Purchases and Sales Made in Q2 2023 in Vanguard Whitehall Fds Intl Hi (VYMI)
This table provides information about the institutional ownership of Vanguard Whitehall Fds Intl Hi (VYMI) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS INTL HI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.14M+ 11040.16% |
$131M - $139M
|
2.16M
$147M
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
586K+ 132.53% |
$35.8M - $38.2M
|
1.03M
$69.8M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 28.97% |
$13.2M - $14.1M
|
961K
$65.3M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
213K+ 5.23% |
$13M - $13.9M
|
4.29M
$291M
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
204K+ 43910.97% |
$12.5M - $13.3M
|
205K
$13.9M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195K+ 27.61% |
$11.9M - $12.7M
|
902K
$61.3M
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
185KNew |
$11.3M - $12.1M
|
185K
$12.6M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
182K+ 7.43% |
$11.1M - $11.9M
|
2.63M
$179M
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
141KNew |
$8.63M - $9.22M
|
141K
$9.6M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 6.6% |
$6.39M - $6.82M
|
1.69M
$115M
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
103K+ 1954.83% |
$6.31M - $6.74M
|
109K
$7.38M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
101K+ 29.05% |
$6.19M - $6.61M
|
451K
$30.6M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
89.9KNew |
$5.49M - $5.86M
|
89.9K
$6.11M
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
84.2K+ 18.91% |
$5.14M - $5.49M
|
529K
$36M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
73.9K+ 13.45% |
$4.51M - $4.82M
|
623K
$42.3M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
62.4KNew |
$3.81M - $4.07M
|
62.4K
$4.24M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
49K+ 20.7% |
$2.99M - $3.2M
|
286K
$19.4M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.7K+ 30.88% |
$2.91M - $3.11M
|
202K
$13.7M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.9K+ 14.77% |
$2.8M - $2.99M
|
357K
$24.2M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
45.6KNew |
$2.79M - $2.98M
|
45.6K
$3.1M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.6K+ 4.49% |
$2.42M - $2.58M
|
921K
$62.6M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
38K+ 2.27% |
$2.32M - $2.48M
|
1.72M
$117M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
37.4K+ 26.25% |
$2.28M - $2.44M
|
180K
$12.2M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
36.1K+ 80.89% |
$2.2M - $2.35M
|
80.6K
$5.48M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.3K+ 11.81% |
$2.09M - $2.23M
|
324K
$22M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
31.2K+ 7.16% |
$1.9M - $2.03M
|
466K
$31.7M
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 12.24% |
$1.9M - $2.03M
|
285K
$19.4M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.6K+ 17.62% |
$1.87M - $1.99M
|
204K
$13.9M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 1.86% |
$1.85M - $1.98M
|
1.66M
$113M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 14.27% |
$1.76M - $1.88M
|
231K
$15.7M
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
28.2KNew |
$1.72M - $1.84M
|
28.2K
$1.91M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 5.64% |
$1.56M - $1.67M
|
480K
$32.6M
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24KNew |
$1.47M - $1.57M
|
24K
$1.63M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22KNew |
$1.34M - $1.43M
|
22K
$1.49M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 9.71% |
$1.34M - $1.43M
|
248K
$16.8M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.7K+ 165.17% |
$1.21M - $1.29M
|
31.7K
$2.15M
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 5.51% |
$1.19M - $1.27M
|
372K
$25.3M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
19.1K+ 7.29% |
$1.16M - $1.24M
|
281K
$19.1M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18.6KNew |
$1.13M - $1.21M
|
18.6K
$1.26M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
17.3K+ 50.15% |
$1.05M - $1.13M
|
51.7K
$3.51M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.7K+ 5.51% |
$1.02M - $1.09M
|
320K
$21.7M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.3K+ 18.78% |
$996K - $1.06M
|
103K
$7.01M
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.2K+ 5.77% |
$986K - $1.05M
|
296K
$20.1M
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16KNew |
$977K - $1.04M
|
16K
$1.09M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.8K+ 12.26% |
$964K - $1.03M
|
145K
$9.83M
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
15.5K+ 28.25% |
$949K - $1.01M
|
70.6K
$4.8M
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
15.5K+ 6.01% |
$945K - $1.01M
|
273K
$18.5M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.8K+ 15.23% |
$901K - $962K
|
112K
$7.58M
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14.2KNew |
$865K - $923K
|
14.2K
$962K
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
14K+ 592.02% |
$856K - $914K
|
16.4K
$1.11M
|