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 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.59K- 1.46% |
$263K - $279K
|
175K
$22M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.61K- 41.77% |
$265K - $281K
|
3.64K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.62K- 46.21% |
$266K - $282K
|
3.05K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.63K- 16.12% |
$267K - $283K
|
13.7K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-2.63K- 8.56% |
$267K - $283K
|
28.1K
$3.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.71K- 1.1% |
$274K - $291K
|
243K
$30.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.71K- 19.83% |
$275K - $292K
|
11K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.75K- 2.02% |
$279K - $297K
|
133K
$16.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.85K- 13.4% |
$289K - $307K
|
18.4K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.89K- 7.02% |
$293K - $311K
|
38.2K
$4.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.89K- 6.98% |
$293K - $311K
|
38.5K
$4.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-2.9K- 11.12% |
$294K - $312K
|
23.2K
$2.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.94K- 1.91% |
$298K - $316K
|
151K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2.95K- 2.08% |
$299K - $317K
|
139K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.95K- 2.72% |
$299K - $318K
|
106K
$13.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-3.03K- 28.54% |
$307K - $326K
|
7.59K
$957K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.15K- 1.03% |
$319K - $339K
|
302K
$38.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.15K- 3.1% |
$319K - $339K
|
98.3K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.16K- 13.67% |
$320K - $340K
|
20K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.17K- 8.53% |
$321K - $341K
|
34K
$4.29M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.2K- 2.33% |
$325K - $345K
|
134K
$16.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-3.23K- 1.81% |
$327K - $347K
|
175K
$22.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-3.24K- 0.88% |
$328K - $349K
|
365K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-3.31K- 3.62% |
$336K - $357K
|
88.2K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.33K- 39.36% |
$338K - $359K
|
5.13K
$647K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-3.35K- 21.73% |
$339K - $360K
|
12.1K
$1.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.42K- 39.37% |
$346K - $368K
|
5.26K
$663K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.42K- 14.82% |
$347K - $368K
|
19.7K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.57K- 62.32% |
$362K - $385K
|
2.16K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.59K- 81.48% |
$363K - $386K
|
815
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.62K- 1.94% |
$367K - $390K
|
183K
$23.1M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.63K- 2.7% |
$368K - $391K
|
131K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.69K- 1.05% |
$374K - $397K
|
349K
$44M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.7K- 2.2% |
$375K - $398K
|
165K
$20.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.76K- 4.15% |
$381K - $405K
|
86.8K
$10.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.79K- 4.82% |
$384K - $408K
|
74.7K
$9.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.82K- 16.6% |
$387K - $411K
|
19.2K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 5.83% |
$402K - $427K
|
64K
$8.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4K- 8.41% |
$405K - $431K
|
43.5K
$5.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.06K- 57.51% |
$411K - $437K
|
3K
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.06K- 9.83% |
$412K - $437K
|
37.2K
$4.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.07K- 4.04% |
$413K - $439K
|
96.9K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 2.73% |
$416K - $442K
|
146K
$18.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.21K- 0.25% |
$427K - $454K
|
1.69M
$213M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.31K- 27.59% |
$436K - $464K
|
11.3K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.31K- 27.59% |
$436K - $464K
|
11.3K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.35K- 22.31% |
$441K - $468K
|
15.1K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.37K- 4.53% |
$443K - $470K
|
92.2K
$11.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.4K- 5.79% |
$446K - $474K
|
71.7K
$9.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.41K- 26.64% |
$447K - $475K
|
12.1K
$1.53M
|