Purchases and Sales Made in Q2 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
50+ 0.82% |
$5.07K - $5.38K
|
6.15K
$776K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 0.63% |
$5.07K - $5.38K
|
7.93K
$1M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
50+ 2.01% |
$5.07K - $5.38K
|
2.54K
$321K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 0.19% |
$4.97K - $5.28K
|
26.4K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
49+ 1.43% |
$4.97K - $5.28K
|
3.46K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
46+ 4.23% |
$4.66K - $4.95K
|
1.13K
$143K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 0.55% |
$4.56K - $4.85K
|
8.29K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
43+ 0.57% |
$4.36K - $4.63K
|
7.57K
$955K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42+ 1.33% |
$4.26K - $4.52K
|
3.19K
$403K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.05% |
$4.26K - $4.52K
|
81.3K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
40+ 0.69% |
$4.05K - $4.31K
|
5.86K
$739K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39+ 0.83% |
$3.95K - $4.2K
|
4.71K
$594K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 0.53% |
$3.65K - $3.88K
|
6.86K
$865K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
36+ 0.48% |
$3.65K - $3.88K
|
7.47K
$942K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 0.62% |
$3.55K - $3.77K
|
5.65K
$712K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
35+ 0.03% |
$3.55K - $3.77K
|
134K
$16.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33New |
$3.34K - $3.55K
|
33
$4.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
33+ 0.75% |
$3.34K - $3.55K
|
4.41K
$556K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
32+ 2.05% |
$3.24K - $3.45K
|
1.59K
$201K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.78% |
$3.04K - $3.23K
|
3.9K
$492K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 0.17% |
$3.04K - $3.23K
|
17.3K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 0.23% |
$2.94K - $3.12K
|
12.6K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.15% |
$2.94K - $3.12K
|
19.8K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
28+ 0.59% |
$2.84K - $3.02K
|
4.78K
$603K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27+ 0.54% |
$2.74K - $2.91K
|
4.98K
$629K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
26New |
$2.64K - $2.8K
|
26
$3.28K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.78% |
$2.53K - $2.69K
|
3.22K
$406K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
25+ 0.2% |
$2.53K - $2.69K
|
12.4K
$1.56M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
24+ 1.4% |
$2.43K - $2.58K
|
1.74K
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.33% |
$2.43K - $2.58K
|
7.39K
$931K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 0.23% |
$2.33K - $2.48K
|
10.2K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
23+ 0.8% |
$2.33K - $2.48K
|
2.89K
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.56% |
$2.33K - $2.48K
|
4.1K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
23+ 0.48% |
$2.33K - $2.48K
|
4.78K
$603K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21+ 0.87% |
$2.13K - $2.26K
|
2.44K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
21+ 0.44% |
$2.13K - $2.26K
|
4.78K
$602K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
21+ 0.1% |
$2.13K - $2.26K
|
21.6K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20+ 0.86% |
$2.03K - $2.15K
|
2.36K
$297K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
19+ 0.84% |
$1.93K - $2.05K
|
2.29K
$289K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19+ 0.5% |
$1.93K - $2.05K
|
3.79K
$478K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
19+ 0.85% |
$1.93K - $2.05K
|
2.26K
$285K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19New |
$1.93K - $2.05K
|
19
$2.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
19+ 0.63% |
$1.93K - $2.05K
|
3.04K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18+ 0.01% |
$1.82K - $1.94K
|
135K
$17.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
18+ 0.25% |
$1.82K - $1.94K
|
7.3K
$921K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.04% |
$1.72K - $1.83K
|
40K
$5.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16+ 0.8% |
$1.62K - $1.72K
|
2.02K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
16+ 0.29% |
$1.62K - $1.72K
|
5.52K
$696K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.03% |
$1.52K - $1.62K
|
49.6K
$6.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.67% |
$1.52K - $1.62K
|
2.26K
$286K
|