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 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 17.38% |
$1.15M - $1.22M
|
76.8K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
10.9K+ 5.6% |
$1.11M - $1.18M
|
206K
$27.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$1.08M - $1.15M
|
10.7K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.5K+ 2.16% |
$1.07M - $1.13M
|
497K
$66.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10.4K+ 12.13% |
$1.05M - $1.12M
|
96.1K
$12.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.4K+ 15.11% |
$1.05M - $1.12M
|
78.9K
$10.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 2.03% |
$1.04M - $1.1M
|
515K
$69.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
10.1K+ 4.8% |
$1.03M - $1.09M
|
221K
$29.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.96K+ 6.62% |
$1.01M - $1.07M
|
160K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
9.89KNew |
$1M - $1.06M
|
9.89K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.78KNew |
$991K - $1.05M
|
9.78K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.62K+ 8.32% |
$975K - $1.04M
|
125K
$16.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$968K - $1.03M
|
9.55K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.31K+ 1265.49% |
$944K - $1M
|
10.1K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.16K+ 9.04% |
$928K - $986K
|
110K
$14.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.08K+ 4.43% |
$920K - $978K
|
214K
$28.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
9.07KNew |
$919K - $977K
|
9.07K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8.83K+ 25.11% |
$895K - $951K
|
44K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.77K+ 222.45% |
$889K - $944K
|
12.7K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.7K+ 11.1% |
$881K - $936K
|
87K
$11.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.66K+ 7.82% |
$878K - $933K
|
119K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.62K+ 4.91% |
$873K - $928K
|
184K
$24.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
8.6KNew |
$872K - $926K
|
8.6K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.37K+ 7.21% |
$848K - $901K
|
124K
$16.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.12K+ 11.59% |
$823K - $874K
|
78.2K
$10.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.99K+ 14.94% |
$810K - $861K
|
61.5K
$8.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
7.92K+ 13.84% |
$803K - $853K
|
65.2K
$8.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 1.37% |
$797K - $847K
|
583K
$78.4M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.62K+ 4.74% |
$773K - $821K
|
169K
$22.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.45K+ 2.05% |
$755K - $802K
|
371K
$49.9M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
7.41K+ 49.67% |
$751K - $798K
|
22.3K
$3M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.4KNew |
$750K - $797K
|
7.4K
$995K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.17K+ 41.28% |
$726K - $772K
|
24.5K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.17K+ 10.04% |
$726K - $772K
|
78.5K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.01K+ 15.52% |
$711K - $755K
|
52.2K
$7.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7K+ 16.12% |
$710K - $754K
|
50.4K
$6.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.94K+ 3.29% |
$703K - $747K
|
218K
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.9K+ 129.17% |
$700K - $743K
|
12.2K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.81K+ 18.83% |
$690K - $733K
|
43K
$5.78M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.74K+ 21.15% |
$684K - $726K
|
38.6K
$5.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.7K+ 7.73% |
$680K - $722K
|
93.4K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
6.66K+ 50.12% |
$675K - $718K
|
20K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.56KNew |
$665K - $706K
|
6.56K
$882K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.47K+ 1.81% |
$656K - $697K
|
364K
$48.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.41K+ 10.29% |
$649K - $690K
|
68.7K
$9.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.39K+ 20.7% |
$647K - $688K
|
37.2K
$5.01M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.18K+ 101.13% |
$626K - $665K
|
12.3K
$1.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
6.17KNew |
$626K - $665K
|
6.17K
$830K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.15K+ 0.13% |
$623K - $662K
|
4.85M
$653M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
6.13K+ 4.13% |
$621K - $660K
|
154K
$20.8M
|