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 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
87+ 1.03% |
$9.33K - $10K
|
8.53K
$1.08M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
83+ 0.3% |
$8.9K - $9.55K
|
27.8K
$3.51M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
76+ 18.23% |
$8.15K - $8.74K
|
493
$62.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
75+ 0.14% |
$8.04K - $8.63K
|
52.7K
$6.64M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
74+ 0.08% |
$7.94K - $8.51K
|
87.7K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
74+ 0.91% |
$7.94K - $8.51K
|
8.21K
$1.04M
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
68+ 0.34% |
$7.29K - $7.82K
|
20.2K
$2.55M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
68+ 0.06% |
$7.29K - $7.82K
|
122K
$15.4M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 0.77% |
$7.08K - $7.59K
|
8.68K
$1.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
65+ 0.24% |
$6.97K - $7.48K
|
27.7K
$3.49M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
65+ 0.99% |
$6.97K - $7.48K
|
6.63K
$836K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
64+ 0.66% |
$6.86K - $7.36K
|
9.74K
$1.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
61+ 0.39% |
$6.54K - $7.02K
|
15.6K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
60+ 1.92% |
$6.43K - $6.9K
|
3.19K
$402K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57+ 1.2% |
$6.11K - $6.56K
|
4.82K
$607K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
57New |
$6.11K - $6.56K
|
57
$7.19K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
56+ 0.54% |
$6.01K - $6.44K
|
10.4K
$1.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
55+ 1.2% |
$5.9K - $6.33K
|
4.65K
$586K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
55+ 5.2% |
$5.9K - $6.33K
|
1.11K
$140K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54New |
$5.79K - $6.21K
|
54
$6.81K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$5.79K - $6.21K
|
54
$6.81K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53New |
$5.68K - $6.1K
|
53
$6.68K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
52+ 0.53% |
$5.58K - $5.98K
|
9.85K
$1.24M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50+ 0.4% |
$5.36K - $5.75K
|
12.5K
$1.58M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47+ 0.08% |
$5.04K - $5.41K
|
56.5K
$7.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
46+ 0.94% |
$4.93K - $5.29K
|
4.95K
$624K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
45+ 0.71% |
$4.83K - $5.18K
|
6.38K
$804K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44+ 0.58% |
$4.72K - $5.06K
|
7.63K
$962K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
42New |
$4.5K - $4.83K
|
42
$5.3K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
42+ 13.82% |
$4.5K - $4.83K
|
346
$43.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
40+ 0.45% |
$4.29K - $4.6K
|
8.92K
$1.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
40+ 0.7% |
$4.29K - $4.6K
|
5.72K
$721K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
39+ 0.35% |
$4.18K - $4.49K
|
11.3K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
37+ 0.58% |
$3.97K - $4.26K
|
6.42K
$809K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
36+ 0.23% |
$3.86K - $4.14K
|
15.9K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36+ 28.57% |
$3.86K - $4.14K
|
162
$20.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
34+ 0.06% |
$3.65K - $3.91K
|
57.6K
$7.26M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
34+ 1.82% |
$3.65K - $3.91K
|
1.91K
$240K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
31+ 1.09% |
$3.32K - $3.57K
|
2.87K
$362K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
30+ 3.99% |
$3.22K - $3.45K
|
782
$98.6K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
30+ 1.3% |
$3.22K - $3.45K
|
2.33K
$294K
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
30+ 1.02% |
$3.22K - $3.45K
|
2.96K
$374K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29+ 8.22% |
$3.11K - $3.34K
|
382
$48.2K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.37% |
$3K - $3.22K
|
7.51K
$947K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
24+ 0.44% |
$2.57K - $2.76K
|
5.46K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
23+ 0.58% |
$2.47K - $2.65K
|
3.99K
$503K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
22+ 0.13% |
$2.36K - $2.53K
|
17.5K
$2.21M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 0.5% |
$2.25K - $2.42K
|
4.21K
$531K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.4% |
$2.14K - $2.3K
|
5K
$630K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
20+ 0.43% |
$2.14K - $2.3K
|
4.66K
$588K
|