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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.54% |
$1.52K - $1.62K
|
2.82K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
15+ 0.04% |
$1.52K - $1.62K
|
34.8K
$4.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
15+ 0.06% |
$1.52K - $1.62K
|
25.3K
$3.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14+ 0.28% |
$1.42K - $1.51K
|
4.96K
$625K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.06% |
$1.42K - $1.51K
|
22.2K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.23% |
$1.32K - $1.4K
|
5.7K
$718K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.28% |
$1.32K - $1.4K
|
4.68K
$590K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$1.32K - $1.4K
|
4.05K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13+ 0.1% |
$1.32K - $1.4K
|
12.6K
$1.59M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
12+ 0.33% |
$1.22K - $1.29K
|
3.67K
$463K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
12+ 0.13% |
$1.22K - $1.29K
|
9.09K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.17% |
$1.22K - $1.29K
|
6.97K
$878K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
12+ 0.36% |
$1.22K - $1.29K
|
3.38K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.17% |
$1.11K - $1.18K
|
6.42K
$809K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
11+ 0.01% |
$1.11K - $1.18K
|
117K
$14.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10+ 0.17% |
$1.01K - $1.08K
|
5.88K
$741K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.37% |
$1.01K - $1.08K
|
2.7K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 4.88% |
$1.01K - $1.08K
|
215
$27.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.01K - $1.08K
|
5.92K
$747K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10New |
$1.01K - $1.08K
|
10
$1.26K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9+ 0.2% |
$912 - $969
|
4.56K
$575K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
9New |
$912 - $969
|
9
$1.13K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.19% |
$912 - $969
|
4.68K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9+ 0.32% |
$912 - $969
|
2.85K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
9+ 0.86% |
$912 - $969
|
1.06K
$134K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9+ 0.18% |
$912 - $969
|
4.94K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
9+ 0.14% |
$912 - $969
|
6.65K
$838K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 3.24% |
$811 - $861
|
255
$32.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$811 - $861
|
5.8K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.21% |
$811 - $861
|
3.78K
$477K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7+ 0.03% |
$710 - $754
|
22K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 0.76% |
$710 - $754
|
927
$117K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.87% |
$710 - $754
|
809
$102K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.89% |
$710 - $754
|
791
$99.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6+ 0.17% |
$608 - $646
|
3.61K
$455K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.47% |
$608 - $646
|
1.29K
$163K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.19% |
$608 - $646
|
3.13K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 18.18% |
$608 - $646
|
39
$4.92K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.35% |
$507 - $538
|
1.41K
$178K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.02% |
$507 - $538
|
21.6K
$2.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5+ 0.14% |
$507 - $538
|
3.62K
$456K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.2% |
$507 - $538
|
2.54K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5+ 0.07% |
$507 - $538
|
7.45K
$939K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$507 - $538
|
12.1K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4+ 0.12% |
$405 - $431
|
3.42K
$431K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3+ 0.09% |
$304 - $323
|
3.39K
$427K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.09% |
$304 - $323
|
3.41K
$429K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.86% |
$304 - $323
|
352
$44.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3+ 0.13% |
$304 - $323
|
2.4K
$303K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.98% |
$304 - $323
|
310
$39.1K
|