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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
379New |
$23.1K - $24.7K
|
379
$25.9K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
355+ 15.18% |
$21.7K - $23.1K
|
2.69K
$184K
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
345+ 0.35% |
$21.1K - $22.5K
|
98.4K
$6.71M
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
312+ 2.41% |
$19.1K - $20.3K
|
13.3K
$904K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
310+ 1.42% |
$18.9K - $20.2K
|
22.1K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 5.05% |
$18.3K - $19.6K
|
6.24K
$426K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 15.65% |
$18.3K - $19.6K
|
2.22K
$151K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
273New |
$16.7K - $17.8K
|
273
$18.6K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
270+ 2.34% |
$16.5K - $17.6K
|
11.8K
$804K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
270+ 7.06% |
$16.5K - $17.6K
|
4.1K
$280K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
258+ 1.98% |
$15.8K - $16.8K
|
13.3K
$908K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
250New |
$15.3K - $16.3K
|
250
$17.1K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
250+ 3.98% |
$15.3K - $16.3K
|
6.54K
$446K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
245+ 1.57% |
$15K - $16K
|
15.8K
$1.08M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
231+ 1.59% |
$14.1K - $15.1K
|
14.8K
$1.01M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
214+ 1.89% |
$13.1K - $14K
|
11.5K
$788K
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
204+ 4.53% |
$12.5K - $13.3K
|
4.71K
$321K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
200+ 9.83% |
$12.2K - $13K
|
2.24K
$152K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
197+ 7.03% |
$12K - $12.8K
|
3K
$205K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
194+ 1.15% |
$11.8K - $12.7K
|
17K
$1.16M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
192+ 15.72% |
$11.7K - $12.5K
|
1.41K
$96.4K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
187New |
$11.4K - $12.2K
|
187
$12.8K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
178+ 10.61% |
$10.9K - $11.6K
|
1.86K
$127K
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.16% |
$9.47K - $10.1K
|
13.5K
$918K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
154+ 51.33% |
$9.4K - $10K
|
454
$31K
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
150+ 0.57% |
$9.16K - $9.78K
|
26.3K
$1.79M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$9.16K - $9.78K
|
150
$10.2K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
148+ 6.96% |
$9.04K - $9.65K
|
2.28K
$155K
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
148+ 2.31% |
$9.04K - $9.65K
|
6.56K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
146+ 4.48% |
$8.92K - $9.52K
|
3.41K
$232K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
143New |
$8.73K - $9.33K
|
143
$9.76K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
113New |
$6.9K - $7.37K
|
113
$7.71K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
104+ 2.7% |
$6.35K - $6.78K
|
3.96K
$270K
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
102+ 0.48% |
$6.23K - $6.65K
|
21.5K
$1.47M
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
100+ 0.23% |
$6.11K - $6.52K
|
44.4K
$3.03M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 0.83% |
$5.68K - $6.06K
|
11.3K
$774K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
91+ 1.39% |
$5.56K - $5.93K
|
6.65K
$454K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
90+ 0.3% |
$5.5K - $5.87K
|
30.6K
$2.09M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90+ 0.3% |
$5.5K - $5.87K
|
30.6K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
89+ 1.34% |
$5.44K - $5.8K
|
6.73K
$459K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
82+ 1.19% |
$5.01K - $5.35K
|
6.97K
$475K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
79+ 1.48% |
$4.82K - $5.15K
|
5.42K
$370K
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
79+ 0.62% |
$4.82K - $5.15K
|
12.8K
$874K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
67New |
$4.09K - $4.37K
|
67
$4.57K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
64+ 1.92% |
$3.91K - $4.17K
|
3.39K
$231K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$2.75K - $2.93K
|
45
$3.07K
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
41+ 0.01% |
$2.5K - $2.67K
|
336K
$22.9M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
41+ 0.99% |
$2.5K - $2.67K
|
4.16K
$284K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
37+ 0.63% |
$2.26K - $2.41K
|
5.91K
$403K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 1.78% |
$2.02K - $2.15K
|
1.89K
$129K
|