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 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.44K+ 2.98% |
$247K - $263K
|
84.2K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
2.4K+ 69.91% |
$243K - $258K
|
5.83K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.4KNew |
$243K - $258K
|
2.4K
$323K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
2.38K+ 65.17% |
$241K - $256K
|
6.02K
$810K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.33K+ 30.16% |
$236K - $251K
|
10.1K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
2.32K+ 2.75% |
$235K - $250K
|
86.7K
$11.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.31K+ 10.34% |
$234K - $249K
|
24.7K
$3.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.31K+ 6.28% |
$234K - $249K
|
39.1K
$5.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.28K+ 1.54% |
$231K - $245K
|
150K
$20.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.27K+ 1.66% |
$230K - $245K
|
139K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 1.92% |
$230K - $245K
|
120K
$16.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
2.26K+ 54.84% |
$229K - $243K
|
6.37K
$857K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 2.37% |
$228K - $242K
|
97.1K
$13.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.24KNew |
$227K - $241K
|
2.24K
$301K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.22K+ 24.45% |
$225K - $239K
|
11.3K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.22K+ 7.77% |
$225K - $239K
|
30.8K
$4.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.21K+ 3.33% |
$224K - $238K
|
68.6K
$9.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.21K+ 1.12% |
$224K - $238K
|
199K
$26.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.21K+ 5.26% |
$224K - $238K
|
44.2K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.2K+ 11.69% |
$223K - $237K
|
21K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$221K - $235K
|
2.18K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.18KNew |
$220K - $234K
|
2.18K
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.16K+ 8.05% |
$219K - $233K
|
29.1K
$3.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.16K+ 10.88% |
$219K - $233K
|
22K
$2.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.13K+ 26.34% |
$216K - $230K
|
10.2K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.09K+ 15.36% |
$212K - $225K
|
15.7K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.08K+ 4.15% |
$211K - $224K
|
52.2K
$7.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.08K+ 21.87% |
$211K - $224K
|
11.6K
$1.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.07K+ 1.32% |
$210K - $223K
|
159K
$21.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.05K+ 6.19% |
$207K - $220K
|
35.1K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.04K+ 0.06% |
$207K - $220K
|
3.22M
$433M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.02K+ 50.82% |
$204K - $217K
|
5.98K
$804K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 4.41% |
$203K - $215K
|
47.4K
$6.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.98K+ 1.23% |
$200K - $213K
|
162K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.94K+ 18.97% |
$197K - $209K
|
12.2K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.94KNew |
$196K - $209K
|
1.94K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.92K+ 8.37% |
$195K - $207K
|
24.9K
$3.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.9KNew |
$193K - $205K
|
1.9K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.89KNew |
$191K - $203K
|
1.89K
$254K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.88K+ 4.81% |
$191K - $203K
|
41K
$5.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.86K+ 39.69% |
$188K - $200K
|
6.54K
$880K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.85K+ 80.33% |
$188K - $200K
|
4.16K
$560K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.81K+ 56.27% |
$184K - $195K
|
5.04K
$677K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.8K+ 38.24% |
$182K - $194K
|
6.51K
$875K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.77K+ 0.93% |
$179K - $190K
|
192K
$25.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.74K+ 2.1% |
$177K - $188K
|
84.8K
$11.4M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.73K+ 20.85% |
$175K - $186K
|
10K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 14.2% |
$173K - $183K
|
13.7K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.7KNew |
$172K - $183K
|
1.7K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.67K+ 624.63% |
$170K - $180K
|
1.94K
$261K
|