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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-16K- 39.39% |
$1.57M - $1.78M
|
24.5K
$3.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-18K- 10.8% |
$1.78M - $2.02M
|
149K
$19.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.8K- 19.7% |
$1.86M - $2.11M
|
76.8K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-19.6K- 6.36% |
$1.94M - $2.19M
|
289K
$38.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.5K- 8.11% |
$2.02M - $2.29M
|
232K
$31.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.6K- 9.53% |
$2.04M - $2.31M
|
196K
$26.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23K- 2.22% |
$2.27M - $2.57M
|
1.01M
$136M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-23.8K- 83.36% |
$2.35M - $2.66M
|
4.75K
$636K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-24.2K- 3.49% |
$2.39M - $2.71M
|
669K
$89.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-24.3K- 64.93% |
$2.4M - $2.72M
|
13.1K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-24.5K- 10.37% |
$2.42M - $2.74M
|
212K
$28.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 76.73% |
$2.44M - $2.77M
|
7.5K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24.8K- 21.99% |
$2.45M - $2.77M
|
87.9K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-25.8K- 16.54% |
$2.55M - $2.89M
|
130K
$17.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.8K- 0.75% |
$2.55M - $2.89M
|
3.41M
$456M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-25.9K- 37.76% |
$2.55M - $2.89M
|
42.7K
$5.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 1.25% |
$2.63M - $2.98M
|
2.1M
$282M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-26.7K- 23.33% |
$2.63M - $2.98M
|
87.7K
$11.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27.5K- 60.16% |
$2.71M - $3.07M
|
18.2K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29.4K- 2.69% |
$2.9M - $3.29M
|
1.06M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-29.8K- 43.42% |
$2.94M - $3.33M
|
38.8K
$5.2M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-30.4K- 25.81% |
$3M - $3.4M
|
87.4K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-31.3K- 37.5% |
$3.09M - $3.5M
|
52.2K
$6.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-31.8K- 83.52% |
$3.14M - $3.55M
|
6.27K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32K- 3.4% |
$3.16M - $3.58M
|
909K
$122M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-32.4K- 17.9% |
$3.2M - $3.63M
|
149K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.2K- 48.13% |
$3.28M - $3.72M
|
35.8K
$4.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-34K- 47.43% |
$3.35M - $3.8M
|
37.6K
$5.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36K- 9.29% |
$3.55M - $4.02M
|
351K
$47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.1K- 12.28% |
$3.66M - $4.15M
|
265K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-37.5K- 49.39% |
$3.7M - $4.19M
|
38.4K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38.4K- 6.47% |
$3.79M - $4.3M
|
556K
$74.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39K- 15.64% |
$3.85M - $4.36M
|
210K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.9K- 15.19% |
$4.14M - $4.69M
|
234K
$31.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-43.3K- 7.79% |
$4.27M - $4.84M
|
513K
$68.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-43.9K- 20.19% |
$4.33M - $4.91M
|
174K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-44.3K- 23.47% |
$4.37M - $4.95M
|
144K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.4K- 34.56% |
$4.68M - $5.3M
|
89.8K
$12M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-48.6K- 52.56% |
$4.79M - $5.43M
|
43.8K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-53.4K- 40.27% |
$5.27M - $5.97M
|
79.2K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-58.5K- 9.13% |
$5.77M - $6.54M
|
582K
$77.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-59.1K- 85.11% |
$5.84M - $6.61M
|
10.3K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-59.5K- 46.75% |
$5.87M - $6.65M
|
67.8K
$9.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64.9K- 7.58% |
$6.41M - $7.26M
|
791K
$106M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-65.6K- 18.64% |
$6.48M - $7.34M
|
287K
$38.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-69.4K- 41.93% |
$6.85M - $7.77M
|
96.2K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-79.4K- 77.53% |
$7.83M - $8.87M
|
23K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80.4K- 24.14% |
$7.94M - $8.99M
|
253K
$33.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-90.4K- 85.18% |
$8.93M - $10.1M
|
15.7K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-103K- 2.62% |
$10.2M - $11.6M
|
3.84M
$515M
|