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 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
10.2MNew |
$1.03B - $1.1B
|
10.2M
$1.37B
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
560K+ 13.08% |
$56.7M - $60.2M
|
4.84M
$650M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
421K+ 37.22% |
$42.7M - $45.4M
|
1.55M
$209M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 2.3% |
$26.8M - $28.5M
|
11.8M
$1.58B
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
263K+ 26446.13% |
$26.7M - $28.3M
|
264K
$35.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
206K+ 3552.58% |
$20.9M - $22.2M
|
212K
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
199K+ 14.98% |
$20.2M - $21.4M
|
1.53M
$206M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
195K+ 5.33% |
$19.8M - $21M
|
3.86M
$519M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
188KNew |
$19.1M - $20.3M
|
188K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155K+ 10.09% |
$15.7M - $16.7M
|
1.69M
$227M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
107K+ 2256.37% |
$10.8M - $11.5M
|
111K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
105KNew |
$10.7M - $11.4M
|
105K
$14.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
104K+ 1413.08% |
$10.5M - $11.2M
|
111K
$14.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
100KNew |
$10.2M - $10.8M
|
100K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
92.7K+ 569.38% |
$9.39M - $9.98M
|
109K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
90K+ 546.09% |
$9.12M - $9.69M
|
106K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
75.7K+ 3168.45% |
$7.68M - $8.15M
|
78.1K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75.5KNew |
$7.65M - $8.13M
|
75.5K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
67.8KNew |
$6.87M - $7.3M
|
67.8K
$9.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
66.6KNew |
$6.75M - $7.18M
|
66.6K
$8.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
64.2K+ 742.14% |
$6.5M - $6.91M
|
72.8K
$9.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
62.4K+ 38.47% |
$6.32M - $6.72M
|
224K
$30.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.1K+ 5.8% |
$5.69M - $6.04M
|
1.02M
$138M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
53.3K+ 565.3% |
$5.41M - $5.74M
|
62.8K
$8.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.3K+ 2197.36% |
$5.4M - $5.74M
|
55.7K
$7.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
50.9K+ 8.56% |
$5.16M - $5.48M
|
646K
$86.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
49.8K+ 552.73% |
$5.05M - $5.37M
|
58.9K
$7.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
46.9K+ 361.03% |
$4.75M - $5.05M
|
59.8K
$8.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
44.8K+ 39.87% |
$4.54M - $4.82M
|
157K
$21.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
42.8K+ 7.23% |
$4.34M - $4.61M
|
635K
$85.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
42.8KNew |
$4.34M - $4.61M
|
42.8K
$5.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42.6K+ 3.11% |
$4.32M - $4.59M
|
1.41M
$190M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
41.8KNew |
$4.24M - $4.51M
|
41.8K
$5.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
39.9K+ 64.46% |
$4.05M - $4.3M
|
102K
$13.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
39.2K+ 18.42% |
$3.97M - $4.22M
|
252K
$33.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
37.7K+ 14.2% |
$3.83M - $4.06M
|
304K
$40.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
37.7K+ 8.72% |
$3.82M - $4.06M
|
470K
$63.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
37.6K+ 28.05% |
$3.81M - $4.05M
|
172K
$23.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
36.7K+ 4.3% |
$3.72M - $3.95M
|
889K
$120M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.6K+ 1.7% |
$3.71M - $3.95M
|
2.19M
$294M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
36.6K+ 16.29% |
$3.7M - $3.94M
|
261K
$35.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.9K+ 11.77% |
$3.44M - $3.65M
|
322K
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
33.1KNew |
$3.35M - $3.56M
|
33.1K
$4.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.8K+ 10611.65% |
$3.32M - $3.53M
|
33.1K
$4.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30K+ 8.2% |
$3.04M - $3.23M
|
396K
$53.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
30K+ 64.5% |
$3.04M - $3.23M
|
76.5K
$10.3M
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
29.5K+ 77.99% |
$2.99M - $3.18M
|
67.4K
$9.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
29.5K+ 4769.42% |
$2.99M - $3.17M
|
30.1K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.4K+ 4.75% |
$2.98M - $3.17M
|
648K
$87.1M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28.6K+ 154.77% |
$2.9M - $3.08M
|
47.1K
$6.33M
|