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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
132+ 3.31% |
$13.4K - $14.2K
|
4.12K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 0.35% |
$13.2K - $14K
|
36.9K
$4.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
129+ 0.13% |
$13.1K - $13.9K
|
103K
$13.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
129+ 4.1% |
$13.1K - $13.9K
|
3.28K
$441K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
128+ 4.16% |
$13K - $13.8K
|
3.2K
$431K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
125+ 2.62% |
$12.7K - $13.5K
|
4.9K
$658K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
125+ 3.41% |
$12.7K - $13.5K
|
3.79K
$509K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
112+ 0.13% |
$11.4K - $12.1K
|
87.7K
$11.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
110+ 1.65% |
$11.1K - $11.8K
|
6.78K
$912K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
106+ 0.18% |
$10.7K - $11.4K
|
60.2K
$8.1M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
105+ 1.2% |
$10.6K - $11.3K
|
8.87K
$1.19M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 1.97% |
$10.3K - $11K
|
5.29K
$711K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
100+ 1.5% |
$10.1K - $10.8K
|
6.76K
$909K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
100+ 2.09% |
$10.1K - $10.8K
|
4.88K
$656K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
93+ 0.55% |
$9.43K - $10K
|
17K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
90+ 1.82% |
$9.12K - $9.69K
|
5.05K
$679K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
87+ 0.7% |
$8.82K - $9.37K
|
12.5K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
87+ 0.44% |
$8.82K - $9.37K
|
19.8K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
86+ 0.83% |
$8.72K - $9.26K
|
10.4K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
84+ 0.79% |
$8.51K - $9.05K
|
10.8K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
83+ 2.03% |
$8.41K - $8.94K
|
4.17K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
82+ 2.94% |
$8.31K - $8.83K
|
2.87K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
82+ 84.54% |
$8.31K - $8.83K
|
179
$24.1K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
82+ 2.25% |
$8.31K - $8.83K
|
3.72K
$501K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
81+ 5.54% |
$8.21K - $8.72K
|
1.54K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
81New |
$8.21K - $8.72K
|
81
$10.9K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
78+ 1.27% |
$7.91K - $8.4K
|
6.24K
$839K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
77+ 513.33% |
$7.8K - $8.29K
|
92
$12.4K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
74+ 15.95% |
$7.5K - $7.97K
|
538
$72.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
73+ 1.74% |
$7.4K - $7.86K
|
4.27K
$574K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 2.81% |
$7.4K - $7.86K
|
2.67K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71+ 2.73% |
$7.2K - $7.65K
|
2.68K
$360K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
71+ 0.78% |
$7.2K - $7.65K
|
9.18K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
70+ 3.19% |
$7.1K - $7.54K
|
2.27K
$305K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 0.96% |
$7.1K - $7.54K
|
7.37K
$990K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
70+ 19.5% |
$7.1K - $7.54K
|
429
$57.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
68+ 0.43% |
$6.89K - $7.32K
|
15.8K
$2.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
66+ 0.84% |
$6.69K - $7.11K
|
7.95K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
65+ 0.53% |
$6.59K - $7K
|
12.4K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
64+ 2.34% |
$6.49K - $6.89K
|
2.8K
$377K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
63+ 0.51% |
$6.39K - $6.78K
|
12.5K
$1.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
62+ 0.56% |
$6.28K - $6.68K
|
11.1K
$1.49M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
61+ 0.91% |
$6.18K - $6.57K
|
6.75K
$908K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
56+ 0.79% |
$5.68K - $6.03K
|
7.18K
$965K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
55New |
$5.57K - $5.92K
|
55
$7.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
53+ 0.48% |
$5.37K - $5.71K
|
11.1K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
52+ 0.87% |
$5.27K - $5.6K
|
6.02K
$810K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
52+ 0.87% |
$5.27K - $5.6K
|
6.02K
$810K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.15% |
$5.17K - $5.49K
|
35.1K
$4.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
50+ 0.82% |
$5.07K - $5.38K
|
6.15K
$827K
|