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 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.87% |
$3.55K - $3.77K
|
3.99K
$503K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-35- 0.87% |
$3.55K - $3.77K
|
3.97K
$500K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-36- 0.55% |
$3.65K - $3.88K
|
6.51K
$821K
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-39- 1.59% |
$3.95K - $4.2K
|
2.42K
$305K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-43- 0.46% |
$4.36K - $4.63K
|
9.33K
$1.18M
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-44- 1.35% |
$4.46K - $4.74K
|
3.22K
$406K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-45- 0.3% |
$4.56K - $4.85K
|
15.1K
$1.91M
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-46- 0.45% |
$4.66K - $4.95K
|
10.2K
$1.29M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-47- 1.15% |
$4.76K - $5.06K
|
4.03K
$508K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-48- 4.97% |
$4.87K - $5.17K
|
917
$116K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-48- 1.92% |
$4.87K - $5.17K
|
2.46K
$310K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-49- 1.26% |
$4.97K - $5.28K
|
3.83K
$483K
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.68% |
$5.07K - $5.38K
|
7.3K
$920K
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-50- 0.66% |
$5.07K - $5.38K
|
7.54K
$951K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50- 6.02% |
$5.07K - $5.38K
|
781
$98.5K
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-50- 1.47% |
$5.07K - $5.38K
|
3.35K
$422K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-53- 1.64% |
$5.37K - $5.71K
|
3.19K
$402K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-55- 1.02% |
$5.57K - $5.92K
|
5.34K
$674K
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-56- 1.03% |
$5.68K - $6.03K
|
5.39K
$679K
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-57- 1.18% |
$5.78K - $6.14K
|
4.77K
$601K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-57- 1.97% |
$5.78K - $6.14K
|
2.84K
$358K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-60- 1.83% |
$6.08K - $6.46K
|
3.22K
$407K
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-62- 2.16% |
$6.28K - $6.68K
|
2.81K
$355K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-64- 0.35% |
$6.49K - $6.89K
|
18K
$2.27M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-71- 2.31% |
$7.2K - $7.65K
|
3K
$379K
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 1.7% |
$7.2K - $7.65K
|
4.11K
$518K
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-72- 1.02% |
$7.3K - $7.75K
|
6.97K
$879K
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-73- 0.59% |
$7.4K - $7.86K
|
12.3K
$1.55M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-75- 2.81% |
$7.6K - $8.08K
|
2.59K
$327K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-80- 2.49% |
$8.11K - $8.61K
|
3.13K
$395K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 0.66% |
$8.62K - $9.15K
|
12.7K
$1.6M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-85- 37.44% |
$8.62K - $9.15K
|
142
$17.9K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-87- 55.06% |
$8.82K - $9.37K
|
71
$8.95K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-88- 0.38% |
$8.92K - $9.48K
|
23.3K
$2.94M
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-88- 0.67% |
$8.92K - $9.48K
|
13K
$1.64M
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-90- 2.41% |
$9.12K - $9.69K
|
3.64K
$460K
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-90- 1.08% |
$9.12K - $9.69K
|
8.22K
$1.04M
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-90- 3.16% |
$9.12K - $9.69K
|
2.76K
$348K
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-90- 1.22% |
$9.12K - $9.69K
|
7.3K
$921K
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-92- 2.28% |
$9.33K - $9.91K
|
3.95K
$498K
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-92- 1.78% |
$9.33K - $9.91K
|
5.08K
$641K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-93- 1.07% |
$9.43K - $10K
|
8.59K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-96- 0.02% |
$9.73K - $10.3K
|
613K
$77.3M
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-97- 1.42% |
$9.83K - $10.4K
|
6.74K
$850K
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.71% |
$10.1K - $10.8K
|
13.9K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-103- 1.54% |
$10.4K - $11.1K
|
6.6K
$832K
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-105- 0.36% |
$10.6K - $11.3K
|
29.3K
$3.7M
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-105- 0.59% |
$10.6K - $11.3K
|
17.7K
$2.24M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-106- 5.32% |
$10.7K - $11.4K
|
1.89K
$238K
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-109- 4.79% |
$11K - $11.7K
|
2.17K
$273K
|