% |
$489K - $554K
|
9.28K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.93K+ 1.01% |
$486K - $551K
|
495K
$66.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.91KNew |
$485K - $549K
|
4.91K
$656K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.89KNew |
$483K - $547K
|
4.89K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.79K+ 9.82% |
$473K - $536K
|
53.6K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.77K+ 33.73% |
$470K - $533K
|
18.9K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.7KNew |
$464K - $526K
|
4.7K
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.69K+ 0.57% |
$463K - $525K
|
827K
$110M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.65KNew |
$459K - $520K
|
4.65K
$621K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.62K+ 3.74% |
$456K - $516K
|
128K
$17.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.6K+ 14.13% |
$454K - $514K
|
37.1K
$4.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.59KNew |
$453K - $513K
|
4.59K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.57KNew |
$451K - $511K
|
4.57K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.54K+ 177.92% |
$449K - $508K
|
7.1K
$948K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.53K+ 6.87% |
$447K - $506K
|
70.4K
$9.41M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.45K+ 45.46% |
$439K - $497K
|
14.2K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.45KNew |
$439K - $497K
|
4.45K
$594K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.42K+ 63.69% |
$436K - $494K
|
11.4K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.4K+ 136.18% |
$434K - $492K
|
7.63K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.38K+ 1.64% |
$433K - $490K
|
271K
$36.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.38KNew |
$433K - $490K
|
4.38K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.37K+ 0.49% |
$431K - $488K
|
894K
$120M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
4.35K+ 149.72% |
$429K - $486K
|
7.25K
$969K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.34KNew |
$428K - $485K
|
4.34K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.3KNew |
$424K - $480K
|
4.3K
$574K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.29K+ 9.3% |
$424K - $480K
|
50.5K
$6.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.2K+ 5.39% |
$415K - $470K
|
82.2K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.18K+ 46.44% |
$412K - $467K
|
13.2K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.13KNew |
$408K - $462K
|
4.13K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.12K+ 5.62% |
$406K - $460K
|
77.4K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.1KNew |
$405K - $458K
|
4.1K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.09K+ 22.33% |
$404K - $457K
|
22.4K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
4.08K+ 11.94% |
$403K - $456K
|
38.2K
$5.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.06K+ 4.2% |
$401K - $454K
|
101K
$13.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.06K+ 82.81% |
$400K - $454K
|
8.95K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.04K+ 28.23% |
$399K - $452K
|
18.4K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.02K+ 2.52% |
$397K - $449K
|
163K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.99K+ 6.36% |
$394K - $446K
|
66.8K
$8.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.94K+ 12.11% |
$389K - $441K
|
36.5K
$4.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.91K+ 2.67% |
$386K - $438K
|
150K
$20.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.86K+ 6.66% |
$381K - $432K
|
61.9K
$8.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.75K+ 2.59% |
$370K - $419K
|
149K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.69K+ 130.67% |
$364K - $412K
|
6.51K
$869K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.67K+ 13.67% |
$362K - $411K
|
30.5K
$4.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.64KNew |
$360K - $407K
|
3.64K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.64K+ 16.74% |
$359K - $407K
|
25.4K
$3.39M
|