Purchases and Sales Made in Q3 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
22+ 0.57% |
$2.27K - $2.43K
|
3.86K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
22+ 0.09% |
$2.27K - $2.43K
|
25.3K
$3.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 9.3% |
$2.07K - $2.21K
|
235
$31.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
20+ 0.42% |
$2.07K - $2.21K
|
4.8K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20+ 0.11% |
$2.07K - $2.21K
|
18.1K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 211.11% |
$1.96K - $2.1K
|
28
$3.7K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
19+ 0.1% |
$1.96K - $2.1K
|
19.5K
$2.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
18+ 0.74% |
$1.86K - $1.99K
|
2.46K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
17New |
$1.76K - $1.88K
|
17
$2.25K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
17+ 0.75% |
$1.76K - $1.88K
|
2.27K
$301K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.54% |
$1.76K - $1.88K
|
3.14K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
17+ 0.41% |
$1.76K - $1.88K
|
4.13K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
16+ 0.53% |
$1.65K - $1.77K
|
3.05K
$404K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 0.25% |
$1.45K - $1.54K
|
5.53K
$732K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.17% |
$1.45K - $1.54K
|
8.38K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
13+ 0.46% |
$1.34K - $1.43K
|
2.81K
$372K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
13+ 0.57% |
$1.34K - $1.43K
|
2.28K
$301K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.01% |
$1.34K - $1.43K
|
134K
$17.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12New |
$1.24K - $1.32K
|
12
$1.59K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.11% |
$1.24K - $1.32K
|
11.4K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$1.24K - $1.32K
|
4.07K
$538K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
12+ 0.51% |
$1.24K - $1.32K
|
2.37K
$313K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.14K - $1.21K
|
3.68K
$487K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.14K - $1.21K
|
4.69K
$621K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
11+ 0.41% |
$1.14K - $1.21K
|
2.7K
$358K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.16% |
$1.14K - $1.21K
|
6.98K
$923K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11New |
$1.14K - $1.21K
|
11
$1.46K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
10+ 0.2% |
$1.03K - $1.1K
|
5.03K
$666K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10+ 0.08% |
$1.03K - $1.1K
|
12.8K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.12% |
$1.03K - $1.1K
|
8.65K
$1.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$930 - $993
|
9
$1.19K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.33% |
$930 - $993
|
2.71K
$358K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.68% |
$930 - $993
|
1.34K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9+ 0.14% |
$930 - $993
|
6.54K
$866K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.75% |
$827 - $883
|
1.07K
$141K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8+ 0.1% |
$827 - $883
|
7.66K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$827 - $883
|
5.93K
$785K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.18% |
$723 - $772
|
3.88K
$513K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.15% |
$723 - $772
|
4.68K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.25% |
$723 - $772
|
2.86K
$378K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.4% |
$620 - $662
|
1.49K
$197K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.28% |
$620 - $662
|
2.18K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$620 - $662
|
3.79K
$501K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.76% |
$620 - $662
|
797
$105K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.22% |
$517 - $552
|
2.27K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
5+ 0.29% |
$517 - $552
|
1.74K
$231K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.14% |
$517 - $552
|
3.62K
$479K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4+ 0.13% |
$413 - $441
|
3.01K
$398K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.31% |
$413 - $441
|
1.3K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.16% |
$413 - $441
|
2.54K
$337K
|