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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.5K- 30.82% |
$152K - $162K
|
3.37K
$425K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.51K- 6.02% |
$153K - $163K
|
23.6K
$2.97M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53K- 23.43% |
$155K - $164K
|
4.99K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.53K- 13.17% |
$155K - $165K
|
10.1K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.55K- 16.52% |
$158K - $167K
|
7.85K
$990K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.61K- 7.08% |
$163K - $173K
|
21.1K
$2.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.62K- 7.58% |
$164K - $175K
|
19.8K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.63K- 43.93% |
$165K - $175K
|
2.07K
$262K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.64K- 1.39% |
$167K - $177K
|
117K
$14.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 0.3% |
$167K - $178K
|
545K
$68.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.67K- 19.07% |
$169K - $180K
|
7.08K
$893K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 1.64% |
$172K - $183K
|
102K
$12.9M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 1.64% |
$172K - $183K
|
102K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.75K- 88.65% |
$177K - $188K
|
224
$28.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.76K- 2.03% |
$178K - $190K
|
85.1K
$10.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.77K- 3.22% |
$179K - $190K
|
53.2K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.78K- 56.15% |
$180K - $191K
|
1.39K
$175K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.8K- 1.83% |
$182K - $194K
|
96.7K
$12.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.82K- 3.13% |
$185K - $196K
|
56.4K
$7.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.83K- 12.68% |
$186K - $197K
|
12.6K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.84K- 27.23% |
$187K - $198K
|
4.92K
$620K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.84K- 17.91% |
$187K - $198K
|
8.44K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.91K- 10.56% |
$193K - $205K
|
16.2K
$2.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.93K- 23.2% |
$196K - $208K
|
6.39K
$805K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.94K- 4.93% |
$197K - $209K
|
37.4K
$4.72M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.98K- 7.46% |
$201K - $213K
|
24.5K
$3.09M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2K- 2.11% |
$203K - $215K
|
92.5K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2K- 0.92% |
$203K - $215K
|
216K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.02K- 2.41% |
$205K - $217K
|
81.8K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.04K- 4.92% |
$207K - $220K
|
39.4K
$4.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.05K- 17.36% |
$207K - $220K
|
9.74K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.05K- 14.61% |
$208K - $221K
|
12K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.12K- 3.04% |
$214K - $228K
|
67.4K
$8.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.15K- 2.84% |
$218K - $232K
|
73.7K
$9.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.2K- 5.84% |
$223K - $237K
|
35.5K
$4.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.21K- 1.92% |
$224K - $238K
|
113K
$14.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.25K- 6.32% |
$228K - $242K
|
33.3K
$4.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.29K- 0.28% |
$232K - $246K
|
816K
$103M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.3K- 2.21% |
$233K - $247K
|
102K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.3K- 1.89% |
$233K - $248K
|
119K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.32K- 4.73% |
$235K - $250K
|
46.7K
$5.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.35K- 30.67% |
$238K - $253K
|
5.31K
$670K
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.36K- 1.67% |
$239K - $254K
|
139K
$17.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.4K- 1.75% |
$243K - $258K
|
134K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.44K- 9.28% |
$247K - $262K
|
23.8K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.45K- 14.7% |
$248K - $263K
|
14.2K
$1.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-2.47K- 3.69% |
$250K - $266K
|
64.4K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.47K- 0.97% |
$250K - $266K
|
253K
$31.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.47K- 6.5% |
$251K - $266K
|
35.6K
$4.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.51K- 24.7% |
$254K - $270K
|
7.65K
$965K
|