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 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
17.4KNew |
$1.71M - $1.94M
|
17.4K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
17.2K+ 16.95% |
$1.7M - $1.92M
|
119K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.1K+ 356.25% |
$1.69M - $1.91M
|
21.9K
$2.9M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
16.9K+ 2.75% |
$1.66M - $1.89M
|
629K
$83.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
16.5KNew |
$1.63M - $1.85M
|
16.5K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
16.1KNew |
$1.59M - $1.8M
|
16.1K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16K+ 84.44% |
$1.58M - $1.79M
|
35K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$1.42M - $1.61M
|
14.4K
$1.9M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
14.3KNew |
$1.41M - $1.6M
|
14.3K
$1.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
14.3KNew |
$1.41M - $1.59M
|
14.3K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
14.2KNew |
$1.4M - $1.59M
|
14.2K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
14.1K+ 58.27% |
$1.4M - $1.58M
|
38.4K
$5.08M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.9K+ 10.82% |
$1.37M - $1.55M
|
142K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.8KNew |
$1.36M - $1.54M
|
13.8K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13.7K+ 49092.86% |
$1.36M - $1.54M
|
13.8K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
13.4KNew |
$1.33M - $1.5M
|
13.4K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
13.4KNew |
$1.32M - $1.5M
|
13.4K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13.4K+ 133.91% |
$1.32M - $1.5M
|
23.4K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
13.3K+ 20.71% |
$1.32M - $1.49M
|
77.7K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.2K+ 12.12% |
$1.3M - $1.48M
|
122K
$16.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$1.28M - $1.45M
|
13K
$1.72M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12.7K+ 0.39% |
$1.25M - $1.42M
|
3.23M
$427M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.3K+ 277.61% |
$1.21M - $1.38M
|
16.7K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
12.2K+ 5.44% |
$1.21M - $1.37M
|
237K
$31.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 109.49% |
$1.2M - $1.36M
|
23.3K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1K+ 1.99% |
$1.19M - $1.35M
|
618K
$81.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 33.04% |
$1.18M - $1.33M
|
48.1K
$6.36M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11.9KNew |
$1.18M - $1.33M
|
11.9K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.7KNew |
$1.16M - $1.31M
|
11.7K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
11.5KNew |
$1.14M - $1.29M
|
11.5K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.2KNew |
$1.11M - $1.26M
|
11.2K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
11.1K+ 84.07% |
$1.09M - $1.24M
|
24.2K
$3.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.8K+ 2.14% |
$1.06M - $1.2M
|
513K
$67.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
10.8KNew |
$1.06M - $1.2M
|
10.8K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
10.7KNew |
$1.06M - $1.2M
|
10.7K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.7KNew |
$1.06M - $1.2M
|
10.7K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
10.5K+ 5.96% |
$1.03M - $1.17M
|
186K
$24.6M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.4K+ 298.13% |
$1.02M - $1.16M
|
13.8K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
10.3K+ 2282.93% |
$1.02M - $1.15M
|
10.7K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10K+ 7.27% |
$990K - $1.12M
|
148K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.95KNew |
$982K - $1.11M
|
9.95K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
9.88KNew |
$975K - $1.1M
|
9.88K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.84KNew |
$972K - $1.1M
|
9.84K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.78KNew |
$966K - $1.09M
|
9.78K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
9.71K+ 5.53% |
$958K - $1.09M
|
185K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62K+ 0.52% |
$950K - $1.08M
|
1.85M
$245M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.56KNew |
$944K - $1.07M
|
9.56K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.56K+ 9.02% |
$944K - $1.07M
|
116K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.51KNew |
$938K - $1.06M
|
9.51K
$1.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
9.38K+ 32.09% |
$925K - $1.05M
|
38.6K
$5.11M
|