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 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
538+ 2.19% |
$54.5K - $57.9K
|
25.1K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
536+ 3.05% |
$54.3K - $57.7K
|
18.1K
$2.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
512+ 20.86% |
$51.9K - $55.1K
|
2.97K
$395K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
505+ 5.74% |
$51.2K - $54.4K
|
9.31K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
503+ 2.43% |
$51K - $54.2K
|
21.2K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
499+ 7.97% |
$50.6K - $53.7K
|
6.76K
$899K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
491+ 8.72% |
$49.8K - $52.9K
|
6.12K
$815K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
486+ 0.5% |
$49.3K - $52.3K
|
98.5K
$13.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
483+ 0.5% |
$49K - $52K
|
96.9K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
480+ 20.71% |
$48.7K - $51.7K
|
2.8K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
479+ 0.17% |
$48.6K - $51.6K
|
288K
$38.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
460+ 3.38% |
$46.6K - $49.5K
|
14.1K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
459+ 0.71% |
$46.5K - $49.4K
|
65.3K
$8.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
451+ 0.86% |
$45.7K - $48.6K
|
53.2K
$7.08M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
450+ 12.21% |
$45.6K - $48.5K
|
4.14K
$550K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
448+ 3.06% |
$45.4K - $48.2K
|
15.1K
$2.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
447+ 2.37% |
$45.3K - $48.1K
|
19.3K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
440+ 1.11% |
$44.6K - $47.4K
|
40.1K
$5.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
431+ 130.21% |
$43.7K - $46.4K
|
762
$101K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
429+ 3.73% |
$43.5K - $46.2K
|
11.9K
$1.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
421+ 0.94% |
$42.7K - $45.3K
|
45.1K
$6M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
414+ 0.89% |
$42K - $44.6K
|
47.2K
$6.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
410+ 1.32% |
$41.6K - $44.1K
|
31.5K
$4.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
410+ 4.34% |
$41.6K - $44.1K
|
9.86K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
404+ 17.21% |
$40.9K - $43.5K
|
2.75K
$366K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
397+ 8.22% |
$40.2K - $42.7K
|
5.23K
$696K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
395+ 0.68% |
$40K - $42.5K
|
58.8K
$7.82M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
394+ 0.71% |
$39.9K - $42.4K
|
55.6K
$7.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
390+ 2.4% |
$39.5K - $42K
|
16.6K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
381+ 5.67% |
$38.6K - $41K
|
7.11K
$945K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
376+ 0.43% |
$38.1K - $40.5K
|
86.9K
$11.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
375+ 44.33% |
$38K - $40.4K
|
1.22K
$162K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
362+ 14.67% |
$36.7K - $39K
|
2.83K
$377K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
360+ 13.33% |
$36.5K - $38.8K
|
3.06K
$407K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
356+ 0.89% |
$36.1K - $38.3K
|
40.6K
$5.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
345+ 1.14% |
$35K - $37.1K
|
30.6K
$4.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
345+ 9.65% |
$35K - $37.1K
|
3.92K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
345+ 0.93% |
$35K - $37.1K
|
37.2K
$4.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
344+ 1.17% |
$34.9K - $37K
|
29.8K
$3.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
341+ 2.19% |
$34.6K - $36.7K
|
15.9K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
338+ 1.67% |
$34.3K - $36.4K
|
20.5K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
335+ 32.43% |
$34K - $36.1K
|
1.37K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
333+ 1.65% |
$33.8K - $35.9K
|
20.5K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
323+ 0.92% |
$32.7K - $34.8K
|
35.6K
$4.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
317+ 2.4% |
$32.1K - $34.1K
|
13.5K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
314+ 0.64% |
$31.8K - $33.8K
|
49.2K
$6.54M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
309+ 1.79% |
$31.3K - $33.3K
|
17.6K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
305+ 0.56% |
$30.9K - $32.8K
|
55K
$7.32M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
295+ 5.22% |
$29.9K - $31.8K
|
5.95K
$792K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
295+ 4.63% |
$29.9K - $31.8K
|
6.66K
$886K
|