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 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.7K- 24.68% |
$611K - $655K
|
17.4K
$2.31M
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.15KClosed |
$660K - $708K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.24K- 7.3% |
$669K - $718K
|
79.3K
$10.5M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.25KClosed |
$670K - $719K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.26K- 15.75% |
$671K - $720K
|
33.5K
$4.45M
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-6.29KClosed |
$675K - $723K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.46K- 3.77% |
$693K - $743K
|
165K
$21.9M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-6.47K- 15.39% |
$694K - $745K
|
35.6K
$4.73M
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-6.58K- 15.3% |
$706K - $757K
|
36.4K
$4.85M
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-6.84K- 9.73% |
$734K - $787K
|
63.5K
$8.45M
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-7.16K- 11.42% |
$767K - $823K
|
55.5K
$7.38M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.39K- 10.64% |
$793K - $850K
|
62.1K
$8.26M
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.51K- 6.24% |
$805K - $864K
|
113K
$15M
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.57KClosed |
$812K - $870K
|
0
$0
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-7.61K- 11.53% |
$816K - $875K
|
58.4K
$7.77M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.72K- 10.06% |
$828K - $888K
|
69.1K
$9.19M
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.79K- 14.21% |
$836K - $896K
|
47K
$6.26M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.86K- 48.61% |
$843K - $904K
|
8.31K
$1.11M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8.04K- 3.1% |
$862K - $924K
|
251K
$33.4M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.09K- 0.21% |
$867K - $930K
|
3.83M
$509M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.59K- 13.55% |
$921K - $988K
|
54.8K
$7.29M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.03K- 1.71% |
$968K - $1.04M
|
520K
$69.1M
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9.31KClosed |
$999K - $1.07M
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.76K- 4.47% |
$1.05M - $1.12M
|
209K
$27.8M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-10.8K- 3.9% |
$1.16M - $1.25M
|
267K
$35.6M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11K- 50.06% |
$1.18M - $1.27M
|
11K
$1.46M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-11.1KClosed |
$1.19M - $1.28M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-11.2K- 32.78% |
$1.2M - $1.29M
|
22.9K
$3.05M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 1.38% |
$1.2M - $1.29M
|
803K
$107M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11.5K- 5.32% |
$1.23M - $1.32M
|
204K
$27.2M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.4K- 10.05% |
$1.33M - $1.43M
|
111K
$14.8M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-13.3KClosed |
$1.43M - $1.53M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.7K- 64.15% |
$1.47M - $1.57M
|
7.65K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14K- 8.51% |
$1.5M - $1.61M
|
151K
$20.1M
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-14.2K- 4.74% |
$1.53M - $1.64M
|
286K
$38.1M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-14.7K- 54.22% |
$1.58M - $1.69M
|
12.4K
$1.65M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-14.9K- 4.74% |
$1.6M - $1.71M
|
299K
$39.8M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15.3K- 82.18% |
$1.64M - $1.76M
|
3.31K
$441K
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-15.7KClosed |
$1.68M - $1.81M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-17K- 78.41% |
$1.82M - $1.95M
|
4.68K
$623K
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-17.7K- 7.35% |
$1.9M - $2.03M
|
223K
$29.7M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-17.9K- 2.96% |
$1.92M - $2.05M
|
586K
$78M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-18K- 4.99% |
$1.93M - $2.07M
|
343K
$45.6M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-18.4K- 19.25% |
$1.98M - $2.12M
|
77.3K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-18.6K- 19.71% |
$2M - $2.14M
|
75.8K
$10.1M
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-20.5K- 51.58% |
$2.19M - $2.35M
|
19.2K
$2.56M
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-20.7K- 8.89% |
$2.22M - $2.38M
|
212K
$28.2M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-21.2K- 63.05% |
$2.28M - $2.44M
|
12.4K
$1.65M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.3K- 1.78% |
$2.28M - $2.45M
|
1.18M
$156M
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-22.4K- 80.7% |
$2.4M - $2.58M
|
5.36K
$713K
|