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 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.7K- 17.62% |
$1.19M - $1.26M
|
54.9K
$7.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 37.78% |
$1.22M - $1.29M
|
19.8K
$2.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-12K- 2.97% |
$1.22M - $1.29M
|
393K
$52.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12.1K- 9.22% |
$1.23M - $1.31M
|
119K
$16.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 1.43% |
$1.26M - $1.34M
|
860K
$116M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-12.6K- 22.85% |
$1.28M - $1.36M
|
42.5K
$5.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.8K- 38.24% |
$1.3M - $1.38M
|
20.7K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.9K- 5.87% |
$1.31M - $1.39M
|
207K
$27.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.4K- 41.4% |
$1.36M - $1.44M
|
19K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 3.88% |
$1.43M - $1.52M
|
351K
$47.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-14.5K- 10.57% |
$1.47M - $1.56M
|
122K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.5K- 41.54% |
$1.47M - $1.56M
|
20.5K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14.6K- 47.53% |
$1.48M - $1.57M
|
16.1K
$2.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-15.3K- 46.89% |
$1.55M - $1.65M
|
17.3K
$2.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15.5K- 49.64% |
$1.57M - $1.67M
|
15.7K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.8K- 99.8% |
$1.6M - $1.7M
|
32
$4.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-15.9K- 9.81% |
$1.61M - $1.71M
|
146K
$19.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-15.9K- 28.52% |
$1.62M - $1.72M
|
40K
$5.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.4K- 63.94% |
$1.66M - $1.76M
|
9.23K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-16.4K- 10.59% |
$1.67M - $1.77M
|
139K
$18.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.3K- 5.97% |
$1.75M - $1.86M
|
272K
$36.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-17.4K- 14.24% |
$1.76M - $1.87M
|
105K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-18.5K- 15.77% |
$1.87M - $1.99M
|
98.8K
$13.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.6K- 3.82% |
$1.88M - $2M
|
468K
$62.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.9K- 7.11% |
$1.91M - $2.03M
|
247K
$33.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-19.3K- 26.54% |
$1.95M - $2.08M
|
53.4K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.3K- 28.85% |
$1.96M - $2.08M
|
47.6K
$6.4M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-19.5KClosed |
$1.97M - $2.1M
|
0
$0
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-20.5K- 15.19% |
$2.08M - $2.21M
|
114K
$15.4M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.9K- 41.79% |
$2.11M - $2.25M
|
29.1K
$3.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.8K- 2.44% |
$2.21M - $2.34M
|
870K
$117M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22.2K- 34.78% |
$2.25M - $2.39M
|
41.7K
$5.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-22.9K- 61.51% |
$2.32M - $2.46M
|
14.3K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-24.6K- 68.41% |
$2.49M - $2.64M
|
11.3K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.6K- 3.56% |
$2.49M - $2.65M
|
666K
$89.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-24.8K- 86.38% |
$2.51M - $2.67M
|
3.9K
$525K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-24.8K- 9.39% |
$2.52M - $2.67M
|
240K
$32.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
SELL
|
- |
-25.9K- 6.69% |
$2.62M - $2.78M
|
361K
$48.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.4K- 18.65% |
$2.68M - $2.84M
|
115K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-27.1K- 16.78% |
$2.75M - $2.92M
|
134K
$18.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-28.5K- 11.83% |
$2.89M - $3.07M
|
212K
$28.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-29.5K- 79.51% |
$2.99M - $3.18M
|
7.61K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-30K- 71.78% |
$3.04M - $3.23M
|
11.8K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30.1K- 28.8% |
$3.05M - $3.24M
|
74.3K
$9.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33.1K- 99.93% |
$3.35M - $3.56M
|
23
$3.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.9K- 8.36% |
$3.44M - $3.65M
|
372K
$50M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.6K- 9.21% |
$3.7M - $3.94M
|
360K
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.8K- 45.15% |
$3.73M - $3.96M
|
44.6K
$6M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-37.7K- 86.96% |
$3.82M - $4.06M
|
5.65K
$760K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39K- 33.4% |
$3.95M - $4.2M
|
77.8K
$10.5M
|