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 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-221- 1.41% |
$22.4K - $23.8K
|
15.4K
$2.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-229- 1.35% |
$23.2K - $24.7K
|
16.7K
$2.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-230- 10.54% |
$23.3K - $24.8K
|
1.95K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-232- 2.69% |
$23.5K - $25K
|
8.4K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-236- 1.4% |
$23.9K - $25.4K
|
16.7K
$2.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-237- 1.13% |
$24K - $25.5K
|
20.7K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-240- 4.7% |
$24.3K - $25.8K
|
4.87K
$654K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-245- 4.33% |
$24.8K - $26.4K
|
5.41K
$727K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-248- 4.8% |
$25.1K - $26.7K
|
4.92K
$662K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-250- 5.28% |
$25.3K - $26.9K
|
4.48K
$603K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-250- 3.35% |
$25.3K - $26.9K
|
7.22K
$971K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 7.61% |
$25.3K - $26.9K
|
3.04K
$408K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-257- 0.95% |
$26K - $27.7K
|
26.8K
$3.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-267- 8.57% |
$27.1K - $28.8K
|
2.85K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-267- 12.18% |
$27.1K - $28.8K
|
1.93K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-269- 12.06% |
$27.3K - $29K
|
1.96K
$264K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-273- 0.78% |
$27.7K - $29.4K
|
34.9K
$4.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-274- 12.89% |
$27.8K - $29.5K
|
1.85K
$249K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-276- 0.64% |
$28K - $29.7K
|
42.6K
$5.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-278- 7.05% |
$28.2K - $29.9K
|
3.67K
$493K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-284- 35.68% |
$28.8K - $30.6K
|
512
$68.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-286- 1.25% |
$29K - $30.8K
|
22.7K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-287- 12.21% |
$29.1K - $30.9K
|
2.06K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-289- 0.11% |
$29.3K - $31.1K
|
264K
$35.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-292- 3.74% |
$29.6K - $31.4K
|
7.51K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-293- 2.66% |
$29.7K - $31.6K
|
10.7K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-295- 1.85% |
$29.9K - $31.8K
|
15.7K
$2.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-303- 0.44% |
$30.7K - $32.6K
|
68.4K
$9.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-304- 6.33% |
$30.8K - $32.7K
|
4.5K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-305- 3.32% |
$30.9K - $32.8K
|
8.89K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-325- 2.53% |
$32.9K - $35K
|
12.5K
$1.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-328- 12.23% |
$33.2K - $35.3K
|
2.36K
$317K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-332- 2.84% |
$33.7K - $35.7K
|
11.3K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-333- 6.02% |
$33.8K - $35.9K
|
5.2K
$699K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-333- 0.35% |
$33.8K - $35.9K
|
94K
$12.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-333- 4.4% |
$33.8K - $35.9K
|
7.23K
$972K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-335- 7.4% |
$34K - $36.1K
|
4.19K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-338- 88.95% |
$34.3K - $36.4K
|
42
$5.65K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-344- 9.08% |
$34.9K - $37K
|
3.45K
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-344- 2.75% |
$34.9K - $37K
|
12.1K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-347- 15.95% |
$35.2K - $37.4K
|
1.83K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-349- 1.82% |
$35.4K - $37.6K
|
18.9K
$2.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-353- 2.07% |
$35.8K - $38K
|
16.7K
$2.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-353- 0.5% |
$35.8K - $38K
|
70.2K
$9.43M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-356- 0.74% |
$36.1K - $38.3K
|
48K
$6.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-356- 8.17% |
$36.1K - $38.3K
|
4K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-357- 3.23% |
$36.2K - $38.4K
|
10.7K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-358- 18.88% |
$36.3K - $38.5K
|
1.54K
$207K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-358- 3.97% |
$36.3K - $38.5K
|
8.66K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-358- 8.72% |
$36.3K - $38.5K
|
3.75K
$504K
|