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 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-567- 21.68% |
$57.5K - $61.1K
|
2.05K
$258K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-575- 2.93% |
$58.3K - $61.9K
|
19K
$2.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-575- 13.46% |
$58.3K - $61.9K
|
3.7K
$466K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-575- 2.87% |
$58.3K - $61.9K
|
19.5K
$2.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-584- 17.86% |
$59.2K - $62.9K
|
2.69K
$339K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-602- 3.08% |
$61K - $64.8K
|
18.9K
$2.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-603- 7.74% |
$61.1K - $64.9K
|
7.19K
$907K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-609- 12.97% |
$61.7K - $65.6K
|
4.09K
$515K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-622- 22.55% |
$63K - $67K
|
2.14K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-646- 1.31% |
$65.5K - $69.6K
|
48.6K
$6.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-647- 1.22% |
$65.6K - $69.7K
|
52.3K
$6.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-665- 1.09% |
$67.4K - $71.6K
|
60.3K
$7.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-667- 4.77% |
$67.6K - $71.8K
|
13.3K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-670- 6.59% |
$67.9K - $72.1K
|
9.5K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-672- 3.79% |
$68.1K - $72.4K
|
17.1K
$2.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-672- 13.07% |
$68.1K - $72.4K
|
4.47K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-679- 0.97% |
$68.8K - $73.1K
|
69.5K
$8.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-684- 9.88% |
$69.3K - $73.7K
|
6.24K
$787K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-700- 21.35% |
$71K - $75.4K
|
2.58K
$325K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-703- 13.13% |
$71.3K - $75.7K
|
4.65K
$586K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-708- 2.83% |
$71.8K - $76.2K
|
24.3K
$3.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-716- 7.25% |
$72.6K - $77.1K
|
9.16K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-722- 4.57% |
$73.2K - $77.7K
|
15.1K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-726- 20.67% |
$73.6K - $78.2K
|
2.79K
$351K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-728- 2.15% |
$73.8K - $78.4K
|
33.2K
$4.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-740- 0.28% |
$75K - $79.7K
|
263K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-750- 24.31% |
$76K - $80.8K
|
2.34K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-768- 7.2% |
$77.8K - $82.7K
|
9.9K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-770- 0.44% |
$78K - $82.9K
|
172K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-770- 6.7% |
$78K - $82.9K
|
10.7K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-791- 2.45% |
$80.2K - $85.2K
|
31.4K
$3.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-805- 16.9% |
$81.6K - $86.7K
|
3.96K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-805- 1.6% |
$81.6K - $86.7K
|
49.6K
$6.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-813- 1.4% |
$82.4K - $87.5K
|
57.1K
$7.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-843- 2.4% |
$85.4K - $90.8K
|
34.3K
$4.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-844- 13.58% |
$85.5K - $90.9K
|
5.37K
$678K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-855- 1.05% |
$86.7K - $92.1K
|
80.6K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-866- 5.65% |
$87.8K - $93.3K
|
14.5K
$1.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-872- 20.23% |
$88.4K - $93.9K
|
3.44K
$434K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-883- 13.33% |
$89.5K - $95.1K
|
5.74K
$724K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-887- 75.11% |
$89.9K - $95.5K
|
294
$37.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-891- 7.9% |
$90.3K - $95.9K
|
10.4K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-905- 3.07% |
$91.7K - $97.5K
|
28.6K
$3.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-909- 0.64% |
$92.1K - $97.9K
|
141K
$17.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-928- 5.2% |
$94.1K - $99.9K
|
16.9K
$2.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-940- 3.74% |
$95.3K - $101K
|
24.2K
$3.05M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-940- 3.74% |
$95.3K - $101K
|
24.2K
$3.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-948- 5.64% |
$96.1K - $102K
|
15.9K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-952- 4.86% |
$96.5K - $103K
|
18.6K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-956- 8.97% |
$96.9K - $103K
|
9.7K
$1.22M
|