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 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-358- 8.72% |
$36.3K - $38.5K
|
3.75K
$473K
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-359- 4.66% |
$36.4K - $38.7K
|
7.34K
$926K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-359- 12.67% |
$36.4K - $38.7K
|
2.48K
$312K
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-360- 1.48% |
$36.5K - $38.8K
|
23.9K
$3.01M
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-360- 3.43% |
$36.5K - $38.8K
|
10.1K
$1.28M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-361- 2.23% |
$36.6K - $38.9K
|
15.8K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-364- 5.2% |
$36.9K - $39.2K
|
6.63K
$836K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-366- 16.02% |
$37.1K - $39.4K
|
1.92K
$242K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-368- 74.34% |
$37.3K - $39.6K
|
127
$16K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-369- 2.28% |
$37.4K - $39.7K
|
15.8K
$1.99M
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-399- 10.62% |
$40.4K - $43K
|
3.36K
$423K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-402- 15.27% |
$40.7K - $43.3K
|
2.23K
$281K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-409- 4.43% |
$41.5K - $44K
|
8.83K
$1.11M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-410- 1.07% |
$41.6K - $44.1K
|
37.8K
$4.77M
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-411- 67.82% |
$41.7K - $44.3K
|
195
$24.6K
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-413- 0.78% |
$41.9K - $44.5K
|
52.3K
$6.59M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-414- 17.8% |
$42K - $44.6K
|
1.91K
$241K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-416- 11.41% |
$42.2K - $44.8K
|
3.23K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-422- 0.41% |
$42.8K - $45.4K
|
102K
$12.9M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-423- 1.28% |
$42.9K - $45.5K
|
32.5K
$4.1M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-429- 5.71% |
$43.5K - $46.2K
|
7.08K
$893K
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-430- 5.6% |
$43.6K - $46.3K
|
7.25K
$915K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-433- 2.88% |
$43.9K - $46.6K
|
14.6K
$1.84M
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-435- 4.62% |
$44.1K - $46.8K
|
8.98K
$1.13M
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-435- 4.06% |
$44.1K - $46.8K
|
10.3K
$1.3M
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-437- 14.63% |
$44.3K - $47.1K
|
2.55K
$322K
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-438- 8.28% |
$44.4K - $47.2K
|
4.85K
$612K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-444- 8.3% |
$45K - $47.8K
|
4.9K
$618K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-452- 28.92% |
$45.8K - $48.7K
|
1.11K
$140K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-452- 0.97% |
$45.8K - $48.7K
|
46.2K
$5.82M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-457- 0.56% |
$46.3K - $49.2K
|
81.1K
$10.2M
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-460- 2.69% |
$46.6K - $49.5K
|
16.6K
$2.1M
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-469- 5.94% |
$47.5K - $50.5K
|
7.42K
$936K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-474- 0.24% |
$48K - $51K
|
201K
$25.3M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-482- 3.77% |
$48.9K - $51.9K
|
12.3K
$1.55M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-490- 0.42% |
$49.7K - $52.8K
|
117K
$14.7M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-494- 13.64% |
$50.1K - $53.2K
|
3.13K
$394K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-511- 2.19% |
$51.8K - $55K
|
22.8K
$2.87M
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-511- 14.83% |
$51.8K - $55K
|
2.94K
$370K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-514- 1.73% |
$52.1K - $55.3K
|
29.1K
$3.67M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-514- 17.94% |
$52.1K - $55.3K
|
2.35K
$296K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-515- 1.47% |
$52.2K - $55.5K
|
34.6K
$4.36M
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-535- 0.64% |
$54.2K - $57.6K
|
83.2K
$10.5M
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-535- 3.7% |
$54.2K - $57.6K
|
13.9K
$1.76M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-538- 17.55% |
$54.5K - $57.9K
|
2.53K
$319K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-538- 9.17% |
$54.5K - $57.9K
|
5.33K
$672K
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-541- 3.52% |
$54.8K - $58.3K
|
14.8K
$1.87M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-544- 1.37% |
$55.1K - $58.6K
|
39.2K
$4.94M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-548- 28.0% |
$55.5K - $59K
|
1.41K
$178K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-557- 9.88% |
$56.5K - $60K
|
5.08K
$641K
|