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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 2.27% |
$11.6M - $13.1M
|
5.04M
$674M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-120K- 10.4% |
$11.8M - $13.4M
|
1.03M
$138M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-124K- 13.55% |
$12.3M - $13.9M
|
792K
$106M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-140K- 95.51% |
$13.8M - $15.7M
|
6.59K
$883K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-147K- 76.63% |
$14.6M - $16.5M
|
45K
$6.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-149K- 12.74% |
$14.7M - $16.7M
|
1.02M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-170K- 4.73% |
$16.8M - $19M
|
3.43M
$460M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
SELL
|
- |
-180K- 49.92% |
$17.8M - $20.1M
|
181K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-201K- 93.84% |
$19.8M - $22.5M
|
13.2K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-289K- 3.06% |
$28.5M - $32.3M
|
9.15M
$1.23B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 3.08% |
$28.8M - $32.6M
|
9.15M
$1.23B
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-328K- 22.4% |
$32.4M - $36.7M
|
1.14M
$152M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-525K- 99.01% |
$51.8M - $58.7M
|
5.25K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-587K- 4.99% |
$58M - $65.7M
|
11.2M
$1.5B
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-656K- 23.17% |
$64.7M - $73.4M
|
2.17M
$291M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.26M- 99.1% |
$223M - $252M
|
20.4K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.35M- 18.12% |
$331M - $375M
|
15.1M
$2.03B
|