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 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-111- 2.69% |
$11.3K - $12K
|
4.01K
$506K
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-113- 3.14% |
$11.5K - $12.2K
|
3.49K
$440K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-115- 0.65% |
$11.7K - $12.4K
|
17.6K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-116- 0.99% |
$11.8K - $12.5K
|
11.6K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-119- 1.78% |
$12.1K - $12.8K
|
6.58K
$829K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 2.82% |
$12.2K - $12.9K
|
4.14K
$522K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-123- 74.1% |
$12.5K - $13.2K
|
43
$5.42K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-125- 2.43% |
$12.7K - $13.5K
|
5.01K
$632K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-126- 3.03% |
$12.8K - $13.6K
|
4.04K
$509K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-127- 1.03% |
$12.9K - $13.7K
|
12.2K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-132- 5.14% |
$13.4K - $14.2K
|
2.43K
$307K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-132- 1.88% |
$13.4K - $14.2K
|
6.89K
$869K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-133- 0.4% |
$13.5K - $14.3K
|
32.9K
$4.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-137- 1.41% |
$13.9K - $14.8K
|
9.55K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-137- 2.07% |
$13.9K - $14.8K
|
6.49K
$818K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-137- 39.14% |
$13.9K - $14.8K
|
213
$26.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-137- 2.74% |
$13.9K - $14.8K
|
4.86K
$612K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-140- 5.96% |
$14.2K - $15.1K
|
2.21K
$279K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-142- 0.25% |
$14.4K - $15.3K
|
57K
$7.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-142- 5.46% |
$14.4K - $15.3K
|
2.46K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-144- 1.67% |
$14.6K - $15.5K
|
8.47K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-145- 1.95% |
$14.7K - $15.6K
|
7.3K
$920K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-145- 2.17% |
$14.7K - $15.6K
|
6.55K
$826K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-146- 7.28% |
$14.8K - $15.7K
|
1.86K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-149- 5.5% |
$15.1K - $16K
|
2.56K
$323K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-150- 2.71% |
$15.2K - $16.2K
|
5.38K
$678K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-153- 2.94% |
$15.5K - $16.5K
|
5.06K
$638K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-154- 5.98% |
$15.6K - $16.6K
|
2.42K
$305K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-155- 0.38% |
$15.7K - $16.7K
|
40.7K
$5.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-155- 0.5% |
$15.7K - $16.7K
|
30.6K
$3.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-157- 2.91% |
$15.9K - $16.9K
|
5.24K
$660K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-160- 16.91% |
$16.2K - $17.2K
|
786
$99.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-166- 6.85% |
$16.8K - $17.9K
|
2.26K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-170- 4.12% |
$17.2K - $18.3K
|
3.95K
$499K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-172- 0.28% |
$17.4K - $18.5K
|
60.3K
$7.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-174- 0.37% |
$17.6K - $18.7K
|
47.2K
$5.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-175- 2.46% |
$17.7K - $18.8K
|
6.94K
$875K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-177- 1.05% |
$17.9K - $19.1K
|
16.7K
$2.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-177- 7.73% |
$17.9K - $19.1K
|
2.11K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-178- 1.73% |
$18K - $19.2K
|
10.1K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-186- 6.44% |
$18.9K - $20K
|
2.7K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-194- 3.58% |
$19.7K - $20.9K
|
5.22K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-197- 3.05% |
$20K - $21.2K
|
6.27K
$791K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-198- 0.92% |
$20.1K - $21.3K
|
21.4K
$2.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-199- 3.95% |
$20.2K - $21.4K
|
4.84K
$611K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-199- 0.58% |
$20.2K - $21.4K
|
34.4K
$4.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-201- 8.91% |
$20.4K - $21.6K
|
2.06K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-203- 0.05% |
$20.6K - $21.9K
|
389K
$49M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-208- 9.86% |
$21.1K - $22.4K
|
1.9K
$240K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-213- 2.52% |
$21.6K - $22.9K
|
8.24K
$1.04M
|