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 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
884+ 18.63% |
$89.6K - $95.2K
|
5.63K
$757K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
882+ 1.98% |
$89.4K - $95K
|
45.4K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
874New |
$88.6K - $94.1K
|
874
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
871+ 2.34% |
$88.3K - $93.8K
|
38.1K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
851+ 15.01% |
$86.3K - $91.6K
|
6.52K
$877K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
845New |
$85.6K - $91K
|
845
$114K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
844+ 21.94% |
$85.5K - $90.9K
|
4.69K
$631K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
841+ 31.46% |
$85.2K - $90.6K
|
3.51K
$472K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
820+ 2.75% |
$83.1K - $88.3K
|
30.6K
$4.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
815+ 2.37% |
$82.6K - $87.8K
|
35.2K
$4.73M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
807+ 13.3% |
$81.8K - $86.9K
|
6.87K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
804+ 22.69% |
$81.5K - $86.6K
|
4.35K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
792+ 2.87% |
$80.3K - $85.3K
|
28.4K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
790+ 0.99% |
$80.1K - $85.1K
|
80.5K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
789+ 3.02% |
$80K - $85K
|
26.9K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
788+ 13.91% |
$79.9K - $84.9K
|
6.45K
$868K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
778+ 5.79% |
$78.9K - $83.8K
|
14.2K
$1.91M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
771+ 226.76% |
$78.1K - $83K
|
1.11K
$149K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
765+ 6.46% |
$77.5K - $82.4K
|
12.6K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
750New |
$76K - $80.8K
|
750
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
747+ 4.15% |
$75.7K - $80.4K
|
18.8K
$2.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
742+ 5.51% |
$75.2K - $79.9K
|
14.2K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
736+ 18.62% |
$74.6K - $79.3K
|
4.69K
$630K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
713+ 8.51% |
$72.3K - $76.8K
|
9.09K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
701+ 6.54% |
$71.1K - $75.5K
|
11.4K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
700+ 0.52% |
$71K - $75.4K
|
136K
$18.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
693+ 32.95% |
$70.2K - $74.6K
|
2.8K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
691+ 5.72% |
$70K - $74.4K
|
12.8K
$1.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
689+ 2.78% |
$69.8K - $74.2K
|
25.4K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
682+ 9.17% |
$69.1K - $73.4K
|
8.12K
$1.09M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
680+ 0.9% |
$68.9K - $73.2K
|
76K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
678+ 17.38% |
$68.7K - $73K
|
4.58K
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
659+ 29.68% |
$66.8K - $71K
|
2.88K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 2.41% |
$66.2K - $70.3K
|
27.7K
$3.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
650+ 3.2% |
$65.9K - $70K
|
21K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
648+ 0.52% |
$65.7K - $69.8K
|
124K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
609+ 8.32% |
$61.7K - $65.6K
|
7.93K
$1.07M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
608New |
$61.6K - $65.5K
|
608
$81.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
603+ 2.66% |
$61.1K - $64.9K
|
23.3K
$3.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
591+ 5.33% |
$59.9K - $63.6K
|
11.7K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
583+ 2.51% |
$59.1K - $62.8K
|
23.8K
$3.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
565+ 19.26% |
$57.3K - $60.8K
|
3.5K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
564+ 44.51% |
$57.2K - $60.7K
|
1.83K
$246K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
563+ 9.07% |
$57.1K - $60.6K
|
6.77K
$910K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
561+ 3.65% |
$56.9K - $60.4K
|
15.9K
$2.14M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
556+ 1.18% |
$56.4K - $59.9K
|
47.6K
$6.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
546+ 9.08% |
$55.3K - $58.8K
|
6.56K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
544+ 16.26% |
$55.1K - $58.6K
|
3.89K
$523K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
538+ 2.19% |
$54.5K - $57.9K
|
25.1K
$3.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
536+ 3.05% |
$54.3K - $57.7K
|
18.1K
$2.43M
|