Purchases and Sales Made in Q3 2023 in Vanguard Whitehall Fds Intl Hi (VYMI)
This table provides information about the institutional ownership of Vanguard Whitehall Fds Intl Hi (VYMI) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS INTL HI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 2.45% |
$264K - $282K
|
179K
$12.2M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.22K+ 27.71% |
$261K - $278K
|
19.5K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.19K+ 6.39% |
$259K - $277K
|
69.8K
$4.77M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.15KNew |
$256K - $274K
|
4.15K
$284K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.11K+ 10.19% |
$254K - $271K
|
44.5K
$3.04M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.08K+ 80.69% |
$252K - $269K
|
9.13K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.02K+ 14.23% |
$248K - $265K
|
32.3K
$2.21M
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 29.19% |
$243K - $259K
|
17.4K
$1.19M
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.8K+ 1.65% |
$235K - $251K
|
234K
$16M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 14.49% |
$234K - $250K
|
30K
$2.05M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.73K+ 7.36% |
$230K - $246K
|
54.4K
$3.71M
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.7K+ 2.5% |
$229K - $244K
|
152K
$10.4M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
3.56KNew |
$220K - $235K
|
3.56K
$243K
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.52KNew |
$218K - $232K
|
3.52K
$241K
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.43KNew |
$212K - $226K
|
3.43K
$234K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.37K+ 45.25% |
$208K - $222K
|
10.8K
$739K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.35K+ 3.73% |
$207K - $221K
|
93.2K
$6.37M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.34K+ 1.56% |
$206K - $220K
|
218K
$14.9M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.32KNew |
$205K - $219K
|
3.32K
$227K
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.3K+ 1.86% |
$204K - $217K
|
181K
$12.4M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.28K+ 7.67% |
$202K - $216K
|
46K
$3.14M
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.27KNew |
$202K - $216K
|
3.27K
$223K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.25KNew |
$201K - $214K
|
3.25K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.15K+ 1.92% |
$195K - $208K
|
167K
$11.4M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.04K+ 33.22% |
$188K - $201K
|
12.2K
$833K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.99K+ 10.83% |
$185K - $197K
|
30.6K
$2.09M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.96K+ 15.93% |
$183K - $195K
|
21.5K
$1.47M
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.95K+ 3.39% |
$182K - $195K
|
90K
$6.15M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.64K+ 2.13% |
$163K - $174K
|
127K
$8.66M
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.59K+ 21.36% |
$160K - $171K
|
14.7K
$1.01M
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.59K+ 5.24% |
$160K - $171K
|
52K
$3.55M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.57K+ 7.26% |
$159K - $169K
|
37.9K
$2.59M
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.53K+ 9.78% |
$156K - $167K
|
28.4K
$1.94M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.51KNew |
$155K - $165K
|
2.51K
$171K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.5K+ 11.91% |
$154K - $165K
|
23.4K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.38K+ 1.97% |
$147K - $157K
|
124K
$8.44M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.29K+ 12.74% |
$141K - $151K
|
20.3K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.22K+ 9.52% |
$137K - $146K
|
25.6K
$1.75M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.07K+ 2.52% |
$128K - $136K
|
84K
$5.74M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.06K+ 303.24% |
$127K - $136K
|
2.74K
$187K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2K+ 8.26% |
$124K - $132K
|
26.3K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2KNew |
$123K - $132K
|
2K
$136K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.96K+ 4.28% |
$121K - $129K
|
47.6K
$3.25M
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.91K+ 20.35% |
$118K - $126K
|
11.3K
$771K
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.9K+ 11.88% |
$117K - $125K
|
17.9K
$1.22M
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.79K+ 30.75% |
$111K - $118K
|
7.61K
$520K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.78K+ 3.56% |
$110K - $118K
|
51.9K
$3.55M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 3.57% |
$97.6K - $104K
|
45.9K
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.55K+ 2.44% |
$95.9K - $102K
|
65.1K
$4.45M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 24.27% |
$93.5K - $99.9K
|
7.75K
$530K
|