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 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.65K+ 2.94% |
$167K - $178K
|
57.7K
$7.76M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.64K+ 20.24% |
$166K - $176K
|
9.73K
$1.31M
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.62K+ 10.55% |
$164K - $174K
|
17K
$2.28M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.61KNew |
$163K - $173K
|
1.61K
$216K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.6K+ 1.41% |
$163K - $173K
|
115K
$15.5M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.56K+ 11.24% |
$158K - $168K
|
15.4K
$2.08M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 0.76% |
$148K - $157K
|
195K
$26.2M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44K+ 1.68% |
$146K - $155K
|
87K
$11.7M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.38K+ 0.64% |
$140K - $148K
|
216K
$29.1M
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.38K+ 1.45% |
$139K - $148K
|
96.1K
$12.9M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 0.78% |
$139K - $148K
|
176K
$23.7M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.37K+ 2.05% |
$138K - $147K
|
67.9K
$9.13M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.36KNew |
$138K - $146K
|
1.36K
$183K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.35K+ 2541.51% |
$137K - $145K
|
1.4K
$188K
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.31K+ 2.44% |
$132K - $141K
|
54.8K
$7.37M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.29K+ 13.82% |
$130K - $139K
|
10.6K
$1.43M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.27K+ 2.16% |
$129K - $137K
|
60.2K
$8.1M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.24K+ 8.92% |
$125K - $133K
|
15.1K
$2.03M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.22KNew |
$124K - $131K
|
1.22K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.22K+ 50.9% |
$124K - $131K
|
3.61K
$486K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.22K+ 9.28% |
$123K - $131K
|
14.3K
$1.93M
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.21K+ 2.27% |
$123K - $130K
|
54.7K
$7.35M
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.21K+ 4.94% |
$122K - $130K
|
25.7K
$3.45M
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.18K+ 1.55% |
$120K - $127K
|
77.3K
$10.4M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 3.68% |
$118K - $125K
|
32.7K
$4.39M
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.16K+ 3.04% |
$118K - $125K
|
39.3K
$5.29M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 14.76% |
$115K - $122K
|
8.83K
$1.19M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.13K+ 9.83% |
$115K - $122K
|
12.6K
$1.7M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.12K+ 14.86% |
$114K - $121K
|
8.66K
$1.16M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.1K+ 16.82% |
$112K - $119K
|
7.66K
$1.03M
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.1K+ 0.69% |
$112K - $119K
|
160K
$21.5M
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.1K+ 2.39% |
$111K - $118K
|
47.1K
$6.33M
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.05K+ 6.17% |
$107K - $113K
|
18.1K
$2.44M
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.03K+ 13.32% |
$105K - $111K
|
8.77K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
1.03K+ 2.41% |
$104K - $111K
|
43.7K
$5.88M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 21.92% |
$103K - $109K
|
5.63K
$758K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.01K+ 3.25% |
$102K - $108K
|
32K
$4.3M
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
1K+ 12.02% |
$102K - $108K
|
9.34K
$1.26M
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
996+ 15.0% |
$101K - $107K
|
7.64K
$1.03M
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
987+ 0.43% |
$100K - $106K
|
228K
$30.7M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
979+ 1.4% |
$99.2K - $105K
|
71K
$9.55M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
978+ 17.26% |
$99.1K - $105K
|
6.64K
$893K
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
966+ 0.51% |
$97.9K - $104K
|
191K
$25.7M
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
958+ 27.08% |
$97.1K - $103K
|
4.5K
$605K
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
943+ 2.09% |
$95.6K - $102K
|
46.1K
$6.2M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
932+ 7.46% |
$94.5K - $100K
|
13.4K
$1.81M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
930New |
$94.3K - $100K
|
930
$125K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
912+ 19.06% |
$92.4K - $98.2K
|
5.7K
$766K
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
903+ 5.39% |
$91.5K - $97.2K
|
17.7K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
900+ 3.96% |
$91.2K - $96.9K
|
23.6K
$3.18M
|