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 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-4.46K- 23.04% |
$452K - $481K
|
14.9K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.7K- 22.0% |
$476K - $506K
|
16.7K
$2.1M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.75K- 38.71% |
$481K - $511K
|
7.52K
$948K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.82K- 1.56% |
$488K - $519K
|
303K
$38.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-4.83K- 20.14% |
$490K - $520K
|
19.2K
$2.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.89K- 3.5% |
$496K - $527K
|
135K
$17M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5K- 60.64% |
$507K - $538K
|
3.25K
$409K
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5K- 17.59% |
$507K - $538K
|
23.4K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.06K- 4.23% |
$513K - $545K
|
114K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.17K- 1.03% |
$524K - $557K
|
499K
$63M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5.26K- 3.17% |
$533K - $566K
|
161K
$20.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.28K- 4.61% |
$536K - $569K
|
109K
$13.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.29K- 37.98% |
$536K - $570K
|
8.64K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-5.32K- 27.6% |
$539K - $573K
|
14K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.58K- 4.44% |
$565K - $600K
|
120K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.66K- 29.13% |
$573K - $609K
|
13.8K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.75K- 68.1% |
$583K - $619K
|
2.69K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.8K- 4.17% |
$588K - $625K
|
133K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.89K- 74.61% |
$597K - $634K
|
2K
$253K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.97K- 19.45% |
$605K - $643K
|
24.7K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-5.99K- 47.91% |
$607K - $645K
|
6.51K
$821K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-6.03K- 5.98% |
$611K - $649K
|
94.8K
$12M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-6.08K- 5.99% |
$616K - $654K
|
95.4K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.14K- 41.09% |
$622K - $661K
|
8.8K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-6.31K- 5.13% |
$639K - $679K
|
117K
$14.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.35K- 3.42% |
$643K - $683K
|
179K
$22.6M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.36KClosed |
$644K - $684K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.41K- 22.34% |
$650K - $690K
|
22.3K
$2.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.53K- 6.49% |
$662K - $703K
|
94.1K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.64K- 36.0% |
$673K - $715K
|
11.8K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.67K- 5.05% |
$676K - $719K
|
125K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.77K- 77.35% |
$686K - $729K
|
1.98K
$250K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.85K- 8.35% |
$694K - $738K
|
75.2K
$9.48M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.87K- 29.75% |
$696K - $739K
|
16.2K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.87K- 13.32% |
$697K - $740K
|
44.7K
$5.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-7.12K- 12.35% |
$722K - $767K
|
50.6K
$6.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.7K- 1.5% |
$780K - $829K
|
506K
$63.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.81K- 1.6% |
$792K - $841K
|
482K
$60.8M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-7.9K- 1.94% |
$801K - $851K
|
398K
$50.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-8.37K- 58.02% |
$848K - $901K
|
6.05K
$763K
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-8.55K- 48.56% |
$866K - $920K
|
9.05K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8.56K- 4.68% |
$867K - $921K
|
174K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.66K- 0.47% |
$878K - $933K
|
1.84M
$233M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.78K- 0.78% |
$890K - $945K
|
1.11M
$141M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-8.9K- 17.8% |
$902K - $958K
|
41.1K
$5.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-8.98K- 56.74% |
$910K - $967K
|
6.85K
$863K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.21K- 15.51% |
$934K - $992K
|
50.2K
$6.33M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-10.2K- 33.64% |
$1.04M - $1.1M
|
20.2K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.6K- 4.79% |
$1.08M - $1.14M
|
211K
$26.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10.7K- 8.65% |
$1.08M - $1.15M
|
113K
$14.2M
|