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 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.64K+ 63.92% |
$359K - $407K
|
9.32K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.63K+ 6.11% |
$358K - $406K
|
63K
$8.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.62KNew |
$358K - $405K
|
3.62K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.62K+ 6.33% |
$357K - $404K
|
60.7K
$8.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 0.95% |
$355K - $402K
|
384K
$51.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 6.43% |
$355K - $402K
|
59.5K
$7.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.58K+ 17.21% |
$353K - $400K
|
24.4K
$3.26M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.57KNew |
$352K - $399K
|
3.57K
$477K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.57KNew |
$352K - $399K
|
3.57K
$476K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.55K+ 9.55% |
$351K - $397K
|
40.8K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.55KNew |
$350K - $397K
|
3.55K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.55KNew |
$350K - $397K
|
3.55K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3.53KNew |
$348K - $395K
|
3.53K
$471K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.5KNew |
$345K - $391K
|
3.5K
$467K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.46K+ 8.25% |
$342K - $387K
|
45.4K
$6.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.41K+ 33.97% |
$337K - $382K
|
13.5K
$1.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.4K+ 101.07% |
$336K - $380K
|
6.77K
$904K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 22.52% |
$331K - $375K
|
18.2K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.34K+ 70.9% |
$330K - $374K
|
8.05K
$1.08M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.33K+ 56.66% |
$328K - $372K
|
9.19K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.32KNew |
$327K - $371K
|
3.32K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.3K+ 0.91% |
$326K - $369K
|
365K
$48.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.26KNew |
$322K - $365K
|
3.26K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.22KNew |
$318K - $360K
|
3.22K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.21KNew |
$317K - $359K
|
3.21K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.19K+ 10.23% |
$315K - $356K
|
34.3K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.18K+ 14.71% |
$314K - $356K
|
24.8K
$3.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.17K+ 62.86% |
$313K - $355K
|
8.22K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.13KNew |
$309K - $350K
|
3.13K
$418K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.12KNew |
$308K - $349K
|
3.12K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.12KNew |
$307K - $348K
|
3.12K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.07K+ 189.05% |
$303K - $344K
|
4.7K
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.04KNew |
$300K - $340K
|
3.04K
$407K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$298K - $338K
|
3.02K
$404K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.01KNew |
$297K - $337K
|
3.01K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.97K+ 14.72% |
$293K - $332K
|
23.2K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.89KNew |
$285K - $323K
|
2.89K
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.89K+ 11.05% |
$285K - $323K
|
29K
$3.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.88K+ 61.83% |
$284K - $322K
|
7.53K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
2.85K+ 2.73% |
$281K - $318K
|
107K
$14.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.82K+ 5.77% |
$278K - $315K
|
51.6K
$6.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.77K+ 4.08% |
$273K - $310K
|
70.6K
$9.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$272K - $308K
|
2.75K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.75K+ 31.81% |
$272K - $308K
|
11.4K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.75K+ 9.35% |
$271K - $307K
|
32.1K
$4.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.71KNew |
$268K - $303K
|
2.71K
$362K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.7K+ 4.25% |
$266K - $302K
|
66.2K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.69K+ 14.77% |
$265K - $301K
|
20.9K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
2.66K+ 45.65% |
$263K - $298K
|
8.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.59KNew |
$256K - $290K
|
2.59K
$346K
|