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 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
6.09K+ 4.28% |
$617K - $656K
|
149K
$18.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.06KNew |
$615K - $653K
|
6.06K
$765K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.01K+ 66.77% |
$609K - $647K
|
15K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
5.92K+ 1.7% |
$600K - $637K
|
354K
$44.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.91K+ 146.66% |
$599K - $637K
|
9.94K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.87K+ 2.44% |
$595K - $632K
|
247K
$31.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.86K+ 6.89% |
$594K - $631K
|
90.9K
$11.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
5.75K+ 28.99% |
$583K - $619K
|
25.6K
$3.22M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.57K+ 322.83% |
$565K - $600K
|
7.3K
$920K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
5.37K+ 31.47% |
$544K - $578K
|
22.4K
$2.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
5.17K+ 2.13% |
$524K - $557K
|
248K
$31.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.13K+ 2.03% |
$520K - $552K
|
257K
$32.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.05K+ 6.44% |
$512K - $544K
|
83.5K
$10.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.02K+ 7.34% |
$509K - $541K
|
73.4K
$9.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.92KNew |
$498K - $529K
|
4.92K
$620K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.84K+ 3.0% |
$491K - $521K
|
166K
$20.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.82K+ 4871.72% |
$489K - $519K
|
4.92K
$621K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
4.82KNew |
$488K - $519K
|
4.82K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
4.79K+ 16.55% |
$486K - $516K
|
33.7K
$4.26M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.76K+ 38.75% |
$482K - $512K
|
17K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.74K+ 4.77% |
$481K - $511K
|
104K
$13.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.72KNew |
$479K - $509K
|
4.72K
$596K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.7K+ 60.64% |
$476K - $506K
|
12.4K
$1.57M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.49K+ 54.98% |
$455K - $483K
|
12.6K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.41K+ 14.45% |
$447K - $475K
|
34.9K
$4.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.4K+ 2.21% |
$446K - $474K
|
203K
$25.6M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.38K+ 6.62% |
$444K - $472K
|
70.6K
$8.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.37K+ 5.3% |
$443K - $471K
|
86.9K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.37K+ 2.46% |
$443K - $470K
|
182K
$23M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.31K+ 116.84% |
$437K - $464K
|
8K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.28KNew |
$434K - $461K
|
4.28K
$540K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4.25K+ 13.94% |
$430K - $457K
|
34.7K
$4.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
4.22K+ 19.48% |
$428K - $455K
|
25.9K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.09K+ 12.06% |
$414K - $440K
|
38K
$4.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.09KNew |
$414K - $440K
|
4.09K
$515K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.07K+ 10.55% |
$412K - $438K
|
42.6K
$5.38M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4K+ 30.38% |
$405K - $431K
|
17.2K
$2.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
4K+ 8.33% |
$405K - $431K
|
52K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.96KNew |
$402K - $427K
|
3.96K
$500K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.93KNew |
$398K - $423K
|
3.93K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.91K+ 11.56% |
$397K - $421K
|
37.8K
$4.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.88KNew |
$393K - $418K
|
3.88K
$490K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.84KNew |
$389K - $413K
|
3.84K
$484K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.83KNew |
$388K - $412K
|
3.83K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.81K+ 23.96% |
$386K - $411K
|
19.7K
$2.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.73K+ 1.43% |
$378K - $401K
|
265K
$33.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.68KNew |
$373K - $396K
|
3.68K
$464K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.68K+ 5.69% |
$372K - $396K
|
68.3K
$8.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.67KNew |
$372K - $396K
|
3.67K
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 7.13% |
$364K - $387K
|
53.9K
$6.8M
|