Purchases and Sales Made in Q1 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
184+ 0.9% |
$19.7K - $21.2K
|
20.6K
$2.6M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
181+ 8.5% |
$19.4K - $20.8K
|
2.31K
$291K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
181+ 8.99% |
$19.4K - $20.8K
|
2.19K
$277K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
180+ 6.44% |
$19.3K - $20.7K
|
2.98K
$375K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
177New |
$19K - $20.4K
|
177
$22.3K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
173+ 432.5% |
$18.6K - $19.9K
|
213
$26.9K
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
170+ 3.33% |
$18.2K - $19.6K
|
5.27K
$664K
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
166+ 2.0% |
$17.8K - $19.1K
|
8.46K
$1.07M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
165+ 0.16% |
$17.7K - $19K
|
103K
$13M
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
165+ 0.63% |
$17.7K - $19K
|
26.4K
$3.33M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 8.15% |
$17.5K - $18.7K
|
2.16K
$273K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
163+ 2.35% |
$17.5K - $18.7K
|
7.1K
$896K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
162+ 1.6% |
$17.4K - $18.6K
|
10.3K
$1.3M
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
159+ 3.14% |
$17.1K - $18.3K
|
5.23K
$659K
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
155+ 0.04% |
$16.6K - $17.8K
|
380K
$48M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
155+ 0.12% |
$16.6K - $17.8K
|
132K
$16.7M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
154+ 2.04% |
$16.5K - $17.7K
|
7.71K
$972K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
151New |
$16.2K - $17.4K
|
151
$19K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
149+ 2.25% |
$16K - $17.1K
|
6.76K
$853K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
148New |
$15.9K - $17K
|
148
$18.7K
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
147+ 0.59% |
$15.8K - $16.9K
|
25K
$3.16M
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
146+ 4.06% |
$15.7K - $16.8K
|
3.75K
$472K
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
146+ 7.68% |
$15.7K - $16.8K
|
2.05K
$258K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
146+ 2.11% |
$15.7K - $16.8K
|
7.07K
$891K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$15.5K - $16.7K
|
145
$18.3K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
142+ 1.48% |
$15.2K - $16.3K
|
9.71K
$1.23M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
139+ 0.93% |
$14.9K - $16K
|
15K
$1.89M
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
133+ 2.88% |
$14.3K - $15.3K
|
4.76K
$600K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
130+ 0.18% |
$13.9K - $15K
|
71.7K
$9.04M
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
130New |
$13.9K - $15K
|
130
$16.4K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
129+ 0.09% |
$13.8K - $14.8K
|
142K
$17.9M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
128+ 1.15% |
$13.7K - $14.7K
|
11.2K
$1.42M
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
122+ 1.34% |
$13.1K - $14K
|
9.2K
$1.16M
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
122+ 5.69% |
$13.1K - $14K
|
2.27K
$286K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
122+ 2.54% |
$13.1K - $14K
|
4.93K
$621K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
117New |
$12.5K - $13.5K
|
117
$14.8K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
114+ 1.33% |
$12.2K - $13.1K
|
8.67K
$1.09M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
113+ 0.7% |
$12.1K - $13K
|
16.2K
$2.04M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 1.01% |
$11.8K - $12.7K
|
11K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106+ 0.31% |
$11.4K - $12.2K
|
34.2K
$4.32M
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
106+ 0.38% |
$11.4K - $12.2K
|
28.3K
$3.57M
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
106+ 2.16% |
$11.4K - $12.2K
|
5.01K
$631K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
103New |
$11K - $11.8K
|
103
$13K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
102+ 3.03% |
$10.9K - $11.7K
|
3.47K
$438K
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
101+ 1.79% |
$10.8K - $11.6K
|
5.76K
$726K
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
95+ 0.56% |
$10.2K - $10.9K
|
17.1K
$2.16M
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
95+ 2.03% |
$10.2K - $10.9K
|
4.78K
$602K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
89+ 0.75% |
$9.54K - $10.2K
|
12K
$1.51M
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
89+ 2.18% |
$9.54K - $10.2K
|
4.17K
$526K
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
88+ 0.8% |
$9.44K - $10.1K
|
11.1K
$1.4M
|