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 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.02% |
$203 - $215
|
8.37K
$1.13M
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.02% |
$203 - $215
|
9.23K
$1.24M
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 3.92% |
$203 - $215
|
53
$7.13K
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.07% |
$203 - $215
|
3.03K
$407K
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.54% |
$101 - $108
|
66
$8.87K
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$101 - $108
|
3.87K
$520K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$101 - $108
|
1.61K
$216K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.04% |
$101 - $108
|
2.39K
$322K
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $108
|
2.43K
$327K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.05% |
$101 - $108
|
1.93K
$260K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.22% |
$101 - $108
|
466
$62.7K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $108
|
6.56K
$881K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.11% |
$101 - $108
|
91
$12.2K
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.05% |
$101 - $108
|
2.1K
$282K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $108
|
3.93K
$528K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.44% |
$101 - $108
|
230
$30.9K
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$101 - $108
|
12.6K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.01% |
$101 - $108
|
12.5K
$1.68M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.04% |
$101 - $108
|
2.56K
$344K
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$101 - $108
|
2.44K
$327K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.47% |
$101 - $108
|
213
$28.6K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.01% |
$101 - $108
|
13.3K
$1.78M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.01% |
$203 - $215
|
19.1K
$2.57M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- -0.0% |
$304 - $323
|
64.2K
$8.63M
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.01% |
$405 - $431
|
30.3K
$4.08M
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-9- 0.01% |
$912 - $969
|
138K
$18.6M
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-9- 0.23% |
$912 - $969
|
3.9K
$524K
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.2% |
$1.01K - $1.08K
|
5.02K
$675K
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-10- 0.34% |
$1.01K - $1.08K
|
2.96K
$398K
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$1.01K - $1.08K
|
8.12K
$1.09M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 0.5% |
$1.01K - $1.08K
|
2.01K
$270K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10- 0.06% |
$1.01K - $1.08K
|
17.4K
$2.33M
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 0.53% |
$1.22K - $1.29K
|
2.24K
$301K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-13- 0.38% |
$1.32K - $1.4K
|
3.41K
$458K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-15- 0.15% |
$1.52K - $1.62K
|
9.93K
$1.34M
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-19- 95.0% |
$1.93K - $2.05K
|
1
$134
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.82% |
$2.03K - $2.15K
|
2.41K
$324K
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-22- 1.12% |
$2.23K - $2.37K
|
1.94K
$261K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 0.49% |
$2.23K - $2.37K
|
4.46K
$600K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-22- 1.05% |
$2.23K - $2.37K
|
2.08K
$280K
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.79% |
$2.43K - $2.58K
|
3.03K
$407K
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-24- 0.58% |
$2.43K - $2.58K
|
4.09K
$549K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25- 1.17% |
$2.53K - $2.69K
|
2.12K
$285K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25- 0.56% |
$2.53K - $2.69K
|
4.43K
$595K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-29- 1.92% |
$2.94K - $3.12K
|
1.49K
$200K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-30- 0.97% |
$3.04K - $3.23K
|
3.06K
$411K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-30- 1.2% |
$3.04K - $3.23K
|
2.46K
$331K
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-33- 0.75% |
$3.34K - $3.55K
|
4.35K
$585K
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-33- 1.31% |
$3.34K - $3.55K
|
2.49K
$335K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.87% |
$3.55K - $3.77K
|
3.99K
$536K
|