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 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
28.5K+ 8.38% |
$2.89M - $3.07M
|
368K
$49.5M
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
25.9K+ 60.75% |
$2.63M - $2.79M
|
68.6K
$9.22M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.9K+ 3.75% |
$2.62M - $2.79M
|
716K
$96.2M
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
25.4KNew |
$2.58M - $2.74M
|
25.4K
$3.42M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 71.51% |
$2.45M - $2.61M
|
58K
$7.8M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
21.9K+ 4.15% |
$2.22M - $2.36M
|
548K
$73.7M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
21.8K+ 620.32% |
$2.21M - $2.35M
|
25.3K
$3.41M
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.5K+ 28.79% |
$2.18M - $2.32M
|
96.3K
$12.9M
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 31.49% |
$2.07M - $2.2M
|
85.2K
$11.5M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
19.9K+ 11.14% |
$2.02M - $2.15M
|
199K
$26.7M
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
19.2K+ 3.37% |
$1.95M - $2.07M
|
590K
$79.3M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.6K+ 5.8% |
$1.88M - $2M
|
339K
$45.6M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.5K+ 66.7% |
$1.88M - $1.99M
|
46.2K
$6.22M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18.4KNew |
$1.87M - $1.98M
|
18.4K
$2.48M
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18.2K+ 6.31% |
$1.84M - $1.96M
|
306K
$41.1M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
17.5K+ 12.49% |
$1.78M - $1.89M
|
158K
$21.2M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
17.5KNew |
$1.77M - $1.88M
|
17.5K
$2.35M
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
17.3KNew |
$1.76M - $1.87M
|
17.3K
$2.33M
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
17.2K+ 203.58% |
$1.74M - $1.85M
|
25.6K
$3.44M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
16.9K+ 22.25% |
$1.72M - $1.82M
|
93.1K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
16.5KNew |
$1.67M - $1.78M
|
16.5K
$2.22M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.1KNew |
$1.63M - $1.73M
|
16.1K
$2.16M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.1K+ 48.19% |
$1.63M - $1.73M
|
49.4K
$6.64M
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.9K+ 8.02% |
$1.61M - $1.72M
|
214K
$28.8M
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 22.14% |
$1.55M - $1.64M
|
84.3K
$11.3M
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15KNew |
$1.52M - $1.62M
|
15K
$2.02M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.8K+ 526.12% |
$1.5M - $1.6M
|
17.6K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.5K+ 3.23% |
$1.47M - $1.56M
|
464K
$62.3M
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
14.3K+ 6.29% |
$1.45M - $1.54M
|
242K
$32.5M
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
14K+ 10.25% |
$1.42M - $1.51M
|
151K
$20.2M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 215.56% |
$1.4M - $1.49M
|
20.2K
$2.72M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.7K+ 13.95% |
$1.38M - $1.47M
|
112K
$15M
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
13.5K+ 5.44% |
$1.37M - $1.45M
|
262K
$35.2M
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 7.5% |
$1.36M - $1.44M
|
192K
$25.8M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.3K+ 15.24% |
$1.35M - $1.43M
|
101K
$13.5M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.2K+ 529.97% |
$1.34M - $1.42M
|
15.7K
$2.11M
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
13.2K+ 585.96% |
$1.34M - $1.42M
|
15.4K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.9K+ 25.87% |
$1.31M - $1.39M
|
62.9K
$8.46M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9K+ 58.61% |
$1.3M - $1.38M
|
34.8K
$4.68M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
12.6K+ 56.24% |
$1.27M - $1.35M
|
34.9K
$4.7M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.5K+ 1.15% |
$1.27M - $1.35M
|
1.1M
$148M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 0.74% |
$1.25M - $1.33M
|
1.68M
$226M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
12.2K+ 4.61% |
$1.24M - $1.32M
|
278K
$37.3M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.1K+ 2.24% |
$1.23M - $1.31M
|
554K
$74.5M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
12.1K+ 39.57% |
$1.23M - $1.3M
|
42.7K
$5.74M
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
12K+ 5.81% |
$1.21M - $1.29M
|
218K
$29.3M
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
11.8K+ 197.23% |
$1.2M - $1.27M
|
17.8K
$2.4M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8K+ 48.52% |
$1.2M - $1.27M
|
36.2K
$4.87M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.8KNew |
$1.19M - $1.27M
|
11.8K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.4K+ 18.88% |
$1.15M - $1.23M
|
71.7K
$9.63M
|