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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 7.13% |
$364K - $387K
|
53.9K
$7.14M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.59K+ 29.24% |
$364K - $387K
|
15.9K
$2.1M
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.58K+ 3.94% |
$362K - $385K
|
94.3K
$12.5M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.53K+ 30.06% |
$358K - $380K
|
15.3K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 2.55% |
$357K - $379K
|
142K
$18.7M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.47K+ 130.11% |
$352K - $374K
|
6.14K
$812K
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.44KNew |
$349K - $371K
|
3.44K
$456K
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.39KNew |
$344K - $365K
|
3.39K
$449K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.38KNew |
$342K - $363K
|
3.38K
$447K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.33KNew |
$337K - $358K
|
3.33K
$440K
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.3K+ 15.82% |
$335K - $356K
|
24.2K
$3.2M
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$334K - $355K
|
3.3K
$437K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.28K+ 11.26% |
$333K - $354K
|
32.4K
$4.29M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.28K+ 60.14% |
$333K - $353K
|
8.74K
$1.16M
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.25KNew |
$329K - $350K
|
3.25K
$430K
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.16K+ 6.0% |
$320K - $340K
|
55.8K
$7.39M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.13KNew |
$318K - $337K
|
3.13K
$415K
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.02K+ 5.34% |
$307K - $326K
|
59.6K
$7.89M
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3K+ 1.71% |
$304K - $323K
|
179K
$23.7M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3K+ 1209.68% |
$304K - $323K
|
3.25K
$430K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3K+ 23.3% |
$304K - $323K
|
15.9K
$2.1M
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
2.96K+ 11.61% |
$300K - $319K
|
28.5K
$3.77M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.96KNew |
$300K - $318K
|
2.96K
$391K
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.94KNew |
$298K - $316K
|
2.94K
$389K
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$293K - $312K
|
2.89K
$383K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
2.86K+ 0.94% |
$290K - $308K
|
306K
$40.5M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.82K+ 1.42% |
$286K - $304K
|
201K
$26.6M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.82KNew |
$286K - $304K
|
2.82K
$373K
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.81K+ 15.79% |
$285K - $303K
|
20.6K
$2.73M
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
2.8K+ 10.58% |
$284K - $302K
|
29.3K
$3.87M
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.77K+ 4.73% |
$281K - $299K
|
61.4K
$8.12M
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.77KNew |
$281K - $299K
|
2.77K
$367K
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.77KNew |
$280K - $298K
|
2.77K
$366K
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
2.74KNew |
$278K - $295K
|
2.74K
$363K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.7KNew |
$274K - $291K
|
2.7K
$358K
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.69KNew |
$273K - $290K
|
2.69K
$356K
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.69K+ 5.26% |
$272K - $289K
|
53.7K
$7.11M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.67K+ 137.93% |
$271K - $287K
|
4.6K
$609K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.66KNew |
$270K - $286K
|
2.66K
$352K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.64K+ 18.77% |
$267K - $284K
|
16.7K
$2.21M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.63K+ 1.79% |
$266K - $283K
|
149K
$19.8M
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.58KNew |
$261K - $278K
|
2.58K
$341K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.57K+ 129.32% |
$260K - $276K
|
4.55K
$602K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.56KNew |
$259K - $275K
|
2.56K
$338K
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.55K+ 2.48% |
$258K - $274K
|
106K
$14M
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
2.54K+ 8.36% |
$257K - $273K
|
32.9K
$4.35M
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.54K+ 1.18% |
$257K - $273K
|
218K
$28.8M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.53KNew |
$257K - $273K
|
2.53K
$335K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.53K+ 8.65% |
$256K - $272K
|
31.7K
$4.2M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.48K+ 74.1% |
$251K - $267K
|
5.82K
$769K
|