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
|
New England Professional Planning Group Inc.
|
BUY
|
- |
295+ 5.22% |
$29.9K - $31.8K
|
5.95K
$796K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
295+ 4.63% |
$29.9K - $31.8K
|
6.66K
$891K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
295+ 0.86% |
$29.9K - $31.8K
|
34.4K
$4.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
292+ 6.34% |
$29.6K - $31.4K
|
4.9K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
291+ 2.32% |
$29.5K - $31.3K
|
12.8K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
283+ 1.06% |
$28.7K - $30.5K
|
27.1K
$3.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
279+ 92.08% |
$28.3K - $30K
|
582
$77.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
272+ 8.21% |
$27.6K - $29.3K
|
3.58K
$479K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
270+ 1.68% |
$27.4K - $29.1K
|
16.4K
$2.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
269+ 1.67% |
$27.3K - $29K
|
16.4K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
260+ 0.79% |
$26.4K - $28K
|
33.2K
$4.44M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
256+ 10.02% |
$25.9K - $27.6K
|
2.81K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
255+ 0.08% |
$25.8K - $27.5K
|
303K
$40.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
247+ 4.63% |
$25K - $26.6K
|
5.58K
$746K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
246+ 455.56% |
$24.9K - $26.5K
|
300
$40.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
239+ 5.6% |
$24.2K - $25.7K
|
4.5K
$603K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
238+ 1.75% |
$24.1K - $25.6K
|
13.8K
$1.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
236+ 0.82% |
$23.9K - $25.4K
|
29K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
233+ 4.55% |
$23.6K - $25.1K
|
5.35K
$716K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
230+ 0.64% |
$23.3K - $24.8K
|
36.3K
$4.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
229+ 0.91% |
$23.2K - $24.7K
|
25.3K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
229+ 6.74% |
$23.2K - $24.7K
|
3.63K
$485K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
224+ 0.7% |
$22.7K - $24.1K
|
32K
$4.29M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
224+ 0.7% |
$22.7K - $24.1K
|
32K
$4.29M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
218+ 3.64% |
$22.1K - $23.5K
|
6.2K
$830K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
210+ 1.67% |
$21.3K - $22.6K
|
12.8K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
205+ 18.27% |
$20.8K - $22.1K
|
1.33K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
201+ 3.6% |
$20.4K - $21.6K
|
5.79K
$775K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
199+ 10.08% |
$20.2K - $21.4K
|
2.17K
$291K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
185+ 3.03% |
$18.8K - $19.9K
|
6.29K
$841K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
180New |
$18.2K - $19.4K
|
180
$24.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
179+ 3.77% |
$18.1K - $19.3K
|
4.93K
$659K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
171+ 4.1% |
$17.3K - $18.4K
|
4.34K
$581K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
171+ 0.99% |
$17.3K - $18.4K
|
17.5K
$2.34M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
169New |
$17.1K - $18.2K
|
169
$22.6K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
168+ 28.19% |
$17K - $18.1K
|
764
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
166+ 0.22% |
$16.8K - $17.9K
|
74.1K
$9.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
165+ 1.5% |
$16.7K - $17.8K
|
11.1K
$1.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
163+ 1.02% |
$16.5K - $17.6K
|
16.1K
$2.15M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
161New |
$16.3K - $17.3K
|
161
$21.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
157+ 0.93% |
$15.9K - $16.9K
|
17K
$2.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
153New |
$15.5K - $16.5K
|
153
$20.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
151+ 4.36% |
$15.3K - $16.3K
|
3.62K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
150+ 2.35% |
$15.2K - $16.2K
|
6.54K
$874K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
148+ 69.16% |
$15K - $15.9K
|
362
$48.4K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
145New |
$14.7K - $15.6K
|
145
$19.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
144+ 0.83% |
$14.6K - $15.5K
|
17.5K
$2.35M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
141+ 1.67% |
$14.3K - $15.2K
|
8.57K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
140+ 2.5% |
$14.2K - $15.1K
|
5.75K
$769K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
139+ 0.53% |
$14.1K - $15K
|
26.3K
$3.51M
|