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 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39K- 33.4% |
$3.95M - $4.2M
|
77.8K
$9.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40K- 80.93% |
$4.06M - $4.31M
|
9.44K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.3K- 16.04% |
$4.29M - $4.56M
|
222K
$28M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-46.2K- 9.83% |
$4.68M - $4.97M
|
423K
$53.4M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-46.2K- 9.83% |
$4.68M - $4.97M
|
423K
$53.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-46.2K- 65.4% |
$4.69M - $4.98M
|
24.5K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-50K- 3.16% |
$5.07M - $5.39M
|
1.53M
$194M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-50.2K- 84.28% |
$5.08M - $5.4M
|
9.36K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.1K- 73.02% |
$5.18M - $5.5M
|
18.9K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.1K- 3.79% |
$5.18M - $5.5M
|
1.3M
$164M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-52.6K- 80.75% |
$5.33M - $5.66M
|
12.5K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-57.2K- 73.74% |
$5.8M - $6.16M
|
20.4K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59.3K- 17.23% |
$6.01M - $6.38M
|
285K
$35.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-62K- 21.17% |
$6.29M - $6.68M
|
231K
$29.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-64.2K- 91.73% |
$6.5M - $6.91M
|
5.79K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67.1K- 7.88% |
$6.8M - $7.23M
|
785K
$99M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-69.1K- 2.42% |
$7.01M - $7.44M
|
2.79M
$351M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-69.1K- 2.42% |
$7.01M - $7.44M
|
2.79M
$351M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72.6K- 78.05% |
$7.36M - $7.82M
|
20.4K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.7K- 3.84% |
$8.59M - $9.12M
|
2.12M
$268M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92.5K- 2.07% |
$9.38M - $9.96M
|
4.37M
$551M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-96.4K- 67.03% |
$9.77M - $10.4M
|
47.4K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-140K- 1.47% |
$14.2M - $15.1M
|
9.42M
$1.19B
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-148K- 58.11% |
$15M - $15.9M
|
106K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-175K- 44.71% |
$17.7M - $18.8M
|
216K
$27.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-176K- 55.04% |
$17.9M - $19M
|
144K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-181K- 5.51% |
$18.3M - $19.5M
|
3.1M
$391M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-198K- 4.76% |
$20.1M - $21.3M
|
3.96M
$499M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-211K- 12.49% |
$21.4M - $22.7M
|
1.48M
$186M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-264K- 99.82% |
$26.7M - $28.4M
|
463
$58.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-274K- 99.92% |
$27.8M - $29.5M
|
207
$26.1K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-319K- 28.87% |
$32.4M - $34.4M
|
786K
$99.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-376K- 60.17% |
$38.1M - $40.5M
|
249K
$31.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-385K- 7.9% |
$39M - $41.4M
|
4.49M
$566M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-391K- 99.05% |
$39.6M - $42.1M
|
3.74K
$471K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-434K- 11.16% |
$43.9M - $46.7M
|
3.45M
$435M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-475K- 79.29% |
$48.2M - $51.2M
|
124K
$15.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.1M- 81.64% |
$112M - $119M
|
248K
$31.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.13M- 47.22% |
$115M - $122M
|
1.27M
$160M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.42M- 94.56% |
$144M - $153M
|
81.8K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.82M- 96.72% |
$387M - $411M
|
130K
$16.3M
|