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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.56K+ 55.71% |
$153K - $174K
|
4.35K
$584K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.56K+ 55.71% |
$153K - $174K
|
4.35K
$584K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.51K+ 3.06% |
$149K - $169K
|
51K
$6.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.5K+ 6.17% |
$148K - $168K
|
25.9K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 6.17% |
$148K - $168K
|
25.9K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 2.62% |
$145K - $164K
|
57.4K
$7.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.47K+ 1.25% |
$145K - $164K
|
119K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.46K+ 0.41% |
$144K - $164K
|
356K
$47.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.45K+ 11.83% |
$143K - $162K
|
13.7K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.42K+ 1.91% |
$140K - $159K
|
76K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.4KNew |
$138K - $156K
|
1.4K
$188K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
1.37K+ 3.49% |
$136K - $154K
|
40.7K
$5.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.37K+ 1.12% |
$135K - $153K
|
124K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.35K+ 3.31% |
$133K - $151K
|
42K
$5.65M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.35K+ 48.12% |
$133K - $151K
|
4.14K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.34K+ 4.35% |
$132K - $149K
|
32K
$4.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.33KNew |
$131K - $149K
|
1.33K
$179K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.32K+ 3.53% |
$131K - $148K
|
38.8K
$5.21M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.28K+ 13.29% |
$126K - $143K
|
10.9K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.26K+ 3.79% |
$124K - $141K
|
34.5K
$4.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24K+ 4.87% |
$122K - $138K
|
26.6K
$3.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.23K+ 50.59% |
$122K - $138K
|
3.67K
$493K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.21KNew |
$120K - $136K
|
1.21K
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.19K+ 16.09% |
$118K - $134K
|
8.61K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.14K+ 1.61% |
$113K - $127K
|
71.9K
$9.66M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.12KNew |
$110K - $125K
|
1.12K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.11K+ 41.07% |
$109K - $124K
|
3.8K
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 4.95% |
$104K - $117K
|
22.3K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.04K+ 14.14% |
$103K - $117K
|
8.41K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.03K+ 30.45% |
$101K - $115K
|
4.4K
$592K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.01K+ 51.25% |
$99.2K - $112K
|
2.97K
$399K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
982+ 11.72% |
$96.9K - $110K
|
9.36K
$1.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
976+ 5.99% |
$96.3K - $109K
|
17.3K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
968+ 7.56% |
$95.6K - $108K
|
13.8K
$1.85M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
958+ 34.44% |
$94.6K - $107K
|
3.74K
$503K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
950+ 36.44% |
$93.8K - $106K
|
3.56K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
935New |
$92.3K - $105K
|
935
$126K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
931+ 47.92% |
$91.9K - $104K
|
2.87K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
929+ 5.1% |
$91.7K - $104K
|
19.1K
$2.57M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
917+ 7.72% |
$90.5K - $103K
|
12.8K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
916+ 10.96% |
$90.4K - $102K
|
9.28K
$1.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
913+ 4.97% |
$90.1K - $102K
|
19.3K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
903+ 38.89% |
$89.1K - $101K
|
3.23K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
892+ 13.15% |
$88K - $99.8K
|
7.67K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
874+ 12.01% |
$86.3K - $97.7K
|
8.15K
$1.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
842+ 83.95% |
$83.1K - $94.2K
|
1.85K
$248K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
828+ 39.92% |
$81.7K - $92.6K
|
2.9K
$390K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
821+ 7.87% |
$81K - $91.8K
|
11.2K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
820+ 0.84% |
$80.9K - $91.7K
|
98.9K
$13.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
811New |
$80.1K - $90.7K
|
811
$109K
|