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 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-968- 13.76% |
$98.1K - $104K
|
6.07K
$765K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-976- 8.1% |
$98.9K - $105K
|
11.1K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-980- 0.41% |
$99.3K - $106K
|
237K
$29.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-998- 33.07% |
$101K - $107K
|
2.02K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1K- 9.73% |
$101K - $108K
|
9.28K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.01K- 12.88% |
$102K - $109K
|
6.82K
$861K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.02K- 33.97% |
$103K - $110K
|
1.98K
$250K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.04K- 2.84% |
$105K - $111K
|
35.4K
$4.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.7% |
$105K - $112K
|
60.3K
$7.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.04K- 26.01% |
$106K - $112K
|
2.96K
$374K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.06K- 2.17% |
$107K - $114K
|
47.8K
$6.03M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 12.19% |
$108K - $114K
|
7.64K
$964K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 12.19% |
$108K - $114K
|
7.64K
$964K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.07K- 2.86% |
$109K - $115K
|
36.4K
$4.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.08K- 5.37% |
$109K - $116K
|
19K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.08K- 6.0% |
$109K - $116K
|
16.9K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.1K- 5.12% |
$111K - $118K
|
20.4K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.12K- 13.86% |
$113K - $120K
|
6.95K
$877K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.13K- 12.52% |
$115K - $122K
|
7.91K
$998K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 20.52% |
$116K - $123K
|
4.43K
$559K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 12.46% |
$116K - $123K
|
8.05K
$1.01M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.15K- 18.8% |
$116K - $124K
|
4.96K
$625K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 6.53% |
$117K - $124K
|
16.5K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.17K- 1.83% |
$119K - $126K
|
62.7K
$7.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 2.07% |
$119K - $127K
|
55.6K
$7.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.18K- 88.08% |
$120K - $127K
|
160
$20.2K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.18K- 29.66% |
$120K - $127K
|
2.81K
$354K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 2.16% |
$120K - $128K
|
53.8K
$6.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.19K- 1.03% |
$121K - $129K
|
115K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 3.49% |
$121K - $129K
|
33.1K
$4.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.2K- 5.23% |
$122K - $129K
|
21.7K
$2.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.22K- 20.47% |
$123K - $131K
|
4.72K
$595K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.22K- 27.96% |
$123K - $131K
|
3.13K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.22K- 12.23% |
$123K - $131K
|
8.74K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.22K- 51.74% |
$124K - $131K
|
1.14K
$144K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.23K- 5.6% |
$124K - $132K
|
20.7K
$2.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.25K- 49.12% |
$127K - $135K
|
1.3K
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.27K- 2.7% |
$129K - $137K
|
45.9K
$5.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.28K- 19.38% |
$130K - $138K
|
5.33K
$672K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.29K- 25.99% |
$131K - $139K
|
3.68K
$465K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.33K- 11.37% |
$135K - $143K
|
10.4K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 1.27% |
$137K - $146K
|
105K
$13.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.37K- 0.28% |
$139K - $147K
|
485K
$61.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.39K- 1.45% |
$141K - $150K
|
94.4K
$11.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.42K- 35.41% |
$144K - $153K
|
2.59K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.42K- 6.83% |
$144K - $153K
|
19.4K
$2.45M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.43K- 39.96% |
$145K - $154K
|
2.14K
$270K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 2.18% |
$145K - $154K
|
64.2K
$8.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.44K- 2.19% |
$146K - $155K
|
64.2K
$8.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.47K- 1.54% |
$149K - $158K
|
94.1K
$11.9M
|