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 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-4- 0.12% |
$395 - $447
|
3.38K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5- 0.01% |
$494 - $559
|
81.3K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-6- 0.3% |
$592 - $671
|
2K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.16% |
$592 - $671
|
3.63K
$487K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7- 0.17% |
$691 - $783
|
4.02K
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 0.06% |
$691 - $783
|
12.3K
$1.65M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 1.99% |
$691 - $783
|
345
$46.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-8- 0.24% |
$790 - $895
|
3.34K
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-9- 0.29% |
$888 - $1.01K
|
3.1K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-9- 0.06% |
$888 - $1.01K
|
16K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9- 0.19% |
$888 - $1.01K
|
4.8K
$643K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-10- 0.22% |
$987 - $1.12K
|
4.52K
$606K
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-12- 0.42% |
$1.18K - $1.34K
|
2.83K
$379K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.29% |
$1.48K - $1.68K
|
5.25K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-20- 0.42% |
$1.97K - $2.24K
|
4.69K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20- 0.98% |
$1.97K - $2.24K
|
2.01K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-22- 0.56% |
$2.17K - $2.46K
|
3.94K
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-23- 0.43% |
$2.27K - $2.57K
|
5.32K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-24- 0.57% |
$2.37K - $2.68K
|
4.16K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-24- 1.0% |
$2.37K - $2.68K
|
2.38K
$319K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-24- 2.91% |
$2.37K - $2.68K
|
800
$107K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-25- 0.15% |
$2.47K - $2.8K
|
16.1K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-26- 0.43% |
$2.57K - $2.91K
|
6.03K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-26- 0.69% |
$2.57K - $2.91K
|
3.73K
$499K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 1.14% |
$2.76K - $3.13K
|
2.42K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-28- 0.01% |
$2.76K - $3.13K
|
194K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29- 0.49% |
$2.86K - $3.24K
|
5.89K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-32- 0.55% |
$3.16K - $3.58K
|
5.75K
$770K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-33- 0.45% |
$3.26K - $3.69K
|
7.31K
$979K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-33- 0.76% |
$3.26K - $3.69K
|
4.28K
$573K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-33- 0.84% |
$3.26K - $3.69K
|
3.89K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-34- 0.25% |
$3.36K - $3.8K
|
13.5K
$1.81M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-34- 1.37% |
$3.36K - $3.8K
|
2.44K
$327K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-35- 1.34% |
$3.45K - $3.91K
|
2.57K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-40- 1.65% |
$3.95K - $4.47K
|
2.38K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-40- 0.38% |
$3.95K - $4.47K
|
10.5K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-40- 1.77% |
$3.95K - $4.47K
|
2.22K
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-45- 1.64% |
$4.44K - $5.03K
|
2.7K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-46- 0.48% |
$4.54K - $5.14K
|
9.5K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-47- 1.47% |
$4.64K - $5.26K
|
3.15K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-49- 0.14% |
$4.84K - $5.48K
|
35.1K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-53- 0.16% |
$5.23K - $5.93K
|
32.7K
$4.38M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-53- 0.16% |
$5.23K - $5.93K
|
32.7K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-54- 1.62% |
$5.33K - $6.04K
|
3.29K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-55- 2.72% |
$5.43K - $6.15K
|
1.96K
$263K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-58- 1.69% |
$5.73K - $6.49K
|
3.38K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-58- 0.97% |
$5.73K - $6.49K
|
5.95K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-58- 0.91% |
$5.73K - $6.49K
|
6.32K
$847K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-60- 1.38% |
$5.92K - $6.71K
|
4.29K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-62- 0.3% |
$6.12K - $6.93K
|
20.4K
$2.73M
|